AI Capex Hits $10B as Policy Credibility Drives Risk Asset Rally

Anthropic-Volta deal signals AI infra expansion despite hawkish Fed. Strait of Hormuz talks ease energy risk, while US supports Yen.

Woofun AI reports that global risk assets hit all-time highs driven by policy credibility rather than sentiment alone. Anthropic and Volta Infra signed a computing agreement worth up to $10 billion, while Samsung launched next-generation V10 V-NAND, confirming rapid AI infrastructure expansion despite Federal Reserve officials signaling that current interest rates remain insufficient to contain inflation.

Negotiations in the Strait of Hormuz show substantial progress, with US-Iran agreements taking shape and European mine-clearance discussions beginning, potentially lowering energy risk premiums.

Meanwhile, US Treasury Secretary Bennett stated measures would be taken to support the Japanese Yen, and the US continues studying expanded metal tariffs, suggesting persistent supply chain protection policies.