Bloomberg Television·2026-08-26 22:01Artificial Intelligence & Technology Sector - Anthropic targets a total addressable market (TAM) of close to 30 trillion dollars for its AI capabilities [3][4][5] - Anthropic is preparing for a major initial public offering aiming for a raise approaching 100 billion dollars [6] - Anthropic plans to lease data centers for 45 billion dollars to secure 476 megawatts of power [99] Wearables & Digital Assets - Oura Health plans to raise 3 billion dollars in its U.S. listing with a valuation exceeding 16 billion dollars, up from an 11 billion dollar valuation in its September Series E funding round [7][8] - Oura sold 5.5 million rings through September 2025, up from 2.5 million through June of 2024, and anticipates annual revenue to reach 1.5 trillion dollars [10] Private Equity & Corporate Finance - Private equity holds approximately 4 trillion dollars of assets under management alongside 1 trillion dollars of committed but uncalled capital [36] - Private equity funds increasingly utilize structured equity as a financial engineering technique to provide immediate liquidity and navigate high interest rates [48][49] Infrastructure & Data Centers - Data center development costs have escalated significantly, highlighted by transactions scaling up to 40 billion dollars [59][60] - State-level regulatory actions and community backlash have led to policy restrictions, such as moratoriums and strict power and water infrastructure requirements, slowing down the pace of data center deals [53][54][55][76]