AI Billions, Oil Swings and an Inflation Test | Open Interest 8/11/2026
THE SO WHAT
Intel, Nvidia, and Anthropic lining up billions while oil and inflation stay volatile is a reminder that AI capex is now a macro variable, not just a tech story. If your business is exposed to both energy and compute costs, you need a view on how AI buildout and rate policy interact over your next 12–24 month planning cycle.
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