@atlasberry008: The Pentagon is in talks to lend ~$5 billion to Fluidstack — the largest loan its Office of Strategic Capital has ever made. Not for a new data center: to onshore the supply chain underneath them. The wild structural fact: Fluidstack is valued at $18 billion, leads Anthropic's $50 billion compute build-out — and owns zero chips. They acquire power, build the facilities, run them. In this cycle, the buildings became the asset. And the capital stack just changed: OSC's authority went from ~$1B to $200B+, writing $1–5B project loans. Non-dilutive. Washington is now a lender at scale. Deal's in talks. Terms can change. The signal won't. Fluidstack, Pentagon loan, Office of Strategic Capital, OSC, AI infrastructure, data center financing, Anthropic $50 billion, defense tech, non-dilutive capital, project finance, AI supply chain, Jane Street #venturecapital #ai #datacenters #defensetech #startups

atlasberry008

Open In TikTok:

Region: US

Tuesday 15 September 2026 00:08:07 GMT