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Fortune
Fortune
Diane Brady

The AI race may be decided by financing—not just better chips

Anthropic OpenAI Fortune AMD Broadcom Nvidia
(Credit: Patrick T. Fallon/Bloomberg via Getty Images)
  • In today’s CEO Daily: CEOs should ask who’s on the hook in AI financing deals.
  • The big leadership story: Anthropic prepares for the 2028 election.
  • The markets: Mostly up after reports on OpenAI’s revenue shook up the AI trade
  • Plus: All the news and watercooler chat from Fortune

Good morning. Will winning the AI race come down to creating better chips or creating financial ties that make customers harder to lose?

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