{"id":65934,"date":"2026-08-04T08:38:14","date_gmt":"2026-08-04T12:38:14","guid":{"rendered":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/anthropic-secures-10b-computing-deal-sysco-beats-q4-estimates\/65934\/"},"modified":"2026-08-04T08:38:14","modified_gmt":"2026-08-04T12:38:14","slug":"anthropic-secures-10b-computing-deal-sysco-beats-q4-estimates","status":"publish","type":"post","link":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/anthropic-secures-10b-computing-deal-sysco-beats-q4-estimates\/65934\/","title":{"rendered":"Anthropic Secures $10B Computing Deal; Sysco Beats Q4 Estimates"},"content":{"rendered":"<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_84 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title\" style=\"cursor:inherit\">Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 eztoc-toggle-hide-by-default' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"#\" data-href=\"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/anthropic-secures-10b-computing-deal-sysco-beats-q4-estimates\/65934\/#Key_Takeaways\" >Key Takeaways<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"#\" data-href=\"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/anthropic-secures-10b-computing-deal-sysco-beats-q4-estimates\/65934\/#Anthropics_10_Billion_Infrastructure_Bet\" >Anthropic\u2019s $10 Billion Infrastructure Bet<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"#\" data-href=\"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/anthropic-secures-10b-computing-deal-sysco-beats-q4-estimates\/65934\/#Sysco_Delivers_Strong_Q4_and_AI-Driven_Outlook\" >Sysco Delivers Strong Q4 and AI-Driven Outlook<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"#\" data-href=\"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/anthropic-secures-10b-computing-deal-sysco-beats-q4-estimates\/65934\/#Feds_Paulson_Maintains_Data-Dependent_Stance\" >Fed\u2019s Paulson Maintains Data-Dependent Stance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"#\" data-href=\"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/anthropic-secures-10b-computing-deal-sysco-beats-q4-estimates\/65934\/#Energy_Markets_and_Geopolitical_Shifts\" >Energy Markets and Geopolitical Shifts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"#\" data-href=\"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/anthropic-secures-10b-computing-deal-sysco-beats-q4-estimates\/65934\/#EU_Pledges_Support_for_Spain_Amid_Migration_Crisis\" >EU Pledges Support for Spain Amid Migration Crisis<\/a><\/li><\/ul><\/nav><\/div>\n<h2><span class=\"ez-toc-section\" id=\"Key_Takeaways\"><\/span>Key Takeaways<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<ul>\n<li><strong>Anthropic<\/strong> has reportedly signed a massive <strong>$10 billion, six-year contract<\/strong> with <a href=\"https:\/\/stockmarketwatch.com\/stock\/NVDA\" data-internallinksmanager029f6b8e52c=\"15\" title=\"stock: NVDA\">Nvidia<\/a>-backed startup <strong>Volta Infra Holdings<\/strong> to secure AI computing capacity in Norway.<\/li>\n<li><strong>Sysco Corp. (<a href=\"\/stock\/SYY\">SYY<\/a>)<\/strong> exceeded Q4 2026 expectations with <strong>$22.1 billion in sales<\/strong> and adjusted EPS of <strong>$1.53<\/strong>, while issuing optimistic FY2027 guidance.<\/li>\n<li><strong>Philadelphia Fed President Anna Paulson<\/strong> signaled a cautious &quot;open mind&quot; on interest rates, noting that while inflation data is improving, underlying pressures remain between <strong>2.4% and 2.8%<\/strong>.<\/li>\n<li><strong>WTI Crude<\/strong> futures experienced significant volatility, falling as much as <strong>4.5%<\/strong> intraday to <strong>$77.65<\/strong> amid shifting expectations regarding Middle East supply routes.<\/li>\n<li><strong>EU Commissioner Magnus Brunner<\/strong> confirmed &quot;full solidarity&quot; with Spain following the Ceuta migration crisis, noting that <strong>Frontex<\/strong> is already operational on the ground.<\/li>\n<\/ul>\n<h2><span class=\"ez-toc-section\" id=\"Anthropics_10_Billion_Infrastructure_Bet\"><\/span>Anthropic\u2019s $10 Billion Infrastructure Bet<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>AI developer <strong>Anthropic<\/strong> has struck a landmark <strong>$10 billion agreement<\/strong> for computing capacity with <strong>Volta Infra Holdings<\/strong>, a newly launched infrastructure startup. The deal, which spans six years, will utilize a massive data center in <strong>Tydal, Norway<\/strong>, powered by 100% renewable hydropower. The facility is expected to house <strong><a href=\"https:\/\/stockmarketwatch.com\/stock\/NVDA\" data-internallinksmanager029f6b8e52c=\"15\" title=\"stock: NVDA\">Nvidia<\/a>&#39;s (<a href=\"\/stock\/NVDA\">NVDA<\/a>)<\/strong> latest <strong>Vera Rubin<\/strong> chips, provided in partnership with <strong>Bitdeer Technologies (<a href=\"\/stock\/BTDR\">BTDR<\/a>)<\/strong>, which saw its shares jump <strong>14%<\/strong> on the news. This move highlights the aggressive efforts by AI labs to lock in hardware access amid a global semiconductor squeeze.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Sysco_Delivers_Strong_Q4_and_AI-Driven_Outlook\"><\/span>Sysco Delivers Strong Q4 and AI-Driven Outlook<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><strong>Sysco Corporation (<a href=\"\/stock\/SYY\">SYY<\/a>)<\/strong> reported robust fourth-quarter results, with revenue rising <strong>4.7% year-over-year<\/strong> to <strong>$22.1 billion<\/strong>. The food distribution giant beat analyst estimates for adjusted EPS, delivering <strong>$1.53<\/strong> against a projected <strong>$1.51<\/strong>. Looking ahead to fiscal year 2027, the company expects sales growth of <strong>6% to 7%<\/strong> and adjusted EPS growth of <strong>9% to 11%<\/strong>. Notably, Sysco&#39;s guidance includes <strong>$100 million in efficiency improvements<\/strong> expected from an <strong>AI-powered transformation<\/strong> of its business processes.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Feds_Paulson_Maintains_Data-Dependent_Stance\"><\/span>Fed\u2019s Paulson Maintains Data-Dependent Stance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>In her first public remarks since the last FOMC meeting, <strong>Philadelphia Fed President Anna Paulson<\/strong> emphasized that the central bank remains committed to its <strong>2% inflation target<\/strong>. While she described recent data as &quot;encouraging,&quot; she warned that the labor market is &quot;relatively stable near full employment,&quot; which may keep policy <strong>&quot;mildly restrictive&quot;<\/strong> for longer. Paulson estimated that underlying inflation is still stubbornly elevated, suggesting that more restrictive measures could be necessary if cooling signs do not persist.<\/p>\n<h2><span class=\"ez-toc-section\" id=\"Energy_Markets_and_Geopolitical_Shifts\"><\/span>Energy Markets and Geopolitical Shifts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><strong>US WTI Crude<\/strong> prices saw a sharp decline of up to <strong>4.5%<\/strong> on Tuesday, reaching an intraday low of <strong>$77.65<\/strong>. The sell-off was largely driven by comments from <strong>Treasury Secretary Scott Bessent<\/strong>, who suggested that the U.S. and Iran could reach an agreement to reopen the <strong>Strait of Hormuz<\/strong> as early as August 5. This potential easing of supply disruption concerns countered the geopolitical risk premium that has kept prices elevated. <em>Bessent also remarked that the &quot;K-shaped economy&quot; is over, pointing toward a more synchronized recovery across income levels.<\/em><\/p>\n<h2><span class=\"ez-toc-section\" id=\"EU_Pledges_Support_for_Spain_Amid_Migration_Crisis\"><\/span>EU Pledges Support for Spain Amid Migration Crisis<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Following an informal meeting of interior ministers, <strong>EU Commissioner Magnus Brunner<\/strong> expressed full solidarity with <strong>Spain<\/strong> regarding the recent influx of migrants in <strong>Ceuta<\/strong>. Brunner stated that <strong>Frontex<\/strong> is currently active on the ground with <strong>30 officials<\/strong> and is prepared to provide further financial and operational support. He also confirmed that no individuals from the recent surge have moved from the enclave to the Spanish mainland, easing concerns over secondary movements within the <strong>Schengen area<\/strong>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Key Takeaways Anthropic has reportedly signed a massive $10 billion, six-year contract with Nvidia-backed startup Volta Infra Holdings to secure 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