# Daily Fintech News — September 13, 2026 > Daily brief on markets, macro, banking, chips and AI infrastructure. Published September 13, 2026 at 7:00 PM ET by Daily Fintech News. Canonical HTML: https://dailyfintechnews.com/brief/fintech/2026-09-13 **Entities covered:** Amazon, Microsoft, Data center, Anthropic, Nvidia, Initial public offering, Elon Musk, SpaceX, SoftBank Group, OpenAI, Z.ai, SK Hynix --- ## 1. Amazon and Microsoft Side With Communities Against Utilities in Data-Center Push *Section: AI Infrastructure* Amazon, Microsoft, Oracle and other AI data-center developers are sweetening financial offers to municipalities and positioning themselves against utilities that want the public to shoulder some of the cost of new electricity loads. The moves are aimed at winning approvals and holding down financing costs even as local opposition intensifies. Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-13#item-1 ## 2. Anthropic's AI Warning May Weigh on Chip Stocks, But Trade Seen Intact *Section: AI* Anthropic's fresh warnings about AI risks could pressure semiconductor names in the near term, but strategists expect the broader AI-chip trade to hold up given still-robust demand for compute. Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-13#item-2 ## 3. Nvidia's Growing Dependence On a Few Big Customers *Section: Chips · Tickers: $NVDA* Nvidia's sales have grown increasingly concentrated among a handful of large customers, some of which could pull back purchases over time. Disclosures going back several years show a shrinking number of customers accounting for more than 10% of sales, a risk that helps explain why CEO Jensen Huang is investing across neocloud and AI firms to broaden the base. - $NVDA close: $218.29 (-0.03%) Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-13#item-3 ## 4. Anthropic Chooses Nasdaq for Much-Anticipated IPO *Section: AI* Anthropic has selected Nasdaq as the venue for its highly anticipated initial public offering, according to people familiar with the matter, a milestone for one of the most closely watched listings in the AI sector. The choice comes as the startup's valuation discussions have reached around $2 trillion. Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-13#item-4 ## 5. Musk's Secretive Backer Vy Capital Builds $40 Billion SpaceX Stake *Section: Space Tech* Low-profile venture firm Vy Capital has quietly emerged as one of SpaceX's largest shareholders, amassing a stake worth roughly $40 billion. The disclosure highlights how a handful of insiders have concentrated exposure to one of the world's most valuable private tech companies. Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-13#item-5 ## 6. US-Listed Equinix Faces Challenge Over South African Hyperscale Data Center *Section: Data Centers · Tickers: $EQIX* Campaigners are seeking to overturn approval for an Equinix hyperscale data-center project in South Africa, as the rapid AI-infrastructure build-out draws fresh scrutiny of power and water demands. The dispute underscores rising local resistance to data-center economics that are central to Equinix's growth. - $EQIX close: $1037.72 (+1.36%) Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-13#item-6 ## 7. Anthropic Strikes $13.7 Billion Compute Deal With Rum Group *Section: AI Infrastructure* Anthropic signed a six-year cloud-computing agreement worth about $13.7 billion with Rum Group, a firm with social-media roots and long-standing ties to the Trump administration. It is the latest in a run of compute deals the Claude maker has struck with cloud providers and neoclouds as demand for its Claude Code and Cowork products surges. Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-13#item-7 ## 8. Anthropic Tells Investors It Will Be Profitable for a Second Straight Quarter *Section: AI* Anthropic has told investors it expects to post an operating profit for the second consecutive quarter, seeking to ease concerns about heavy cash burn ahead of a blockbuster IPO amid mounting worries over the pace of AI development. Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-13#item-8 ## 9. SoftBank Gets Upsized $11.9 Billion Loan in OpenAI Funding Push *Section: AI · Tickers: $SFTBY* SoftBank secured an upsized $11.9 billion margin loan as it steps up financing for its enormous investment in OpenAI. The facility underscores the scale of leverage the Japanese group is deploying to back the AI leader. - $SFTBY close: $21.65 (+2.07%) Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-13#item-9 ## 10. Global AI Stocks Slip on Concerns Over Risks *Section: Markets* AI-linked equities fell as prominent tech leaders called for a slowdown in AI development, stoking fears over the sector. OpenAI backer SoftBank dropped as much as 13%, leading declines across AI names. Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-13#item-10 ## 11. Z.AI's Cash Burn Drives Alibaba-Like Hong Kong Fundraising Spree *Section: AI* Chinese AI developer Z.AI is pursuing an aggressive Hong Kong fundraising push to cover heavy cash burn, echoing the capital-raising playbook used by larger peers. The move highlights how soaring compute costs are pressuring AI startups' balance sheets. Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-13#item-11 ## 12. Samsung, SK Hynix Reject Kepco's Power Grid Prepayment Plan *Section: AI Infrastructure* Samsung and SK Hynix pushed back on a proposal from utility Kepco that would have them prepay for power-grid upgrades, a dispute over who bears the cost of the electricity needed for chip and AI-infrastructure expansion in South Korea. Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-13#item-12 ## 13. Ligent Technologies Seeks $727 Million in Hong Kong IPO *Section: Tech IPO* Ligent Technologies is seeking to raise about $727 million in a Hong Kong initial public offering, adding to a wave of technology companies tapping the Hong Kong market for capital. Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-13#item-13 ## 14. Dutch Start-up Fortaegis Completes Funding Round for Encrypted Silicon Technology *Section: Startups* Dutch start-up Fortaegis completed a funding round for its encrypted silicon technology, which it claims can create ultra-secure computer networks by harnessing the unique digital fingerprint of chips. Permalink: https://dailyfintechnews.com/brief/fintech/2026-09-13#item-14 --- ## Questions this brief answers **What did Amazon announce on September 13, 2026?** Amazon, Microsoft, Oracle and other AI data-center developers are sweetening financial offers to municipalities and positioning themselves against utilities that want the public to shoulder some of the cost of new electricity loads. **What did Anthropic announce on September 13, 2026?** Anthropic's fresh warnings about AI risks could pressure semiconductor names in the near term, but strategists expect the broader AI-chip trade to hold up given still-robust demand for compute. **What did Nvidia announce on September 13, 2026?** Nvidia's sales have grown increasingly concentrated among a handful of large customers, some of which could pull back purchases over time. Disclosures going back several years show a shrinking number of customers accounting for more than 10% of sales, a risk that helps explain why CEO Jensen Huang is investing across neocloud and AI firms to broaden the base. **What did Anthropic announce on September 13, 2026 (Anthropic Chooses Nasdaq for)?** Anthropic has selected Nasdaq as the venue for its highly anticipated initial public offering, according to people familiar with the matter, a milestone for one of the most closely watched listings in the AI sector. **What did Elon Musk announce on September 13, 2026?** Low-profile venture firm Vy Capital has quietly emerged as one of SpaceX's largest shareholders, amassing a stake worth roughly $40 billion. The disclosure highlights how a handful of insiders have concentrated exposure to one of the world's most valuable private tech companies. **What did US-Listed Equinix Faces Challenge announce on September 13, 2026?** Campaigners are seeking to overturn approval for an Equinix hyperscale data-center project in South Africa, as the rapid AI-infrastructure build-out draws fresh scrutiny of power and water demands. --- ## More from Daily Fintech News - Previous brief: [September 12, 2026 — OpenAI's Altman says no IPO in 2026, firm to prioritize safety](https://dailyfintechnews.com/brief/fintech/2026-09-12) - Next brief: [September 14, 2026 — AI Rotation Grips Market as FOMC Week Begins: Software Up, Semis Down](https://dailyfintechnews.com/brief/fintech/2026-09-14) - Also covers Amazon, Anthropic, Data center: [September 15, 2026 — Clarity Act Crypto Bill Fails to Advance in Senate; Coinbase, Circle Slide](https://dailyfintechnews.com/brief/fintech/2026-09-15) - Also covers Amazon, Anthropic, Data center: [September 8, 2026 — Palantir names Nebius its preferred sovereign AI infrastructure partner](https://dailyfintechnews.com/brief/fintech/2026-09-08) - Also covers Amazon, Anthropic, Data center: [August 31, 2026 — Tesla rose 5%, its best day since early July, ahead of Cybercab launch event](https://dailyfintechnews.com/brief/fintech/2026-08-31) - [All briefs](https://dailyfintechnews.com/brief/fintech) *Source: Daily Fintech News (https://dailyfintechnews.com). Attribution with a link to the brief URL is appreciated when quoted.*