InferentialBorrowed Demand
Anthropic committed $200 billion to Google Cloud last week — five gigawatts of TPU capacity over five years, beginning in 2027 — [first reported](https://www.theinformation.com/articles/anthropic-com
Yonhap Infomax NewsSAP ADR shares fell 4% to $171.00 after JPMorgan downgraded the stock to Neutral from Overweight and slashed its target price to 175 euros from 260 euros, citing concerns over slowing cloud backlog growth as the migration customer base matures, making future earnings reacceleration uncertain.
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SAP Drops 4% on JPMorgan Downgrade, Target Price Slashed
SAP ADR shares fell 4% to $171.00 after JPMorgan downgraded the stock to Neutral from Overweight and slashed its target price to 175 euros from 260 euros, citing concerns over slowing cloud backlog growth as the migration customer base matures, making future earnings reacceleration uncertain.