A discussion of Anthropic's Economic Scenario publication projects GDP growth reaching 15.4% by 2030 under an extreme scenario, with most divergence occurring after 2027. The analysis suggests knowledge worker unemployment could reach 17.9% while non-cognitive wages rise 33.6%, with capital income accruing most of the productivity gains, favoring equities in compute, power, semiconductors, and robotics.
Qualcomm and Amazon Web Services signed a multi-generation agreement for custom AI inference silicon and optical connectivity, with AWS paying through a warrant for up to 25 million Qualcomm shares vesting against up to $60 billion in purchases over ten years. The deal positions Qualcomm to generate over $1 billion in FY27 revenue from hyperscaler custom silicon, with optical interconnect providing additional revenue exposure across AWS's full data center buildout.