HPE’s CEO says his company has ‘zero exposure’ to AI’s financing web

In today’s CEO Daily: HPE’s CEO distances himself from the fear of an AI bubble.

The big leadership story: Anthropic’s revenue growth slowed in Q3.

The markets: Mostly down as Americans go to the polls.

Plus: All the news and watercooler chat from Fortune.

Good morning. It’s Election Day here in the U.S., and a shout-out to all of our readers who will make time to vote today, if they haven’t already done so. Several of my editorial colleagues and I shared our thoughts on what’s at stake for business leaders in this segment of the Fortune Daily show. (It starts at the 17:30 mark.) From AI policy to affordability measures, the political outcomes will shape how the U.S. and its companies compete. 

The question is how much. Business leaders have long had to navigate a myriad of policies at the state and federal levels. Right now, concerns over valuations and a possible capital crunch are arguably worrying investors more than who controls Congress. While the frontier labs face growing scrutiny over their models and opaque financing, many CEOs are prioritizing security, safety, and speed because it’s good for business.I’m heading back from the annual gathering of senior leaders at Hewlett Packard Enterprise (HPE) in Miami this morning, where I spoke about leadership trends and also interviewed HPE CEO Antonio Neri about his take on the current business landscape. It’s been a good year for the enterprise IT solutions business that spun off from HP in 2015, with HP Inc.........

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