The Arion Brief: AI at 10 June 11, 2026

Wall Street just put a number on the AI buildout: Morgan Stanley sees AI debt nearly doubling to $570B this year, and the bill lands on enterprise buyers. Industry analyst Michael Fauscette of Arion Research breaks down what the shift to debt-financed AI means for your vendor strategy, plus KPMG and Microsoft scaling AI agents worldwide with Agent 365. Quick hits: Anthropic's Claude Fable 5 release, OpenAI backs compliance startup Poetic, and the EU AI Act's new timeline. Live Tuesdays and Thursdays at 10 AM. Subscribe to the Arion newsletter for full written breakdowns.