#Anthropic

Akamai’s Anthropic cloud deal promises $11.6B in revenue but needs $5.5B of capex and a warrant for up to 5%. Here is the shareholder math.

Claude now leads 26% of Anthropic’s AI R&D and 30,000 agents run concurrently. TECHi examines whether recursive AI has begun and if oversight is keeping pace.

OpenAI is in early talks with investors at a $1.2 trillion valuation, the FT reports, 41% above March and three days after Sam Altman shelved the IPO on safety grounds.

Trump called AI risk a 'hoax' on Jensen Huang's speakerphone. Same day: Microsoft's AI code of conduct, a lab standards body and Anthropic's kill-switch call.

Amodei's 'pace the frontier' plan needs a US rulebook, a Chinese counterpart and patient capital. Within a day, Trump, Global Times and Michael Burry said no.

Anthropic is the customer in RUM Group's $13.7B GPU deal, The Information reports. The deal comes with a penny warrant for 50.8M RUM shares.

Anthropic told investors it expects a second straight quarter of adjusted operating profit, the FT reports. Its 80%+ gross margin excludes training costs.

Nasdaq 100 futures fell 1.2% at Sunday's open, twice the S&P 500, after Anthropic's call to slow AI. Oil rose above $103 and a Fed hike looms Wednesday.

Amazon's Q2 net income rose 245%. A $50.5B unrealised markup on its Anthropic stake drove 62% of pre-tax profit — and it flatters the P/E. What the 10-Q shows.

Reuters reports Nvidia is in talks to invest in Anthropic’s IPO, which could raise $100 billion at a $2 trillion valuation. The terms remain tentative.

Anthropic’s August report moved misalignment risk from Very Low to Low, citing greater uncertainty after cyber disclosures.

Anthropic is making Claude Code auto mode the default August 14 after tests showed it beat manual review while still missing some dangerous commands.

SpaceX just pulled off the largest IPO ever, and Anthropic ($965B) and OpenAI ($852B) have filed to follow. Inside the AI IPO supercycle — and how to play it.

Broadcom stock analysis after Google, Anthropic and Meta AI chip deals. Q1 revenue $19.3B, AI revenue $8.4B, Q2 guide $22B, and the June 3 earnings test.

Anthropic's reported $200B Google commitment, Alphabet's $460B cloud backlog, and the market-cap gap with Nvidia explain the No. 1 call.

CoreWeave (CRWV) surges 13% on a multi-year Anthropic Claude AI deal — the second major AI infrastructure contract in 48 hours.

Anthropic has no public IPO filing yet, but its $380B valuation, $30B run rate and compute deals with Amazon, Google and SpaceX changed the debate.

Microsoft is pushing back against the Pentagon's blacklisting of Anthropic, keeping Claude AI active across Microsoft 365 Copilot, GitHub, and Azure. Here's what the clash means for enterprise AI and national security policy.

Anthropic CEO Dario Amodei returns to Pentagon negotiations to salvage a $200M military AI contract after a federal ban, ethical use disputes, and a Friday deadline ultimatum from Defense Secretary Pete Hegseth.

OpenAI is reportedly negotiating an AI contract with NATO's unclassified networks, backed by Microsoft and Amazon, following its Pentagon deal on February 27 — signaling a bold push into global defence AI amid rising geopolitical tensions.

Anthropic defies Defense Secretary Pete Hegseth's ultimatum, refusing to lift restrictions on autonomous weapons and spyware use of its AI. Here's what's at stake in this high-stakes showdown between Silicon Valley and the Pentagon.

On Tuesday, the big software companies enjoyed a revival when the new partnerships of Anthropic turned vague AI fears into concrete partnership

Anthropic alleges DeepSeek, Moonshot AI, and Minimax used 24,000 fake accounts to harvest Claude’s data for model distillation. Explore the impact on US-China AI competition and security.

The symbolic gesture of collective acceptance, orchestrated by Prime Minister Narendra Modi at the AI Impact Summit in New Delhi, was intended to signal a