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Anthropic
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Meta Platforms is in talks with Anthropic regarding a $10 billion computing power leasing agreement
Svmuu News: Meta Platforms (META.O) is in talks with Anthropic regarding a computing power leasing agreement; the deal could be worth up to $10 billion and last for two years. (The New York Times)
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Kimi K3 Benchmark Outperforms Opus 4.8; Chubby Expects Opus 5 to Be Released Soon
Svmuu News: Chubby posted on X, stating that the newly released Kimi K3 model has outperformed Anthropic’s Opus 4.8 in benchmark tests, which will force U.S. cutting-edge labs to accelerate the releas
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Microsoft We are currently developing an AI-powered vulnerability detection tool modeled after the Mythos model, which may be released this month.
Svmuu News Microsoft is currently developing an AI vulnerability detection tool called Project Perception, which is scheduled for release in July. The tool will compete with Anthropic’s Mythos model a
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"Dark Side of the Moon" Kimi K3 Is Now Available for Use
Svmuu News: The Dark Side of the Moon official website has completed the update for the new Kimi K3 model. Users can log in to their accounts to choose between the K3・Max and K3 Cluster・Max versions.
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Anthropic and 1Password Jointly Launch the 1Password for Claude Integration
Svmuu News: According to market reports, password management software 1Password has announced a partnership with Anthropic to launch the 1Password for Claude integration, which is now available on Mac
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Anthropic plans to hold an IPO investor meeting in the coming weeks
Svmuu News: Market Report: Anthropic plans to hold an IPO investor meeting in the coming weeks. (Jin Shi)
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DeepSeek V4 API has a gross margin of 70% to 80%
Svmuu News: DeepSeek V4’s API gross margin has reached 70% to 80%, up from the over 50% mentioned in previous versions. According to sources familiar with the matter, although DeepSeek’s API pricing i
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Anthropic Pledges to Invest 10 Million Canadian Dollars to Support Canadian Research and AI Innovation
Svmuu News: Anthropic has announced that it will invest 10 million Canadian dollars (approximately $7.3 million) in Canadian AI research institutions to support next-generation AI research, safety tec
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South Korean Media: Samsung Foundry Has Secured a Foundry Order from Anthropic
Svmuu News: According to South Korean media reports, Samsung Foundry has secured Anthropic as a foundry client. Industry sources close to Samsung Electronics say that Samsung’s foundry division has ag
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Bybit Launches OPENAI and ANTHROPIC Pre-Market U.S. Stock Perpetual Contracts Today
Svmuu News: Bybit has now launched pre-market U.S. stock perpetual contracts for OpenAI (OPENAIUSDT) and Anthropic (ANTHROPICUSDT), supporting up to 20x leverage. OpenAI and Anthropic are the two high
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Bitcoin The Mining AI Infrastructure Index has fallen 16% over the past month, with executives at TeraWulf and other companies selling off their shares
Svmuu News: The TEM AI Infrastructure Growth Index fell 16% over the past month. Beowulf E&D Holdings, managed by TeraWulf Chairman and CEO Paul Prager, sold 275,000 shares of TeraWulf stock on June 2
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Three AI Giants Make Waves in the Capital Markets: SpaceX, OpenAI, and Anthropic May Trigger the Largest Wave of Exits in U.S. VC History
Svmuu News: The “Venture Monitor” report recently released by the National Venture Capital Association (NVCA) and PitchBook notes that with SpaceX’s IPO, combined with the potential IPOs of Anthropic
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Musk admits he previously underestimated Anthropic, saying it is now undoubtedly a leader in the AI industry
Svmuu News: Musk posted on X, stating that he had previously underestimated Anthropic and calling it “undoubtedly the leader in the AI industry.” Musk noted that no other company has released models a
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On Polymarket, the probability that Anthropic will reach a year-end valuation of $1.5 trillion has risen to 78%, with the price up 47% over the past 24 hours.
According to PPP’s prediction market monitoring, data from the “Anthropic’s Highest Valuation This Year” prediction event on Polymarket shows that the probability of Anthropic reaching a valuation of
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Anthropic's valuation on the secondary market has risen to $1.2 trillion
Svmuu News: Anthropic’s valuation on the secondary market has risen to $1.2 trillion, an increase of approximately 550% compared to the same period last year. “Anthropic is the most sought-after compa
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Anthropic reportedly plans to expand in Manhattan, New York, doubling its workforce in New York City to 1,000 employees.
Svmuu News: Anthropic reportedly plans to expand in Manhattan, New York, doubling its New York City workforce to 1,000 employees; it plans to lease a 16-story building in Hudson Square. The company wi
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Microsoft Replacing OpenAI and Anthropic models with in-house AI models in some applications
Svmuu News: Market Report: Microsoft (MSFT.O) is replacing models from OpenAI and Anthropic with its own AI models in some applications. (Jin Shi)
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Anthropic: Claude Cowork Is Coming to Mobile and the Web
Svmuu News: Anthropic announced that Claude Cowork will be coming to mobile and the web, and will also extend the double collaboration (Cowork) quota for Claude Code through August 5.
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SpaceX's Colossus Data Center Faces Shutdown Order; $45 Billion Deal at Risk
Svmuu News: According to market reports, a lawsuit has been filed seeking a court order to shut down the gas turbines powering SpaceX’s Colossus 2 data center, on the grounds that they are operating w
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Sources: OpenAI, Anthropic, and Google Are Offering Generous Computing Power Subsidies to Startups to Compete for Enterprise Clients
Svmuu News: According to The Wall Street Journal, citing sources, OpenAI, Anthropic, and Google are offering startups computing resources worth hundreds of thousands of dollars and other incentives to
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TeraWulf Lands Massive Long-Term Contract with Anthropic: 20-Year Lease Could Generate $19 Billion in Revenue
Svmuu News: Anthropic announced that it has signed a 20-year data center lease with TeraWulf to build AI computing infrastructure in Kentucky. The data center, located about an hour’s drive southwest
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"The White-Haired Stock Guru" Serenity: Leaked documents suggest Anthropic may be planning to secure 1.4 GW of data center capacity in Australia
Svmuu News: “The White-Haired Stock Guru” Serenity posted on X, stating that according to leaked internal documents from Anthropic, the company plans to secure approximately 1.4 GW of data center powe
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Source: Donald Trump—There have been no discussions between the government and Anthropic regarding a stake in the company
Svmuu News: According to a source familiar with the matter (Donald Trump), there have been no discussions between the government and Anthropic regarding the government holding a stake in the company.
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B.AI Announces the Resumption of Claude Fable 5 API Services, Supporting Flexible Access via Two Channels
Svmuu News: On July 2, following Anthropic’s completion of its global security policy adjustments and the redeployment of Claude Fable 5, the AI infrastructure platform B.AI immediately completed inte
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Samsung SDS Becomes Anthropic's First Korean Select Partner
Samsung SDS has become the first Korean company to achieve Select Tier status in Anthropic's Claude Partner Network, a move that will enhance its ability to help enterprises deploy and operate generat
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Anthropic Releases AI Economic Scenario Model: Annual GDP Growth Could Reach 15% in Extreme Scenarios, But Knowledge Workers May Face Job Losses and Pay Cuts
Anthropic's economics team recently released version 1.0 of its AI Economic Scenarios Model, designed to quantify the potential impact of AI on employment, growth, and wages. The model explores three
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NVIDIA CEO Jensen Huang dismissed "AI doomsday theories" as "unscientific sensationalism," while Donald Trump called into the summit, stating that AI is "the oil of the next 20 to 25 years."
Jensen Huang stated at the All-In Summit 2026 that the current "AI doomsday theories" are not scientifically founded, citing several AI predictions from past years that have been disproven. He directl
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Broadcom CEO Hock Tan dismisses AI slowdown concerns, reaffirms $115B and $230B AI revenue targets for FY2027 and FY2028
Tan's comments came after Anthropic CEO Dario Amodei's weekend essay advocating for a moderation in AI model development rattled investors, leading to a 4.8% drop in Broadcom shares and a 5.6% decline
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Industry leaders, including Anthropic CEO Dario Amodei, warn that AI models could achieve recursive self-improvement without human assistance.
Anthropic CEO Dario Amodei and other industry leaders warn that AI models could self-construct and improve without human assistance, a concept known as "recursive self-improvement," sparking growing c
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Anthropic's safety warning weighs on data center stocks, but compute demand still outstrips supply
Anthropic's safety warning weighs on data center stocks, but compute demand still outstrips supply
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Anthropic launches Claude AI suite for financial advisors, integrating institutions like BlackRock and Charles Schwab.
The suite aims to help financial advisors automate research, meeting preparation, and document processing tasks, and has established connections with custodians, asset managers, and wealth technology
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Trump Rejects Calls to Slow AI Development, Stating "Whoever Wins, AI Wins"; Former Senator Manchin Demands Freeze on AI Company IPOs
Former U.S. President Donald Trump stated in a CNBC interview on Monday that the U.S. leads China in AI, and he wants to maintain this advantage, asserting that "whoever wins, AI wins," directly refut
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Anthropic's Amodei and OpenAI's Altman spoke with U.S. Senator Mark Warner over the weekend about AI risks, according to a Senate spokesperson.
Anthropic's Amodei and OpenAI's Altman spoke with U.S. Senator Mark Warner over the weekend about AI risks, according to a Senate spokesperson.
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Musk reiterates long-standing concerns about AI risks, stating he has been "sounding the alarm."
Tesla and SpaceX CEO Musk stated that he has long been "ringing the AI alarm" and agreed with Anthropic CEO Dario Amodei's view on proceeding cautiously with AI. Amodei believes that AI's recursive se
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Anthropic CEO calls for slowing AI development and restricting China's access to AI technology; Donald Trump refutes the call to slow down; China's Ministry of Foreign Affairs accuses the US of using AI security as a pretext to maintain technological hegemony.
Anthropic CEO Dario Amodei on Saturday called for a slowdown in the development of the most powerful AI systems, warning that rapid advancements in AI capabilities could lead to AI controlling the ent
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Anthropic Still Eyes 2026 Nasdaq IPO, OpenAI Leans Towards 2027
Axios reports that AI company Anthropic is still likely to go public in 2026, despite growing debate over AI safety and regulation. The Claude maker reportedly views public-market transparency as pote
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NVIDIA, Palantir and Booz Allen Hamilton to limit use of ANTHROPIC models
NVIDIA, Palantir and Booz Allen Hamilton to limit use of ANTHROPIC models
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Broadcom expects Anthropic to surpass Google as its largest XPU hardware client by 2027.
Broadcom stated on its Q3 FY2026 earnings call on September 2 that it expects AI chip customer Anthropic's sales to surpass Google in 2027, making it Broadcom's largest XPU hardware purchaser. Anthrop
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Trump Rejects Warnings of AI Slowdown, Chinese State Media Calls AI Deceleration a "Cold War Playbook" Against China
Donald Trump, the US President, dismissed warnings about slowing down artificial intelligence (AI) development as "wacky." Meanwhile, Chinese state media described Anthropic CEO Dario Amodei's call fo
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CoreWeave shares fell nearly 7% in pre-market trading on Monday after Anthropic CEO Dario Amodei and OpenAI CEO Sam Altman issued warnings about AI risks and called for slowing development
Bernstein analyst Madison Rezaei noted that CoreWeave is highly exposed to any slowdown in AI development, as 25% of its existing active U.S. power and an additional ~74% of contracted power are in Ti
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OpenAI co-founder Greg Brockman supports slowing down the development of frontier AI, but excludes open-source and amateur projects, and calls for global coordination.
OpenAI co-founder Greg Brockman stated that any slowdown in AI development should only target frontier models powered by large supercomputers, not open-source or amateur projects. His comments follow
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Investors reacted negatively to calls from Anthropic CEO Dario Amodei and other AI labs to slow down frontier AI development.
Investors reacted negatively on Monday, though not catastrophically, to calls from Anthropic CEO Dario Amodei and his rival executives to slow down the development of frontier AI. OpenAI, Anthropic's
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AI company Anthropic reportedly turned a profit for the second consecutive quarter, but the Financial Times noted that this profit was based on "adjusted operating income."
AI company Anthropic reportedly turned a profit for the second consecutive quarter, but the Financial Times noted that this profit was based on "adjusted operating income."
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OpenAI CEO Sam Altman Explains Reasons for AI Industry Slowdown, Warns "We Might Lose Control"
Altman stated in an X post on Monday morning that he welcomes a federal framework to set consistent safety requirements for frontier AI, emphasizing that "no amount of US competitive pressure should b
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China's A-share cybersecurity concept stocks surged, with Sinovatech hitting its third consecutive limit up, and Topsec reaching the daily limit.
Chinese A-share cybersecurity concept stocks opened significantly higher in early trading, with Sinovatech hitting its third consecutive daily limit, Topsec Security reaching the daily limit with a on
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AI unicorn Anthropic has signed a six-year, $13.7 billion computing power lease agreement with "Trump-affiliated company" Rum Group.
Anthropic has signed a six-year, $13.7 billion computing power lease agreement with emerging U.S. cloud service provider Rum Group, The Information reported, citing sources. Rum Group, formerly conser
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Anthropic's AI Warning Seen as Setback for Chip Stocks
Bloomberg analysts suggest that calls from AI executives to slow down technology development are likely to weigh on chipmaker and supply-chain stocks in the near term.
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Jim Cramer named Akamai Technologies a "great buy," citing the company's pivot to high-margin cybersecurity and AI cloud services, and its multi-year contracts totaling over $2.8 billion.
CNBC host Jim Cramer called Akamai Technologies (AKAM) stock a "terrific buy," citing the company's shift from content delivery network (CDN) business to high-margin cybersecurity and cloud services,
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