Sign up for ARPU: Stay informed with our newsletter - or upgrade to bespoke intelligence.
CNBC
Broadcom reveals its mystery $10 billion customer is Anthropic
Broadcom CEO Hock Tan said Anthropic placed an additional $11 billion order in the fourth quarter.
CNBC
Google taps AI vibe-coder Replit in challenge to Anthropic and Cursor
Replit will expand usage of Google Cloud services, add more of Google's models onto its platform, and support AI coding use cases for enterprise customers.
Bloomberg.com
Anthropic CEO Says Some Tech Firms Too Risky With AI Spending - Bloomberg
OpenAI alone has committed to spend $1.4 trillion on AI infrastructure projects, adding to concerns of an AI bubble. ... Provide news feedback or report...
CNBC
Anthropic reportedly preparing for one of the largest IPOs ever in race with OpenAI: FT
Anthropic, the AI startup behind the popular Claude chatbot, is reportedly in talks to launch one of the largest initial public offerings ever as 2025.
SCMP
OpenAI CEO declares ‘code red’ to improve ChatGPT as rivals move in
OpenAI CEO Sam Altman is redirecting internal resources to speed up improvements to ChatGPT, declaring a “code red” situation that will delay work on other initiatives, according to people familiar with the matter.
Altman on Monday sent an internal memo calling for a “surge” to improve ChatGPT, said one of the people, who asked not to be identified discussing nonpublic information. Altman also called for staff to delay progress on other efforts such as autonomous AI agents and advertising, the...
NBC News
Anthropic offers nonprofits discounts for Giving Tuesday - NBC News
Anthropic is the latest AI company to provide discounts to nonprofit organizations, following Google and OpenAI. Anthropic app.
CNBC
OpenAI is under pressure as Google, Anthropic gain ground
Sam Altman reportedly sent a memo to his staffers outlining a "code red" effort to improve ChatGPT.
SCMP
Nvidia takes US$2 billion stake in Synopsys as AI deal spree accelerates
Nvidia has invested US$2 billion in chip design software maker Synopsys as part of an expanded multi-year tie-up to jointly develop new tools for designing products across industries using its AI technology.
The deal, unveiled by the companies on Monday, comes as Nvidia has carried out a range of investments, such as those in OpenAI and Anthropic, to try to cement its dominance in the artificial intelligence market.
The Synopsys deal is about shifting the work of several hi-tech industries that...
SCMP
Beyond DeepSeek: Moonshot and MiniMax step up as China’s new frontier AI labs
Chinese artificial intelligence start-ups Moonshot AI and MiniMax have emerged as China’s strongest contenders to rival US frontier labs in 2025 – even as DeepSeek has stolen the spotlight as the poster child for the country’s AI ambitions.
Moonshot AI, founded by 33-year-old Yang Zhilin, has sharply raised its profile in China’s AI ecosystem with the launch earlier this month of Kimi K2 Thinking, an upgraded reasoning model.
The system outperformed OpenAI’s GPT-5 and Anthropic’s Claude Sonnet...
Axios
Exclusive: Anthropic CEO called to testify on Chinese AI cyberattack - Axios
Decode key cybersecurity news and insights with Sam Sabin. Sign up for Axios Future of Cybersecurity to continue reading for free. Subscribe for free.
SCMP
Scaling compute still fruitful in advancing AI, Google DeepMind scientist from China says
There remains considerable potential to enhance artificial intelligence models by scaling up computing power and data, according to Yao Shunyu, a senior staff research scientist at Google DeepMind and former researcher at US AI start-up Anthropic.
Amid heated discussions in the AI community about the future of scaling – the process of increasing computational resources and training data to develop better AI models – Yao said the method was still expected to yield results for at least a year...
SCMP
AI scaling hasn’t reached a dead end yet, Chinese Google scientist says
There remains considerable potential to enhance artificial intelligence models by scaling up computing power and data, according to Yao Shunyu, a senior research scientist at Google DeepMind and former researcher at US AI start-up Anthropic.
Amid heated discussions in the AI community about the future of scaling – the process of increasing computational resources and training data to develop better AI models – Yao said the method was still expected to yield results for at least a year “until we...
CNBC
Musk's xAI to close $15 billion funding round in December: sources
Competitors OpenAI and Anthropic have raised significant funds in recent months as demand for foundational models skyrockets.
SCMP
Anthropic says its new AI model is better at coding and office work
Anthropic is rolling out a new version of its most powerful artificial intelligence model that is designed to be better at automating coding and office tasks, part of an effort to compete with OpenAI and Alphabet’s Google for business customers.
The new model, Claude Opus 4.5, was more capable than previous versions at software engineering work, like fixing bugs, without needing a user’s help, Anthropic said. Opus 4.5, released on Monday, is also intended to be better at carrying out complicated...
Bloomberg
Nvidia-Google AI Chip Rivalry Escalates on Report of Meta Talks
Meta Platforms Inc. is in talks to spend billions on Google’s AI chips, the Information reported, adding to a monthslong share rally as the search giant has made the case it can rival Nvidia Corp. as a leader in artificial intelligence technology.
CNBC
Anthropic unveils Claude Opus 4.5, its latest AI model following $350 billion valuation
Anthropic says its new Claude Opus 4.5 excels at coding, using computers and assisting users with complex enterprise tasks.
CNBC
Tech stocks wrap big losing week as AI names get rocked after Nvidia earnings
Investors had looked to Nvidia's earnings report to settle fears that the AI bubble is on increasingly shaky ground.
SCMP
Microsoft, Nvidia to invest up to US$15 billion in Anthropic in AI deal
Microsoft and Nvidia plan to invest in Anthropic under a new tie-up that includes a US$30 billion commitment by the Claude maker to use Microsoft’s cloud services, the latest high-profile deal binding together major players in the artificial intelligence industry.
Nvidia would commit up to US$10 billion to Anthropic and Microsoft up to US$5 billion, the companies said on Tuesday, without sharing more details. A person familiar with the matter said both companies had committed to investing in...
CNBC
Anthropic valued in range of $350 billion following investment deal with Microsoft, Nvidia
Microsoft announced new strategic partnerships with Nvidia and the AI startup Anthropic.
Bloomberg
Microsoft, Nvidia to Invest Up to $15 Billion in Anthropic
Microsoft Corp. and Nvidia Corp. are committing to invest up to a combined $15 billion in Anthropic PBC, in a move that ties the AI developer closer to two of the biggest backers for its rival OpenAI.
The Verge
Hackers use Anthropic's AI model Claude once again - The Verge
is a NYC-based AI reporter and is currently supported by the Tarbell Center for AI Journalism. ... More in News.
ARPU
Anthropic's OpenAI Moment
The GunslingerThere are, it seems, two ways to build a world-changing AI company. The first is the OpenAI way: you raise money at a blistering pace, you spend it at an even more blistering pace, and you bet that by building the biggest, most powerful models—for text,
The Verge
Anthropic will invest $50 billion in building AI data centers in the US | The Verge
is a news writer who covers the streaming wars, consumer tech, crypto, social media, and much more. Previously, she was a writer and editor at MUO.
CNBC
Government shutdown ends, Disney earnings, Anthropic's $50 billion AI investment and more in Morning Squawk
Here are five key things investors need to know to start the trading day.
CNBC
What Anthropic's $50 billion AI infrastructure investment means for these 3 portfolio stocks
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
CNBC
Anthropic announces $50 billion AI spend, two U.S. data centers - CNBC
Anthropic to spend $50 billion on U.S. AI infrastructure, starting with Texas, New York data centers ... Got a confidential news tip? We want to hear...
CNBC
Anthropic to spend $50 billion on U.S. AI infrastructure, starting with Texas, New York data centers
Anthropic rival OpenAI has secured more than $1.4 trillion worth of deals with Nvidia, Broadcom, Oracle, and the major cloud providers.
SCMP
Why new model of China’s Moonshot AI stirs ‘DeepSeek moment’ debate
A new reasoning model developed by a Chinese artificial intelligence start-up – with its performance exceeding OpenAI’s GPT-5 and Anthropic’s Claude Sonnet 4.5 in a number of metrics – has fanned fresh debate about another DeepSeek moment and the trajectory of America’s AI supremacy.
Beijing-based Moonshot AI, a start-up valued at US$3.3 billion and backed by Chinese tech giants like Alibaba Group Holding and Tencent Holdings, has presented another David-vs-Goliath story after creating an...
SCMP
Tech war: ByteDance drops Claude after Anthropic restricts China access
TikTok parent ByteDance has pulled the plug on US technology firm Anthropic’s Claude artificial intelligence models on its Singapore-based coding app Trae after the American AI firm began restricting services to Chinese-owned entities anywhere in the world.
Trae confirmed in a post published to its official Discord channel on Wednesday that it had discontinued access to the Claude model, citing an “interruption of the Claude series model”.
Trae said that its integration of other top models from...
Reuters
Amazon launches AI infrastructure project, to power Anthropic's Claude model | Reuters
The Reuters Tariff Watch newsletter is your daily guide to the latest global trade and tariff news. Sign up here. As AI models advance, cloud...