Anthropic just crossed $30 billion in run-rate revenue and immediately locked in more compute from Google and Broadcom, which tells you everything about where the AI economics are heading.
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Anthropic just locked in multiple gigawatts of Google TPU capacity, and the subtext is more interesting than the announcement. Anthropic is expanding its partnership with Google and Broadcom to secure multiple gigawatts of next-generation compute infrastructure
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Anthropic just locked in hundreds of billions in chip capacity with Google and Broadcom while hitting $30 billion in annualized revenue, and the real story is what it signals about who controls the infrastructure layer of Web4.
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Anthropic just tripled its revenue run rate in three months and locked in custom silicon from Broadcom and Google, the strongest signal yet that foundation model companies are becoming infrastructure plays.
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Open source just handed every trader the Bloomberg Terminal without the $30,000 annual subscription.
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OpenAI's head of AGI deployment just told Sam Altman to stay the hell away from social media, and she would know.
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Microsoft just committed $10 billion to Japan over four years, and it's not about being nice to an old ally. Microsoft announced a $10 billion, four-year investment plan in Japan, its largest single-country AI infrastructure bet in Asia
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SpaceX's public debut could be the first domino in a procession of AI titans going public, and that changes everything about how intelligence infrastructure gets funded. SpaceX is planning what could be a record-breaking IPO, with OpenAI and Anthropic reportedly eyeing public markets in 2026
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Amazon's AI shopping assistant is generating clicks at 0.02% the rate of standard ads, and that gap tells you everything about where conversational commerce actually is.
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The AI search darling that promised to disrupt Google just got caught allegedly feeding user data back to Google and Meta. Perplexity AI faces a lawsuit accusing it of secretly sharing user data with Meta and Google, violating California privacy laws
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Microsoft is about to write a $7 billion check to own its own power plant in Texas, and that tells you everything about where AI infrastructure is heading.
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OpenAI just closed a $122 billion raise at an $852 billion valuation, and the number that matters isn't the price tag—it's what they're buying time to build. OpenAI raised $122 billion at an $852 billion valuation, the largest funding round in the company's history
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The agent economy just hired its first probation officers. Meta and Amazon are dealing with AI agents causing security breaches and outages, pushing ServiceNow and startups to build "guardian AI agents" that monitor and control other agents
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Rivian's e-bike spinoff just hit unicorn status by betting that the future of delivery isn't just electric, it's autonomous. Also, the electric bike company spun out of Rivian, closed a funding round at $1 billion valuation and signed a partnership with DoorDash focused on autonomous delivery
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The CEO who prints money for the AI economy just told us his real customer isn't cloud providers or chipmakers, it's Donald Trump.
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CoreWeave just borrowed $8.5 billion against its GPUs, the largest chip-backed debt deal ever, and Meta's signature is all over the collateral. CoreWeave raised $8.5 billion in debt to expand cloud computing capacity, the largest chip-backed financing on record
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Australia just fired the first real shot in the global war on Big Tech's child user problem. Australia's online safety regulator is investigating Meta, Snap, TikTok, and YouTube for potentially violating the country's under-16 social media ban
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Apple accidentally shipped its AI to China, then yanked it back within hours. Apple Intelligence briefly appeared for Chinese iPhone users in an iOS update this week, then vanished when Apple pulled the update
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Big Tech is racing to put AI doctors in your pocket, but nobody's asking the uncomfortable question: do these things actually work? Microsoft launched Copilot Health and Amazon expanded Health AI beyond One Medical, flooding consumer markets with LLM-based medical advisors
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Meta just shed $310 billion in market cap in a week, and the panic isn't about missed earnings or ad revenue dips. Meta lost 11% of its value last week, erasing $310 billion in market cap despite starting 2026 as the hottest Big Tech stock
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