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When Google last month said it would supply Anthropic with an astonishing five gigawatts of server capacity, the companies didn’t put a dollar figure on that commitment.
But as part of the deal, which begins next year, Anthropic plans to spend about $200 billion with Google over five years, according to a person with knowledge of it. The commitment means Anthropic represents more than 40% of the “revenue backlog” Google disclosed to investors last week, reflecting contractual commitments from its cloud cus
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OpenAI CEO Sam Altman recently declared on the Relentless podcast that artificial intelligence has entered the technological singularity. Read more ›
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The central bank's draft rules require digital asset platforms to hold up to $2.8 million in liquid capital as a sweeping regulatory framework looms. Read more ›
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Over the weekend, tech blogger Robert Scoble claimed Anthropic was in the process of acquiring Physical Intelligence, an AI robotics software developer that was most recently in talks to raise capital at a valuation of $11 billion. Scoble’s claim sent X into a frenzy.Scoble may not be right, as Physical Intelligence CEO Karol Hausman denied to employees that anything was afoot—in a slack message, he shared a gif of a... Read more ›
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As debate swirls in Washington, D.C. about how to regulate open-source Chinese AI models, Treasury Secretary Scott Bessent reiterated on Tuesday that the Trump administration supports open source, but does not support the theft of intellectual property. “If we see especially that overseas models ... Read more ›
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Google on Tuesday announced three new versions of its more efficient “Flash” Gemini models, including one focused on cybersecurity. But Google offered no update on the timing for its long-awaited 3.5 Pro model, expected to be its next flagship model. At Google’s developer conference in May, CEO ... Read more ›
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Anthropic’s models may be unparalleled at coding, but they’re less capable of powering AI voice and chat applications for customer service than other AI providers. That’s according to data from NiCE, a customer service software provider whose clients include Toyota, Allianz, Nestle and Frontier Airlines.Anthropic’s models have a relatively long “time to first token,” the time it takes them to begin generating a response after receiving a request, said Neeraj... Read more ›
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David Richardson, an early Amazon Web Services employee who rejoined the cloud unit last September to lead a key AI agent-building product, left in April after eight months in the role, according to people with knowledge of the matter and his updated LinkedIn profile. Richardson was vice ... Read more ›
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Before we get to today’s column, check out our story from earlier today about Mercor. My colleague Cory and I reported that Mercor generated $614 million in gross revenue in the first half of this year, overwhelmingly from AI foundation model customers. That concentration highlights the risk to Mercor’s business if any of the big AI firms, which include OpenAI and Anthropic, switch to a rival.Of course, Mercor’s co-founders are... Read more ›
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Who says software is dead? Jack Dorsey’s Block today unveiled a new “collaboration workspace”—software people can use to communicate and work together—which Dorsey says aims to reduce “our dependency on Slack and GitHub.” That’s a bit of a provocative statement from Dorsey, who also co-founded Twitter and therefore knows a thing or two about communication platforms (even if he was a dismal CEO of Twitter). Known as Buzz, the new... Read more ›
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28.07.2026 11:12
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