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Anthropic in Talks to Cement Control Over More Data Centers

Anthropic is in early talks to lease up to 1 gigawatt in compute capacity from a data center developer majority-owned by Apollo Global Management, part of a major effort by the AI company to reduce its reliance on cloud providers. The maker of Claude has discussed signing on as a direct tenant of sites developed by Stream Data Centers, a 27-year-old company with facilities across the U.S., and filling them with tensor processing units designed by Broadcom and Google, according to people with...

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Wall Street’s GPU Futures Push Stalls at the CFTC

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Introducing the AI Inflection Index: What 9,500 Articles Say About What’s Coming Next

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AI, the UN, Xi and Trump

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Barrick Gold Inks Five-Year AI Deal Before IPO

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Anthropic in Talks to Lease Apollo-Controlled Stream Data Centers

Google could guarantee aspects of the project

Exclusive: Microsoft to Boost Copilot Discounts as It Launches AI ‘Super App’

Microsoft plans to offer the Copilot discounts in hopes of winning more subscribers that will also generate usage-based revenue from new features.
Applied AI

New Data Show Anthropic, OpenAI and Other Upstarts Are Eating into Software Budgets

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CoreWeave Completes $4.2 Billion Convertible Offering 

The convertible bonds carried a higher coupon than a similar issuance in April.

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Company said Opus 5.5 offers powerful capabilities at lower cost and that it outperformed other recent Anthropic models on alignment evaluations.
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The models are half the price of their predecessors, GPT-5.6 Sol and GPT-5.6 Luna.

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China Probes DeepSeek, Moonshot Over Potential Data Leaks to Anthropic

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Qianer Liu
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OpenAI to acquire Anthropic

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Community Commentary

Donald ValentinaConsigliere
on… When Andreessen Horowitz Has a Sticky Situation to Solve, It Calls ‘The Wolf’
Fascinating. More like this please.
Zachary MagdovitzPartner, Co-FounderLorimer Ventures
on… When Andreessen Horowitz Has a Sticky Situation to Solve, It Calls ‘The Wolf’
Favorite read in a while.
Paul BaierCEOGai Insights
on… Anthropic and OpenAI’s Share of AI Startup Revenues Rises to 89%
The key question is weather profit concentration follows the same pattern as this revenue concentration. Apple, Microsoft and Google all has declining margin cost, so scale drove profit concentration. I assume this will occur in these market, but this hasn't yet been the case (likely token price increases by OpenAI and Anthropic next year post IPO will help).
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