Anthropic

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Recent Articles about Anthropic
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Applied AI

Cohesity CIO Shows How AI Can Eat Into Revenues of ServiceNow, Splunk

By Aaron Holmes · Mar 19, 2026 12:05pm PDT · 1 comment
The debate over whether AI might replace traditional enterprise apps such as Salesforce, ServiceNow, SAP, and Workday often ignores a more likely near-term scenario: that AI will stop some customers increasing their spending on those apps.Brian Spanswick, chief information officer at data security firm Cohesity, which generates more than $2... The debate over whether AI might replace traditional enterprise apps such as Salesforce,...
Anjney Midha. Art by Clark Miller, image via AMP
AI Infrastructure

Early Anthropic Investor Develops a ‘Grid’ for AI Servers

By Anissa Gardizy · Mar 19, 2026 10:54am PDT · 1 comment
Anjney Midha, the former Andreessen Horowitz general partner and early personal investor in Anthropic, is finally ready to talk about his highly anticipated AI infrastructure venture, for which he was trying to raise more than $10 billion, my colleague Katie has reported.Midha says the new firm, AMP, is creating a “grid for AI,” similar to how... Anjney Midha, the former Andreessen Horowitz general partner and early personal investor in...
Giga Energy cofounders Brent Whitehead and Matt Lohstroh. Photo courtesy of Giga.
AI Agenda

Meet Giga, a AI Data Center Developer That Has Barely Raised Capital

By Stephanie Palazzolo · Mar 19, 2026 7:00am PDT
Startups developing data centers to power AI are among the most capital-hungry businesses around right now. Many are raising billions of dollars in equity and debt to build complicated facilities.There are few like Houston-based Giga Energy, however. Founded in 2019 by two Texas A&M juniors studying finance and industrial distribution, Giga... Startups developing data centers to power AI are among the most capital-hungry businesses around...
Melanie Perkins, Canva co-founder and CEO. Alisha Jucevic/Getty Images.
Why Canva Was Smart to Hold Off on an IPO
By Anita Ramaswamy · Mar 19, 2026 6:00am PDT · 1 comment
Melanie Perkins, Canva co-founder and CEO. Alisha Jucevic/Getty Images.
True Value

Why Canva Was Smart to Hold Off on an IPO

By Anita Ramaswamy · Mar 19, 2026 6:00am PDT · 1 comment
A couple of years ago, design software firm Canva was one of the hot startups to watch, on everyone’s list of IPO candidates. But it sat out last year’s IPO class and now finds itself in an awkward spot. Not only is software out of favor with investors, who fret about how AI will disrupt it, but giant offerings coming from SpaceX, OpenAI and... A couple of years ago, design software firm Canva was one of the hot startups to watch, on...
Pro subscription required icon Pro subscription required icon Artwork by Clark Miller
Deep Research

The Buildout Behind AI Is Shaking Investor Confidence

By The Information Staff · Mar 18, 2026 1:05pm PDT · 1 comment
The buildout required to support next-generation AI is proving far more complex and expensive than many expected. The scramble to secure power and finance large-scale data centers is beginning to influence how investors evaluate the economics of the AI industry. We asked Deep Research to examine how these infrastructure demands are shaping Wall... The buildout required to support next-generation AI is proving far more complex and expensive...
Art by Clark Miller

Coinbase Dives Into AI Agent Payments

By Yueqi Yang · Mar 18, 2026 10:10am PDT
Crypto exchange Coinbase is moving fast to build the infrastructure that allows AI agents to make payments, seeking a lead in the nascent market that could become a battleground for payments firms. Coinbase and Zerohash, a crypto infrastructure startup, are among the companies vying to issue a new stablecoin for Cloudflare that is set to launch... Crypto exchange Coinbase is moving fast to build the infrastructure that allows AI agents to make...
Jensen Huang speaks during a keynote address at the Nvidia GTC. Photo by David Paul Morris/ Getty Images
AI Agenda

Nvidia’s Build-A-Claw Workshop

By Rocket Drew · Mar 18, 2026 9:15am PDT
Nvidia’s developer conference has agent fever. On Tuesday, one of the most popular spots at the company’s GTC convention was Nvidia’s “Build-A-Claw” tent, where attendees could try out Nvidia’s newly unveiled NemoClaw, open-source software for creating AI agents based on the popular OpenClaw.Many of the people who stopped by the Build-A-Claw... Nvidia’s developer conference has agent fever. On Tuesday, one of the most popular spots at the...
Art by Mike Sullivan
Apple Cracks Down on ‘Vibe Coding’ Apps
By Stephanie Palazzolo and Aaron Tilley · Mar 18, 2026 6:00am PDT · 1 comment
Art by Mike Sullivan
Exclusive

Apple Cracks Down on ‘Vibe Coding’ Apps

By Stephanie Palazzolo and Aaron Tilley · Mar 18, 2026 6:00am PDT · 1 comment
Apple has quietly prevented AI vibe coding apps such as Replit and Vibecode, which help people create games and other applications, from releasing updates to their mobile apps on the App Store unless they make modifications, according to several people with knowledge of the situation. The company confirmed it has told some app developers that... Apple has quietly prevented AI vibe coding apps such as Replit and Vibecode, which help people...
Fidji Simo, CEO of Applications at OpenAI. David Paul Morris/Bloomberg via Getty Images Message Shane Burke
The Briefing

OpenAI, Musk and Focus

By Martin Peers · Mar 17, 2026 5:00pm PDT
OpenAI has decided the “everything everywhere all at once” strategy isn’t ideal, after all. As we and others reported on Monday night, senior OpenAI executive Fidji Simo told staffers last week that the company needed to “refocus on business customers and cut down on side quests that were becoming a distraction.” (Is that the understatement of... OpenAI has decided the “everything everywhere all at once” strategy isn’t ideal, after all. As we...
A photo of the Getty Villa, where the Montgomery Summit held its opening event. Photo courtesy of March Capital.
Dealmaker

The AI Worries Keeping Investors Up at Night

By Julia Hornstein · Mar 17, 2026 3:45pm PDT
It’s no surprise that if you bring hundreds of venture capitalists and limited partners together in 2026, most will have bought into AI—literally. So it was interesting to hear what investors gathered in Santa Monica, Calif., last week for March Capital’s annual The Montgomery Summit thought were the AI boom’s weak links. Take Matt... It’s no surprise that if you bring hundreds of venture capitalists and limited partners together...
Dealmaker Newsletter
Reporters Cory Weinberg and Katie Roof tell you what’s coming next, who’s winning—and who’s losing—in the high-stakes world of startup investing.
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Palantir CEO Alex Karp via Getty
Applied AI

Palantir Has What OpenAI and Anthropic Want

By Laura Bratton · Mar 17, 2026 12:50pm PDT · 1 comment
Anthropic and OpenAI have leaned heavily into serving businesses with AI agents that automate white collar tasks and software that helps businesses manage these agents. The two AI developers are even competing to sign up private equity firms to create joint ventures that would sell AI to the PE firms’ portfolio companies, my colleagues... Anthropic and OpenAI have leaned heavily into serving businesses with AI agents that automate...
Jensen Huang, CEO of Nvidia, speaks during a keynote address at the Nvidia GTC. Photo by David Paul Morris/Getty Images
Nvidia Needed Groq After All
By Wayne Ma and Anissa Gardizy · Mar 17, 2026 7:00am PDT
Jensen Huang, CEO of Nvidia, speaks during a keynote address at the Nvidia GTC. Photo by David Paul Morris/Getty Images
AI Agenda

Nvidia Needed Groq After All

By Wayne Ma and Anissa Gardizy · Mar 17, 2026 7:00am PDT
Greetings from the San Jose Convention Center, where Nvidia is throwing its annual AI conference. The AI craze is palpable here. Humanoid robots offer fist-bumps to conferencegoers, and attendees are buying sweaters with Nvidia CEO Jensen Huang’s face on them. Nebius, a cloud provider that rents out Nvidia graphics processing units, took... Greetings from the San Jose Convention Center, where Nvidia is throwing its annual AI conference....
Art by Mike Sullivan
Exclusive

OpenAI Clinches AWS Deal in Bid to Win Government Contracts

By Sri Muppidi and Aaron Holmes · Mar 17, 2026 6:00am PDT
OpenAI on Friday signed a new contract with Amazon Web Services to sell its AI to U.S. government employees for both classified and unclassified work, according to two people with direct knowledge of the agreement. The contract will allow OpenAI to support the Pentagon through a deal it hastily won late last month after the agency ditched its... OpenAI on Friday signed a new contract with Amazon Web Services to sell its AI to U.S. government...