Anthropic Company News & Analysis — The Information

Recent Articles about Anthropic

Anthropic CEO Dario Amodei. Getty Images.

Sunday Insights

Anthropic’s Big Charity Bill for Shareholders

By Cory Weinberg · Oct 4, 2026 8:00am PDT · 3 comments

When Anthropic shared financial figures recently with prospective investors in its planned initial public offering, it included a surprising glimpse of the enormous riches about to hit nonprofits and philanthropies—and the cost to shareholders. The company reported a non-cash expense of more than $660 million for stock used to... When Anthropic shared financial figures recently with prospective investors in its planned...

Art by Mike Sullivan

How China’s Token Resellers Create an Anthropic Gray Market

By Jing Yang, Juro Osawa and Qianer Liu · Oct 2, 2026 6:00am PDT

In Beijing’s Haidian District, a bustling hub for local universities and tech companies, six out of the roughly 30 tenants in one run-of-the-mill office building are all in the same business, according to one occupant of the building: selling Chinese customers access to Anthropic’s Claude and other models from U.S. AI companies. They’re not... In Beijing’s Haidian District, a bustling hub for local universities and tech companies, six out...

Art by Mike Sullivan

Anthropic Moves to Cut Off Discounts When Customers Hit Their Cap

By Kevin McLaughlin · Sep 28, 2026 6:00am PDT

Anthropic is flexing its muscle with enterprise customers by taking a hard line on discounts once those customers use up all the tokens they purchased. That’s created an opening for OpenAI to take a more flexible approach. While both Anthropic and archrival OpenAI provide discounts to customers that commit to spending millions of dollars a year... Anthropic is flexing its muscle with enterprise customers by taking a hard line on discounts once...

Anthropic CEO Dario Amodei. Photo by Chance Yeh/Getty Images .

Anthropic Seeks Palantir-Style Voting Control for Seven Co-Founders Ahead of IPO

By Cory Weinberg, Valida Pau and Julia Hornstein · Sep 24, 2026 2:53pm PDT · 3 comments

Anthropic CEO Dario Amodei. Photo by Chance Yeh/Getty Images .

Anthropic Seeks Palantir-Style Voting Control for Seven Co-Founders Ahead of IPO

By Cory Weinberg, Valida Pau and Julia Hornstein · Sep 24, 2026 2:53pm PDT · 3 comments

Anthropic is asking shareholders to approve a new corporate structure that would award CEO Dario Amodei and his six cofounders a special class of shares giving them collective voting control in most corporate matters, according to people familiar with the planning. The new arrangement, which emulates a founder-control structure at Palantir,... Anthropic is asking shareholders to approve a new corporate structure that would award CEO...

Photos via Getty Images; art by Mike Sullivan

Google, OpenAI and Anthropic AI Safety Group Takes Shape

By Leo Schwartz and Stephanie Palazzolo · Sep 24, 2026 6:00am PDT

Google, OpenAI and Anthropic are pushing forward with a plan to create a new AI safety-focused standards body on their own, without government oversight, in hopes of launching it by the end of the year or early in 2027, according to people familiar with the matter. The three companies tentatively plan to name the self-regulatory organization the... Google, OpenAI and Anthropic are pushing forward with a plan to create a new AI safety-focused...

Art by Mike Sullivan.

Anthropic in Talks for 1-Gigawatt Data Center Lease With Apollo-Backed Developer

By Valida Pau and Amir Efrati · Sep 22, 2026 7:21pm PDT

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... Anthropic is in early talks to lease up to 1 gigawatt in compute capacity from a data center...

Art via Shutterstock; Mike Sullivan

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

By Laura Bratton · Sep 22, 2026 10:38am PDT

We’ve been reporting for months about how companies are shifting some traditional software spending to Anthropic and OpenAI. New data from procurement software firm Zip provides further evidence.AI providers such as OpenAI, Anthropic, Cursor, and Sierra accounted for 8% of spending by Zip customers in the 12 months that ended in August, up from... We’ve been reporting for months about how companies are shifting some traditional software...

Art via Mike Sullivan

Software Firms Discount AI to Keep Customers From Anthropic, OpenAI

By Laura Bratton, Aaron Holmes and Catherine Perloff · Sep 22, 2026 6:01am PDT

Art via Mike Sullivan

Software Firms Discount AI to Keep Customers From Anthropic, OpenAI

By Laura Bratton, Aaron Holmes and Catherine Perloff · Sep 22, 2026 6:01am PDT

Software firms and cloud providers including Amazon, Microsoft, Figma and Workday are dangling new discounts on AI products to clients and consulting partners exhausted by shifts in pricing. The special offers come as customers get choosier about which tools they purchase after they increased budgets for products like Anthropic’s Claude Code and... Software firms and cloud providers including Amazon, Microsoft, Figma and Workday are dangling...

Art via Getty Images; Mike Sullivan

China Probes DeepSeek, Moonshot Over Potential Data Leaks to Anthropic

By Qianer Liu and Jing Yang · Sep 22, 2026 4:18am PDT

China’s internet regulator is investigating DeepSeek and Moonshot AI after Anthropic alleged both companies had been routing sensitive user data to Claude models, according to people with knowledge of the matter. In a 154-page report published on Sept. 10, Anthropic detailed how seven Chinese companies were using Claude illicitly on a widespread... China’s internet regulator is investigating DeepSeek and Moonshot AI after Anthropic alleged both...

Dario Amodei, left, and Sam Altman. Photos by Getty Image

OpenAI and Anthropic Neared Deal to Stress Test Each Other’s AI

By Amir Efrati and Stephanie Palazzolo · Sep 21, 2026 6:55am PDT

OpenAI is rethinking a range of safety strategies as it responds to fears from employees and others about the dangers its AI poses. One solution could lie in the recent past. Even before the spate of cybersecurity incidents involving OpenAI’s technology and the dire warnings from industry workers, the company was negotiating a legally binding... OpenAI is rethinking a range of safety strategies as it responds to fears from employees and...