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Anthropic

The Information's in-depth reporting about Anthropic.
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Recent Articles about Anthropic
Judson Althoff, CEO of Microsoft's commercial business. David Paul Morris/Bloomberg via Getty Images.
Applied AI

Microsoft Doubles Down on Seat-Based Pricing For AI

By Aaron Holmes · Mar 10, 2026 10:30am PDT
Microsoft appears to be betting that its tried-and-true subscription pricing model for software is here to stay, even in the era of AI agents that run 24/7, and that customers will be OK with ever-higher prices.Microsoft on Monday announced a new AI subscription bundle that combines Office 365 and with 365 Copilot, a suite of AI tools for... Microsoft appears to be betting that its tried-and-true subscription pricing model for software...
Microsoft President Brad Smith testifies before the Senate Committee on Commerce, Science, and Transportation in May. Photo by Getty Images.
Org Charts

Org Chart: The Microsoft Legal Staff Girding for Cloud-Bundling Suits

By Aaron Holmes · Mar 10, 2026 8:00am PDT · 1 comment
Microsoft is facing a new cluster of antitrust probes over whether it has illegally monopolized the cloud and software markets. As it gears up for battle, it’s been reorganizing the top ranks of its legal and policy department. Over the past year, Microsoft has shifted at least four executives into new roles within the legal teams under... Microsoft is facing a new cluster of antitrust probes over whether it has illegally monopolized...
Unreasonable Labs cofounders Yuan Cao and Markus Buehler. Photos courtesy of Unreasonable Labs.
AI Agenda

The Startup Trying a New Trick to Develop AI For Science Discovery

By Stephanie Palazzolo · Mar 10, 2026 7:38am PDT
OpenAI and Anthropic have raised tens of billions of dollars on the promise of artificial intelligence that can make new discoveries in fields like medicine, biology and physics. And yet, we’re nowhere close to that. (You might recall this awkward moment from last fall when a ChatGPT-generated math “discovery” was debunked.) The... OpenAI and Anthropic have raised tens of billions of dollars on the promise of artificial...
Spark General Partner Yasmin Razavi. Art by Clark Miller; Screenshot via Youtube
Anthropic Backer Spark Capital Targets $3 Billion in New Funds
By Katie Roof and Anissa Gardizy · Mar 9, 2026 7:02pm PDT · 3 comments
Spark General Partner Yasmin Razavi. Art by Clark Miller; Screenshot via Youtube
Exclusive

Anthropic Backer Spark Capital Targets $3 Billion in New Funds

By Katie Roof and Anissa Gardizy · Mar 9, 2026 7:02pm PDT · 3 comments
Spark Capital, the first venture firm to back Anthropic, is in the process of raising about $3 billion in new funds, 50% more than the size of funds it raised two years ago, according to a person with direct knowledge of the fundraise. The fundraising target will test investor demand in a venture firm that made early bets on one of the initial... Spark Capital, the first venture firm to back Anthropic, is in the process of raising about $3...
Airstrikes on an oil depot in Tehran on March 7. Sasan/Middle East Images/AFP via Getty Images.
The Briefing

Iran, IPOs and the Stockmarket

By Martin Peers · Mar 9, 2026 5:00pm PDT
It’s a good thing SpaceX is thinking of June for its upcoming IPO. There has to be a decent chance the current Iran war has ended by then, restoring some stability to the market. Then again, these hostilities could easily spread. Not only is the IPO market not necessarily safe, but there’s a cloud of uncertainty now hanging over the economy and... It’s a good thing SpaceX is thinking of June for its upcoming IPO. There has to be a decent...
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The Stargate AI data center in Abilene, Texas in September. Kyle Grillot/Getty Images.
AI Infrastructure

The Real Reason OpenAI Walked Away From an Oracle Stargate Expansion in Abilene

By Anissa Gardizy · Mar 9, 2026 10:30am PDT · 2 comments
Finance and data center executives have been buzzing about a Friday Bloomberg report that Oracle and OpenAI won’t expand a data center for the ChatGPT maker in Abilene, Texas, where the companies launched their first Stargate-branded facilities. As I have since learned, OpenAI several weeks ago declined to expand its data center usage... Finance and data center executives have been buzzing about a Friday Bloomberg report that Oracle...
Pete Hegseth, left, and Dario Amodei. Photos by Getty.
AI Agenda

Anthropic Has a Strong Legal Case Against Trump’s DoD

By Rocket Drew · Mar 9, 2026 7:00am PDT
Anthropic’s lawyers probably spent the weekend preparing a lawsuit the company said it would file against the Department of Defense for designating the Claude AI maker as a “supply chain risk” and cutting off commercial ties to “protect national security.” The designation followed Anthropic’s request for special assurances its tech wouldn’t be... Anthropic’s lawyers probably spent the weekend preparing a lawsuit the company said it would file...
OpenAI CEO Sam Altman. AP.
OpenAI’s IPO Hopes Face Skeptical Investor Community
By Anita Ramaswamy and Miles Kruppa · Mar 9, 2026 6:00am PDT · 11 comments
OpenAI CEO Sam Altman. AP.
True Value

OpenAI’s IPO Hopes Face Skeptical Investor Community

By Anita Ramaswamy and Miles Kruppa · Mar 9, 2026 6:00am PDT · 11 comments
OpenAI is likely at least six months away from going public, and possibly longer. But as the company takes steps toward an initial public offering, investment banks trying to get a piece of the business are contacting public market investors to gauge how they’re thinking about OpenAI’s prospects as a public company, said one person who has been... OpenAI is likely at least six months away from going public, and possibly longer. But as the...
Photo by Prakash Singh/Getty Images
The Briefing

Sundar Pichai’s Near-Billionaire Status; Oracle in Spotlight

By Martin Peers · Mar 8, 2026 4:00pm PDT
Alphabet CEO Sundar Pichai is close to achieving billionaire status, thanks to his generous stock compensation—and he’s only likely to get richer. Alphabet revealed in a securities filing late Friday that it had awarded him several new grants of stock, to vest over the next three years, which could potentially be worth nearly $700 million. We... Alphabet CEO Sundar Pichai is close to achieving billionaire status, thanks to his generous stock...
A plume of smoke rises from the Zayed Port following a reported Iranian strike in Abu Dhabi on March 1, 2026. Photo by Ryan Lim / AFP via Getty Images.

Iran War Imperils $300 Billion in Gulf AI Spending

By Miles Kruppa · Mar 8, 2026 8:00am PDT
The war in Iran is complicating plans by Gulf nations to spend more than $300 billion on data centers, chips and other AI investments, crimping a potential source of funding for power-hungry tech companies. Countries such as the UAE and Saudi Arabia have become big destinations for data centers. Local firms are developing the projects,... The war in Iran is complicating plans by Gulf nations to spend more than $300 billion on data...
Illustration: Clark Miller
The Weekend

Tech Finally Reaches a Red Line

By Abram Brown · Mar 7, 2026 7:00am PST
Welcome, Weekenders! In this newsletter:• The Big Read: Inside Anne Wojcicki’s plan to revive 23andMe• News Analysis: The week Anthropic went to war with OpenAI and the Pentagon• The Information Events: Tennis enters the analytics era at our Indian Wells retreat• Plus, Recommendations—our weekly pop culture picks: “Data,” “A Scandal in... Welcome, Weekenders! In this newsletter:• The Big Read: Inside Anne Wojcicki’s plan to revive...
Art by Clark Miller; Getty Images.
In Anthropic Feuds, the Personal Collides With the Political
By Nick Wingfield, Erin Woo, Sri Muppidi and Julia Hornstein · Mar 6, 2026 3:08pm PST · 1 comment
Art by Clark Miller; Getty Images.

In Anthropic Feuds, the Personal Collides With the Political

By Nick Wingfield, Erin Woo, Sri Muppidi and Julia Hornstein · Mar 6, 2026 3:08pm PST · 1 comment
There are fierce battles over principles, and then there are grudge matches. In recent days, Anthropic has engaged in an extraordinary mix of both. For over a week, the AI startup and its CEO, Dario Amodei, have been locked in an intense struggle with the Pentagon over Anthropic’s refusal to let the military use its technology for domestic... There are fierce battles over principles, and then there are grudge matches. In recent days,...
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