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Anthropic

The Information’s in-depth reporting about Anthropic.
Follow this topic to get the latest updates from The Information reporters and subscribers.

Recent Articles about Anthropic
Microsoft's Pavan Davuluri. Chona Kasinger/Bloomberg/Getty Images.
Applied AI

Microsoft Cuts Copilot Bloat

By Aaron Holmes · May 7, 2026 10:30am PDT
After Microsoft bought the rights to use OpenAI’s technology for free, Microsoft developed a case of Copilot fever, launching Copilot-branded AI features in dozens of products, from Office and Bing to PowerBI and Dynamics. Microsoft appears to be dialing it back a bit, seemingly in response to complaints from customers that the Copilots are... After Microsoft bought the rights to use OpenAI’s technology for free, Microsoft developed a case...
Art by Mike Sullivan
AI Agenda

Why Musk is Giving xAI’s Servers to Anthropic; AI Video-App Developer Reka Acquires Video-Generating Startup

By Stephanie Palazzolo and Anissa Gardizy · May 7, 2026 7:00am PDT
OpenAI and Anthropic’s servers are generally bursting at the seams, while xAI’s mountain of servers aren’t as busy, as we and others recently reported. That’s burning a multibillion-dollar hole in the pocket of new xAI owner SpaceX, which is trying to go public soon and is sure to receive tremendous scrutiny over its AI-related losses.So after... OpenAI and Anthropic’s servers are generally bursting at the seams, while xAI’s mountain of...
AP Images.
The Briefing

Elon Musk’s xAI Is Becoming a Cloud Firm

By Martin Peers · May 6, 2026 5:00pm PDT · 2 comments
Is xAI the next CoreWeave? SpaceX’s announcement on Wednesday that its xAI unit had struck a deal to supply computing capacity to Anthropic comes a couple of weeks after xAI struck a similar deal with AI coding startup Cursor. Last we checked, AI firms with leading models need all the computing capacity they can get, which means they’re... Is xAI the next CoreWeave? SpaceX’s announcement on Wednesday that its xAI unit had struck a deal...
Recap: The IPO Reckoning
By The Information Partnerships · May 6, 2026 1:27pm PDT
Partner Content

Recap: The IPO Reckoning

By The Information Partnerships · May 6, 2026 1:27pm PDT
After years of mostly tumbleweeds, the initial public offering market is about to enter one of its most exciting and potentially volatile eras. SpaceX—with a valuation expected to exceed $1 trillion—is widely anticipated to go public as soon as June, with companies like Anthropic and OpenAI potentially not far behind. As a historic wave of... After years of mostly tumbleweeds, the initial public offering market is about to enter one of...
Photo by Michael Nagle/Getty Images
The Information Finance

Why SpaceX Might Land in Your Mother’s Index Fund

By Ken Brown · May 6, 2026 8:00am PDT · 5 comments
When SpaceX hits the market, likely next month, Elon Musk’s fans will rush to buy shares no matter what the valuation. A few months later, a far different group of investors might also scramble to get shares, and they’ll also buy at any price.Index funds, the favorites of savvy, cost-conscious investors, might be forced to load up on SpaceX... When SpaceX hits the market, likely next month, Elon Musk’s fans will rush to buy shares no...
The Information Finance Newsletter
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Art by Mike Sullivan; Shutterstock
AI Agenda

Rising AI Costs Are Becoming a Problem For Even Investors

By Stephanie Palazzolo · May 6, 2026 7:00am PDT
In recent months, a lot of discussion has centered around the rising costs of AI, with even large, sophisticated public companies like Uber blowing through their 2026 AI budgets in a matter of months.Even venture capitalists are feeling the pain. One partner at a large fund told me that they previously gave five of their staffers enterprise ... In recent months, a lot of discussion has centered around the rising costs of AI, with even...
Patrick T. Fallon/AFP via Getty Images.
Dealmaker

Private Equity’s AI Deals Lighten the Mood at Milken

By Cory Weinberg and Valida Pau · May 5, 2026 4:35pm PDT
News this week about private equity firms’ new joint ventures with OpenAI and Anthropic came at the right time for PE giants: just as they were about to sit down with their investors for days of meetings at the annual Milken Institute conference. The AI partnerships put the slew of PE firms involved—in Anthropic’s case, Blackstone, Hellman... News this week about private equity firms’ new joint ventures with OpenAI and Anthropic came at...
Mark Zuckerberg, CEO of Meta. Photo by David Paul Morris/Getty Images
Meta Is Building an AI Agent Called ‘Hatch’ and an AI Shopping Tool in Instagram
By Jyoti Mann · May 5, 2026 3:33pm PDT
Mark Zuckerberg, CEO of Meta. Photo by David Paul Morris/Getty Images
Exclusive

Meta Is Building an AI Agent Called ‘Hatch’ and an AI Shopping Tool in Instagram

By Jyoti Mann · May 5, 2026 3:33pm PDT
Meta Platforms is building a consumer version of the AI agent OpenClaw and a new agentic shopping tool, people familiar with the efforts said, as CEO Mark Zuckerberg pushes for products to deliver returns on the company’s huge artificial intelligence investments. Meta is training the OpenClaw-inspired agent, internally called “Hatch,” with the... Meta Platforms is building a consumer version of the AI agent OpenClaw and a new agentic shopping...
Bill McDermott, CEO of ServiceNow. Photo by Bridget Bennett/Getty Images
Applied AI

ServiceNow Is Putting Up a New Tollgate for AI Agents

By Laura Bratton · May 5, 2026 1:25pm PDT
The number of software tollgates is expanding.ServiceNow on Monday joined firms such as HubSpot and Workday in detailing plans to charge customers that use AI agents to tap data in its apps. During its financial analyst day in Las Vegas, the company unveiled “Action Fabric”, a new layer—effectively a tollgate—that AI agents will have to go... The number of software tollgates is expanding.ServiceNow on Monday joined firms such as HubSpot...
Anthropic Co-founder and CEO Dario Amodei. Photo by Chance Yeh/Getty Images
Exclusive

Anthropic Commits to Spending $200 Billion on Google’s Cloud and Chips

By Sri Muppidi, Erin Woo and Amir Efrati · May 5, 2026 1:20pm PDT
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... When Google last month said it would supply Anthropic with an astonishing five gigawatts of...
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Subscriber Survey

Three-Way AI Race Emerges as ChatGPT Loses Early Lead Among Readers

By Shane Burke · May 5, 2026 11:59am PDT
ChatGPT’s early lead with The Information’s readers has largely vanished, leaving the three biggest AI chatbots in a neck-and-neck race. In our latest reader survey, about 60% of respondents said they use Anthropic’s Claude, while 57% use OpenAI’s ChatGPT and 56% use Google’s Gemini. The shift has been years in the making. We first asked readers... ChatGPT’s early lead with The Information’s readers has largely vanished, leaving the three...
Greg Brockman, president and co-founder of OpenAI exits federal court in Oakland yesterday. Photo by David Paul Morris/Getty Images
Greg Brockman’s Rough Day
By Rocket Drew · May 5, 2026 7:00am PDT · 1 comment
Greg Brockman, president and co-founder of OpenAI exits federal court in Oakland yesterday. Photo by David Paul Morris/Getty Images
AI Agenda

Greg Brockman’s Rough Day

By Rocket Drew · May 5, 2026 7:00am PDT · 1 comment
Monday was Greg Brockman's turn to get grilled, as Elon Musk's lawyer relentlessly questioned the OpenAI co-founder and president about his financial stake in the AI giant and companies it does business with.Brockman took the stand to start the second week of courtroom proceedings in Musk’s lawsuit alleging breach of charitable trust and unjust... Monday was Greg Brockman's turn to get grilled, as Elon Musk's lawyer relentlessly questioned the...
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