Browsing Tag
Anthropic
53 posts
Claude Opus 4.7 enters enterprise cyber defense as TrendAI targets exploitable vulnerabilities
AI can find flaws faster than companies can fix them. TrendAI’s Anthropic tie-up tests whether cyber defense can finally close the gap.
Daloopa’s Perplexity deal shows where AI finance is heading after the hype cycle
AI finance has a trust problem. Daloopa’s Perplexity integration shifts the race from smarter models to verified data workflows.
Claude Security exits preview as Anthropic pushes Opus 4.7 into Falcon, Palo Alto Networks and Microsoft Security stacks
Anthropic says AI is shrinking the gap between flaw discovery and exploit. Claude Security is its bet that defenders, not attackers, win the race.
Alphabet smashes Q1 2026 estimates as Google Cloud revenue soars 63% and AI infrastructure spend hits $35.7bn
Google Cloud revenue jumped 63% and backlog hit $460B. Now Alphabet is borrowing $31B to spend $190B on AI capex. Is the build finally bigger than the demand?
Microsoft (MSFT) trades near $424 after Q3 beat as OpenAI revenue share is eliminated
Microsoft beat Q3 expectations across the board. Then it guided $190 billion of 2026 capex and Q4 revenue below consensus. Read more.
Brussels orders Google to open Android to rival AI assistants in DMA interoperability draft
Google reserved Android's AI hooks for Gemini. Brussels now wants rival assistants to run native tasks too, with binding measures due within six months.
Why Goldman Sachs still sees $160bn in IPO proceeds despite fewer expected listings
Fewer IPOs, same $160bn target. Goldman Sachs’ reset shows why 2026 listings may depend on mega-deals. Read the full analysis.
Microsoft and OpenAI rewrite landmark partnership as ChatGPT maker gains freedom to court Amazon and rival clouds
Microsoft built the AI era on exclusivity with OpenAI. It just gave that up. The question now is what Azure defends with no contractual moat left.
Nvidia (NASDAQ: NVDA) is a $5tn company again, and this time Google’s TPUs are watching
Nvidia is back at $5 trillion. The harder question is whether Rubin can defend pricing power as Google TPUs and Broadcom ASICs scale into 2027.
Google backs Anthropic with up to $40bn as 5GW compute deal reshapes the frontier AI landscape
Google commits up to $40B in Anthropic at a $350B valuation with 5GW of cloud compute. Here's what it means for AI markets. Read the full analysis.