Browsing Tag
Anthropic
115 posts
CoreWeave company profile: How a crypto miner built a $99.4bn AI cloud backlog
CoreWeave has transformed from a cryptocurrency-mining operation into one of the world’s fastest-growing artificial intelligence cloud providers, securing major commitments from Microsoft Corporation, OpenAI, Meta Platforms, Inc., Anthropic and Jane Street. Its $99.4 billion revenue backlog offers extraordinary visibility, but heavy debt, customer concentration and a planned $31 billion to $35 billion capital programme make execution as important as demand.
AMD launches Helios rack-scale AI platform as $AMD trades near 52-week high
AMD is moving beyond individual processors with an open, rack-scale AI architecture designed to challenge Nvidia across hardware, networking, software and data centre deployment.
Hut 8 (NASDAQ: HUT) rises 10% after $9.8bn AI data-centre lease
Hut 8 has fully contracted its one-gigawatt Beacon Point campus, but investors must separate headline lease value from construction, financing and delivery economics.
FIS joins Anthropic Project Glasswing to test Mythos 5 on critical financial software
FIS is testing Anthropic’s Mythos 5 through the controlled-access Project Glasswing initiative to identify vulnerabilities in its own software infrastructure. The programme sits alongside, rather than inside, the companies’ commercial banking AI partnership, making verified security outcomes the immediate test.
Rubrik (NYSE: RBRK) commits £375m to UK as cyber resilience and AI risks converge
Rubrik is making London its EMEA headquarters and committing £375 million to the United Kingdom as enterprises confront ransomware, sovereign-cloud demands and autonomous AI agents.
TeraWulf found the AI tenant everyone wants, but can it build the campus fast enough?
TeraWulf’s 20-year Anthropic lease has become a defining test of whether power-rich former Bitcoin miners can evolve into durable AI infrastructure companies.
DigitalOcean (DOCN) Q2 RPO tops $800m, 10X YoY on nine-figure AI customer wins
DigitalOcean (DOCN) up 9.3% as Q2 RPO tops $800M, 10X YoY on nine-figure AI wins. Growth accelerates to 29%, capacity extends into 2028.
DXC Technology (NYSE: DXC) launches Bengaluru hub to scale enterprise AI
DXC Technology has opened a 200,000-square-foot AI-focused Customer Experience Center in Bengaluru, combining consulting, engineering, cybersecurity and operations capabilities as the company tries to convert enterprise AI interest into larger production deployments.
Zoom targets buyer intelligence and AI revenue agents with Common Room acquisition
Zoom’s Common Room acquisition strengthens ZM’s AI revenue platform with buyer intelligence, GTM signals and revenue agents.
Could Micron’s Anthropic deal prove memory is no longer the boring part of AI?
Find out how Micron’s Anthropic AI infrastructure agreement could affect MU stock, HBM demand, Claude growth and semiconductor competition today!