Browsing Tag
Anthropic
99 posts
Why Tata Consultancy Services’ Anthropic deal matters more with #TCS near a 52-week low
Find out how Tata Consultancy Services’ Anthropic partnership could reshape #TCS, Claude adoption and India’s IT services model.
Can Perplexity’s 2028 IPO plan prove AI search has a business model beyond hype?
Perplexity plans a 2028 IPO despite OpenAI and Anthropic. See why AI search must prove its business model before Wall Street.
OpenAI IPO filing puts trillion-dollar AI valuation debate at centre of Wall Street pipeline
OpenAI has filed for a U.S. IPO after Anthropic. See why Wall Street’s AI valuation test may reshape the IPO market.
SpaceX lands a $30bn Google compute deal as AI’s landlords and tenants blur before its IPO
SpaceX will rent Google ~110,000 Nvidia GPUs for $920M/month, up to $30B through 2029, its second giant compute deal. Even Google needs bridge capacity for AI demand.
Broadcom (AVGO) drops after hours despite record revenue and 143% AI chip growth
Broadcom posted record revenue up 48% and AI chip sales up 143%, then fell as much as 14% after hours. A blowout met expectations too high to satisfy.
Project Lightwell: IBM and Red Hat build a clearinghouse to patch open source at scale
IBM and Red Hat are wagering $5 billion that open source security is a subscription business. What Project Lightwell means for the supply chain, inside.
Claude Opus 4.8 lands as Anthropic squeezes GPT-5.5 and Gemini 3.5 Flash
Anthropic ships Claude Opus 4.8 with sharper judgement and cheaper fast mode, squeezing GPT-5.5 and Gemini 3.5 Flash on enterprise agent contracts.
Anthropic’s $965bn mark resets the AI race as an October IPO looms
Anthropic's $65 billion Series H values it at $965 billion, leapfrogging OpenAI as Micron, Samsung, and SK hynix join the compute arms race. Read more.
Fujitsu ($FJTSF) signs dual AI pacts with Anthropic and OpenAI to lead Japan’s enterprise AI shift
Fujitsu signed dual AI pacts with Anthropic and OpenAI, deploying Claude to 100,000 staff just eight days after Hitachi, escalating Japan's enterprise AI race. Read more.
Salesforce just showed Wall Street the AI numbers, so why is $CRM still stuck in the penalty box?
Salesforce raised guidance and showed Agentforce growth, but $CRM investors still fear AI could rewrite enterprise software economics.