Browsing Tag
Anthropic
115 posts
DeepSeek cuts V4-Pro API pricing permanently as developers weigh cost against reliability
DeepSeek has turned its V4-Pro discount into a permanent price reset. The AI cost war is moving from hype to hard economics.
Anthropic Q2 revenue set to double to $10.9bn as $45bn SpaceX deal redraws AI compute map
Anthropic nears first operating profit on $10.9B Q2 sales as $1.25B monthly SpaceX compute deal reshapes AI infrastructure economics. Read full analysis.
IBM sharpens AI security strategy as Project Glasswing puts enterprise cyber defense on a faster clock
AI is compressing cyberattack timelines. IBM’s Project Glasswing role shows why enterprise security may need a faster playbook.
SpaceX IPO filing turns Elon Musk’s Mars vision into Wall Street’s biggest capital test
Find out how SpaceX’s IPO filing turns Starlink, AI infrastructure and Musk’s Mars ambitions into a Wall Street test today!
Anthropic moves Claude agents inside the customer perimeter with self-hosted sandboxes and MCP tunnels
Anthropic just separated Claude agent orchestration from execution, and the compliance bottleneck holding back enterprise agent deployment has shifted.
EXPN share price climbs as Experian and ServiceNow launch agentic AI partnership ahead of May 20 results
Experian's stock has lagged the FTSE All-Share by 33%, but the operational numbers say something else. ServiceNow just signed up. Wednesday is the test.
Sage Group (LSE: SGE) rises 0.59% ahead of H1 FY26 results next Thursday in the post-Copilot moment of truth
Sage Copilot has 150,000 customers and PwC is now its AI trust partner. May 21 results will reveal whether the moat is real or the disruption is winning.
RELX (LSE: REL) gains 1.2% as relief bounce builds after AI-driven 12.7% ten-day slide
Anthropic's legal AI tool wiped 15% off RELX in a day. Six months later, the question is whether the market has overpriced the disruption or underpriced it.
Xero (ASX: XRO) stock up 8.55% as FY26 revenue jumps 31% and Anthropic AI deal lands
Xero (ASX: XRO) is down 56% over twelve months. FY26 revenue grew 31% and Melio drove US revenue 240% higher. The reset is now between investment phase and margin recovery.
Cerebras IPO priced 51% above range: How much will investors pay for AI not named Nvidia?
Cerebras priced 35% above its first range. The harder question is whether a company with 86% UAE revenue can justify $56 billion as a Nvidia alternative.