Browsing Tag
Claude
26 posts
Qualitas lifts AI-backed margin target above 60% as ASX:QAL recovery accelerates
Qualitas Limited is moving artificial intelligence from employee productivity tools into core credit underwriting, targeting a higher-margin funds management platform without proportionately increasing headcount.
June 26, 2026
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!
June 22, 2026
Amazon’s Anthropic risk test puts AWS, Trainium and frontier AI governance in focus
Find out how Amazon’s Anthropic exposure could reshape AWS, Trainium, AI governance and AMZN investor sentiment after the Fable shutdown.
June 14, 2026
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.
June 11, 2026
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.
June 10, 2026
Anthropic’s $965bn mark resets the AI race as an October IPO looms
Anthropic's $65 billion Series H values it at $965 billion, leapfrogging OpenAI as Micron, Samsung, and SK hynix join the compute arms race. Read more.
May 30, 2026
Fujitsu ($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.
May 28, 2026
Can Bristol Myers Squibb turn Claude into pharma’s first enterprise AI operating layer?
Bristol Myers Squibb is moving Claude beyond chatbots. The bigger test is whether agentic AI can change how pharma actually works.
May 25, 2026
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.
May 21, 2026
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.
May 20, 2026