AI | Enterprise
Anthropic ups compute deal with Google and Broadcom amid skyrocketing demand
Anthropic bulked up its compute deal with Google and Broadcom as the company has seen its run-rate revenue surge to $30 billion.
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AI | Enterprise
Google to invest up to $40B in Anthropic in cash and compute
Google plans up to $40B investment in Anthropic as AI rivals race to secure massive compute capacity, following the limited release of its powerful, cybersecurity-focused Mythos model.
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How long is Anthropic’s lease with SpaceX? Opinions vary
Elon Musk is publicly reframing xAI’s massive Anthropic compute deal as short-term and cancellable, despite SpaceX’s own S-1 filing describing payments through May 2029.
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Alphabet plans to raise $80B to pay for AI buildout
“The company is experiencing strong demand for its AI solutions and services from enterprises and consumers, at levels that are exceeding the company’s available supply,” Alphabet said in its statement.
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Nvidia is a victim of the compute marketplace it created
Having proven how valuable compute can be, the company finds itself at the center of a market everyone wants to be in — while simpler technologies and less interesting companies get rich on the sidelines.
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AI | Enterprise
Reflection inks $1B compute deal with Nebius
Reflection AI has signed a $1 billion deal to access Nebius’ compute. Reflection was founded in 2024 and is developing open source AI technology.
