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The Latest Breaking News from Anthropic

Anthropic in early talks to buy DRAM-less AI inference chips from UK startup — Fractile's SRAM architecture reduces need for pricey memory during extreme pricing and shortage crunch

Anthropic has reportedly held early discussions with London-based chip startup Fractile about purchasing the company's inference accelerators.

Tom’s Hardware

AI chatbot fraud: the ‘gift card’ subcription that may cost you dear

AI chatbot fraud: the ‘gift card’ subcription that may cost you dear

After subscribing to the Claude chatbot, mystery payments started to appear on one family’s credit card bill. They are not alone

The Guardian - UK

Google Just Warned of a Significant Increase in 2027 CapEx. Why GOOGL Stock Investors Don’t Seem to Care.

Google Just Warned of a Significant Increase in 2027 CapEx. Why GOOGL Stock Investors Don’t Seem to Care.

Alphabet is ramping capital spending to unprecedented levels, but investors are largely shrugging because earnings and Cloud momentum are strong enough to absorb the hit and still deliver double‑digit growth.

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Anthropic's most powerful AI model just exposed a crisis in corporate governance. Here's the framework every CEO needs.

Yale's Jeffrey Sonnenfeld and colleagues argue that Claude Mythos will break enterprise deployment in ways that cannot be undone—without key fixes.

Pentagon Excludes Anthropic in Deal With OpenAI, Google, SpaceX and Others for Classified AI Work

The Defense Department said Friday it had reached agreements with leading AI firms, including SpaceX, OpenAI, Google, Nvidia, Reflection AI, Microsoft, Amazon Web Services, and Oracle.

International Business Times

$50 Billion in Revenue a Year: How the Trainium Chip Business Could Soon Seriously Move the Needle for Amazon Stock

Amazon is positioning its Trainium chips as a potential $50 billion revenue engine, signaling a major new growth pillar beyond AWS.

US military reaches deals with 7 tech companies to use their AI on classified systems

The Pentagon says it's partnering with seven tech companies to tap into their artificial intelligence in classified systems, allowing the military to boost its use of AI to help it fight wars

The Independent UK

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Washington has a new Anthropic problem

Anthropic is both a risk and a necessity to AI progress, at least in the White House's telling.

Google says it is ‘proud’ to serve the Pentagon – new DoD contract expansion says Gemini will only be used for ‘any lawful purpose’, but what happened to 'Don’t Be Evil'?

Google says it is ‘proud’ to serve the Pentagon – new DoD contract expansion says Gemini will only be used for ‘any lawful purpose’, but what happened to 'Don’t Be Evil'?

Google's contract with the Pentagon allows the DoD to use Gemini for 'any lawful purpose', and that is a big ethical concern.

3 Reasons Why Marvell Stock is a Buy Now

3 Reasons Why Marvell Stock is a Buy Now

Marvell Technology is turning AI demand into long-term, high-visibility revenue growth.

Half of Google's and Amazon's 'blowout AI profits’ came from a stake in Anthropic—not from their actual business

Half of Google's and Amazon's 'blowout AI profits’ came from a stake in Anthropic—not from their actual business

Anthropic is the secret sauce this earnings season, as unrealized gains on the private company are so powerful they're adding billions of shareholder worth to their partners.

For years, the risk Jamie Dimon was most concerned about was geopolitics. His answer has shifted

For years, the risk Jamie Dimon was most concerned about was geopolitics. His answer has shifted

“The bad guys can use cyber, and they’re going to get stronger and more powerful in terms of finding vulnerabilities.”

AI labs can't stop leapfrogging each other

Today's world-changers are tomorrow's forgotten labs.

Exclusive: Senators interrogate AI firms on China safeguards

Lawmakers are focusing on insider access — not just hacking.

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The Guardian - US

Claude-powered AI agent’s confession after deleting a firm’s entire database: ‘I violated every principle I was given’

A startup was left scrambling after a rogue AI agent deleted swaths of code underpinning its business

International Business Times

White House Drafts AI Policy Shift To Reopen Anthropic Access In Federal Agencies

Federal agencies are poised for expanded access to advanced AI tools like Anthropic's Mythos as the administration weighs a potential rollback of earlier restrictions tied to national security concerns.

Broadcom Just Hit $2 Trillion Market Cap. Is AVGO Stock a Buy Now?

Broadcom is no longer overlooked, although it remains a powerful long-term AI investment.

The Economic Times

Enough with mythologies: India needs new state-sponsored AI entities to create essential strategic capability

A new AI model called Mythos can find software flaws. Its restricted release raises concerns about misuse by hackers or foreign governments. India, with its large pool of engineers and young people, needs to develop its own advanced AI. This requires state-led initiatives to foster homegrown AI capabilities and ensure…

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Tom’s Hardware

OpenAI has effectively abandoned first-party Stargate data centers in favor of more flexible deals — company now prefers to lease compute and says Stargate is an umbrella term

OpenAI has reportedly modified its arrangement on several Stargate projects, leaving the direct ownership set up and instead preferring to lease compute from other partners who took on the direct risk of investing in the infrastructure.

'I violated every principle I was given': AI agent deletes company's entire database in 9 seconds, then confesses

An AI agent designed to speed up a company's coding instead wiped out its customer data in seconds, showing potential weaknesses in AI programming.

‘You don’t cook a Thanksgiving turkey in the microwave’: Pentagon confirms Department of Defense will use Google Gemini for ‘classified projects’ – US military to expand AI vendors as ‘overreliance on one vendor is never a good thing’

Google's Gemini joins OpenAI's ChatGPT as AI models being leveraged by the Department of Defense for warfighting capabilities.

ALAB, MRVL: Why the Biggest Winners from Amazon’s $100 Billion Anthropic Deal Could Be These 2 Stocks

Both of these companies are expected to see a windfall from the $100 billion Anthropic-Amazon deal.

'Claude can't replace taste or imagination, but it can open up new ways of working': Anthropic signs up Adobe, Blender and more to push Claude into creative work

The latest round of connectors Anthropic is adding to Claude are for the creative industry – including a major Adobe one.

Artists are split over Claude AI and Blender – here’s why

A creative partnership that’s raising eyebrows.

Google’s new Pentagon deal widens AI’s role in war to 'any lawful government purpose'

Google’s reported Pentagon AI deal underscores a broader industry shift toward military partnerships that could shape advanced AI

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