News & Updates
The latest news and updates from companies in the WLTH portfolio.
Anthropic's latest Claude Fable 5.1 model tops intelligence ranking - Cryptopolitan
The pricing shift matters now because earlier Fable 5 adoption lagged as companies balked at unpredictable AI bills. Anthropic launched a new model on September 1 called Claude Fable 5.1. The model immediately claimed the number one spot on Artificial Analysis's intelligence leaderboard with a score of 66 on the site's index, dethroning Opus 5 in the process. Fable 5.1 and Opus 5 sit atop the leaderboard Artificial Analysis ranks over 250 language models on price, speed, and intelligence. It now ranks two Fable 5.1 iterations first and second on the table. The site scores the "max with fallback" at 66, while scoring the "xhigh with fallback" at 65. Both tower above former leader Claude Opus 5 with a score of 63 in its max and xhigh modes. That means Anthropic has the top four spots on a leaderboard that has models from top AI labs like OpenAI, Google, SpaceXAI, Alibaba, and DeepSeek. The closest to any Anthropic model is OpenAI's GPT-5.6 Sol at max mode and SpaceXAI's Grok 4.6, both scoring 61. The ranking comes from an independent party, giving it more validity than a lab's own charts. Where the coding and research scores landed Anthropic internal numbers tell a similar story, even though they ought to be read as vendor-reported. Anthropic's reporting ranks Fable 5.1 at 52.6% on Terminal-Bench-Science 0.1, which is a test of agentic scientific research. That figure is double that of Fable 5's 24.7% and miles ahead of the 29% and 22.4% of Opus 5 and GPT-5.6 Sol, respectively. Fable 5.1 scores 55.8% on the Terminal-Bench 4.0 coding benchmark, higher than Fable 5's score of 42.0%. The selling point is the ability of this new model to do work that runs for hours. Millennium told Anthropic that Fable 5.1 was able to trace a rare crash in its system to a bug that had proved too stubborn for its engineers for the past four to five years. Browserbase said the new model completed 82% of tasks on its hardest browser-agent test, compared to 74% for Opus 5. A 75% cut to cache-read pricing There was no change in price, though. Fable 5.1 maintains Fable 5's rates of $10 per million input tokens and $50 per million output tokens, way more than Opus 5, which costs $5 and $25, and Sonnet 5, going at $2 and $10. The change occurs in the price of cached context. Anthropic reduced the cache-read price to $0.25 per million tokens, from $1.00, a 75% cut. Anthropic estimates that the average workload will become 25% cheaper, while heavily agentic workloads will become 45% cheaper. This is as a result of agents' ability to reread the same code, instructions, and conversation history. Same model, two safeguard tiers Anthropic launched a second name with Fable 5.1: Claude Mythos 5.1. They are basically the same models, but with separate safeguards. Fable 5.1 is available to the general public, but Mythos 5.1 is available only to vetted cybersecurity and life-sciences groups via Anthropic's Project Glasswing. That split comes after a tough period for Anthropic's safety testing. As Cryptopolitan reported, Anthropic put a pause on external cybersecurity evaluations on July 23. This came after Claude got to real systems during tests meant to be sandboxed. The company resumed external cybersecurity evaluations once it was able to add appropriate containment measures.
Anthropic's $35 Billion Cloud Deal Comes With an Nvidia Twist
This article first appeared on GuruFocus. Nvidia Corp. (NVDA, Financials), the leading artificial intelligence chipmaker, is taking a deeper role in Anthropic's latest infrastructure expansion than simply supplying GPUs. Anthropic has signed a cloud-computing deal worth $35 billion with Nvidia-backed provider Lambda, according to The Wall Street Journal. Nvidia will supply chips for the project and is also reportedly holding the lease on the Texas data center supporting the agreement. The facility is being developed by Hut 8 in Nueces County, Texas. For investors, that structure is the bigger story. Nvidia is increasingly using its financial strength to help secure infrastructure for customers that ultimately consume its chips. That can accelerate AI capacity growth, but it also means Nvidia is taking on a larger role in financing the ecosystem around its own products. The arrangement shows how tightly linked AI chip demand, data-center construction and cloud financing have become. Anthropic is one of the largest developers of frontier AI models, making the $35 billion commitment another sign that spending on AI infrastructure remains enormous. The deal also gives Hut 8 exposure to one of the biggest announced AI cloud commitments in the market. Investors will be watching whether Nvidia continues using its balance sheet and leasing arrangements to support other large AI customers as the industry races to add computing capacity.
Sony, Warner sue Anthropic over copyrighted music in AI training
The case joins a wave of lawsuits brought against technology companies by authors, publishers, music labels and news organizations over the use of copyrighted material to train artificial intelligence systems SAN FRANCISCO, California: Sony Music and Warner Music's publishing arms have sued Anthropic in California federal court, alleging the AI company illegally used copyrighted song lyrics and sheet music to train its Claude models. Sony and Warner said in a complaint filed on August 31 that Anthropic pirated hundreds of song lyrics and sheet music from The Beatles, Taylor Swift, Michael Jackson and hundreds of other artists to train Claude to respond to human prompts. The case joins a wave of lawsuits brought against technology companies by authors, publishers, music labels and news organizations over the use of copyrighted material to train artificial intelligence systems. Universal Music Group sued Anthropic in 2023 over the alleged use of copyrighted song lyrics in AI training. That lawsuit is still ongoing. Anthropic became the first AI company to settle one of the disputes last year, paying US$1.5 billion to resolve a class action brought by a group of authors. "Anthropic clearly considers that to be just the cost of doing business given that its entire business model continues to be built on copyright theft," Sony and Warner said in their complaint. "And $1.5 billion is obviously not a large enough settlement to deter infringing conduct by a company that has parlayed such mass infringement into a staggering $2-trillion-dollar valuation." Spokespeople for Anthropic, Sony Music and Warner Music did not immediately respond to requests for comment. The complaint alleges that Anthropic illegally obtained the publishers' lyrics and sheet music through torrent downloads to train Claude. It also alleges that Claude can reproduce copyrighted lyrics "verbatim" when prompted. Sony and Warner said Anthropic also used their lyrics to teach Claude to "generate vast quantities of purportedly 'new' AI-generated song lyrics, which compete with Music Publishers' legitimate copyrighted works as harmful market substitutes." The music publishers are seeking damages of up to $150,000 for each infringed copyright as well as a court order barring Anthropic from using their works.
Sony, Warner sue Anthropic over copyrighted music in AI training
The case joins a wave of lawsuits brought against technology companies by authors, publishers, music labels and news organizations over the use of copyrighted material to train artificial intelligence systems SAN FRANCISCO, California: Sony Music and Warner Music's publishing arms have sued Anthropic in California federal court, alleging the AI company illegally used copyrighted song lyrics and sheet music to train its Claude models. Sony and Warner said in a complaint filed on August 31 that Anthropic pirated hundreds of song lyrics and sheet music from The Beatles, Taylor Swift, Michael Jackson and hundreds of other artists to train Claude to respond to human prompts. The case joins a wave of lawsuits brought against technology companies by authors, publishers, music labels and news organizations over the use of copyrighted material to train artificial intelligence systems. Universal Music Group sued Anthropic in 2023 over the alleged use of copyrighted song lyrics in AI training. That lawsuit is still ongoing. Anthropic became the first AI company to settle one of the disputes last year, paying US$1.5 billion to resolve a class action brought by a group of authors. "Anthropic clearly considers that to be just the cost of doing business given that its entire business model continues to be built on copyright theft," Sony and Warner said in their complaint. "And $1.5 billion is obviously not a large enough settlement to deter infringing conduct by a company that has parlayed such mass infringement into a staggering $2-trillion-dollar valuation." Spokespeople for Anthropic, Sony Music and Warner Music did not immediately respond to requests for comment. The complaint alleges that Anthropic illegally obtained the publishers' lyrics and sheet music through torrent downloads to train Claude. It also alleges that Claude can reproduce copyrighted lyrics "verbatim" when prompted. Sony and Warner said Anthropic also used their lyrics to teach Claude to "generate vast quantities of purportedly 'new' AI-generated song lyrics, which compete with Music Publishers' legitimate copyrighted works as harmful market substitutes." The music publishers are seeking damages of up to $150,000 for each infringed copyright as well as a court order barring Anthropic from using their works.
Sony, Warner sue Anthropic over copyrighted music in AI training
The case joins a wave of lawsuits brought against technology companies by authors, publishers, music labels and news organizations over the use of copyrighted material to train artificial intelligence systems SAN FRANCISCO, California: Sony Music and Warner Music's publishing arms have sued Anthropic in California federal court, alleging the AI company illegally used copyrighted song lyrics and sheet music to train its Claude models. Sony and Warner said in a complaint filed on August 31 that Anthropic pirated hundreds of song lyrics and sheet music from The Beatles, Taylor Swift, Michael Jackson and hundreds of other artists to train Claude to respond to human prompts. The case joins a wave of lawsuits brought against technology companies by authors, publishers, music labels and news organizations over the use of copyrighted material to train artificial intelligence systems. Universal Music Group sued Anthropic in 2023 over the alleged use of copyrighted song lyrics in AI training. That lawsuit is still ongoing. Anthropic became the first AI company to settle one of the disputes last year, paying US$1.5 billion to resolve a class action brought by a group of authors. "Anthropic clearly considers that to be just the cost of doing business given that its entire business model continues to be built on copyright theft," Sony and Warner said in their complaint. "And $1.5 billion is obviously not a large enough settlement to deter infringing conduct by a company that has parlayed such mass infringement into a staggering $2-trillion-dollar valuation." Spokespeople for Anthropic, Sony Music and Warner Music did not immediately respond to requests for comment. The complaint alleges that Anthropic illegally obtained the publishers' lyrics and sheet music through torrent downloads to train Claude. It also alleges that Claude can reproduce copyrighted lyrics "verbatim" when prompted. Sony and Warner said Anthropic also used their lyrics to teach Claude to "generate vast quantities of purportedly 'new' AI-generated song lyrics, which compete with Music Publishers' legitimate copyrighted works as harmful market substitutes." The music publishers are seeking damages of up to $150,000 for each infringed copyright as well as a court order barring Anthropic from using their works.
Music giants accuse Anthropic of copyright theft in AI training
SAN FRANCISCO, California: Sony Music and Warner Music's publishing arms have sued Anthropic in California federal court, alleging the AI company illegally used copyrighted song lyrics and sheet music to train its Claude models. Sony and Warner said in a complaint filed on August 31 that Anthropic pirated hundreds of song lyrics and sheet music from The Beatles, Taylor Swift, Michael Jackson and hundreds of other artists to train Claude to respond to human prompts. The case joins a wave of lawsuits brought against technology companies by authors, publishers, music labels and news organizations over the use of copyrighted material to train artificial intelligence systems. Universal Music Group sued Anthropic in 2023 over the alleged use of copyrighted song lyrics in AI training. That lawsuit is still ongoing. Anthropic became the first AI company to settle one of the disputes last year, paying US$1.5 billion to resolve a class action brought by a group of authors. "Anthropic clearly considers that to be just the cost of doing business given that its entire business model continues to be built on copyright theft," Sony and Warner said in their complaint. "And $1.5 billion is obviously not a large enough settlement to deter infringing conduct by a company that has parlayed such mass infringement into a staggering $2-trillion-dollar valuation." Spokespeople for Anthropic, Sony Music and Warner Music did not immediately respond to requests for comment. The complaint alleges that Anthropic illegally obtained the publishers' lyrics and sheet music through torrent downloads to train Claude. It also alleges that Claude can reproduce copyrighted lyrics "verbatim" when prompted. Sony and Warner said Anthropic also used their lyrics to teach Claude to "generate vast quantities of purportedly 'new' AI-generated song lyrics, which compete with Music Publishers' legitimate copyrighted works as harmful market substitutes." The music publishers are seeking damages of up to $150,000 for each infringed copyright as well as a court order barring Anthropic from using their works.
Sony, Warner sue Anthropic over copyrighted music in AI training
The case joins a wave of lawsuits brought against technology companies by authors, publishers, music labels and news organizations over the use of copyrighted material to train artificial intelligence systems SAN FRANCISCO, California: Sony Music and Warner Music's publishing arms have sued Anthropic in California federal court, alleging the AI company illegally used copyrighted song lyrics and sheet music to train its Claude models. Sony and Warner said in a complaint filed on August 31 that Anthropic pirated hundreds of song lyrics and sheet music from The Beatles, Taylor Swift, Michael Jackson and hundreds of other artists to train Claude to respond to human prompts. The case joins a wave of lawsuits brought against technology companies by authors, publishers, music labels and news organizations over the use of copyrighted material to train artificial intelligence systems. Universal Music Group sued Anthropic in 2023 over the alleged use of copyrighted song lyrics in AI training. That lawsuit is still ongoing. Anthropic became the first AI company to settle one of the disputes last year, paying US$1.5 billion to resolve a class action brought by a group of authors. "Anthropic clearly considers that to be just the cost of doing business given that its entire business model continues to be built on copyright theft," Sony and Warner said in their complaint. "And $1.5 billion is obviously not a large enough settlement to deter infringing conduct by a company that has parlayed such mass infringement into a staggering $2-trillion-dollar valuation." Spokespeople for Anthropic, Sony Music and Warner Music did not immediately respond to requests for comment. The complaint alleges that Anthropic illegally obtained the publishers' lyrics and sheet music through torrent downloads to train Claude. It also alleges that Claude can reproduce copyrighted lyrics "verbatim" when prompted. Sony and Warner said Anthropic also used their lyrics to teach Claude to "generate vast quantities of purportedly 'new' AI-generated song lyrics, which compete with Music Publishers' legitimate copyrighted works as harmful market substitutes." The music publishers are seeking damages of up to $150,000 for each infringed copyright as well as a court order barring Anthropic from using their works.
Anthropic Unveils Claude Fable 5.1, Cuts Cache-Read Costs for Persistent AI Work
Migration Risk: New API behavior can break stored reasoning, forced tool calls, and cross-model handoffs, so version changes require integration testing. AI developer Anthropic released Claude Fable 5.1 and Claude Mythos 5.1 on September 1, cutting Fable's prompt-cache read price by 75 percent while keeping Mythos behind an invitation boundary. The lower rate matters most to API customers who repeatedly reuse long instructions or project context. Fable is available on paid plans, while Mythos serves enrolled US life-sciences participants and Anthropic's Claude Security service. The two names describe the same underlying model under different safeguards, not separate performance tiers. Cheaper repeated context can reduce the cost of persistent agents, while fresh input and generated output remain expensive and developers adopting the new version face API and data-governance conditions. Anthropic says Fable 5.1 is better at long-horizon coding, scientific research, and knowledge work. One result comes from Terminal-Bench-Science 0.1, a 70-workflow agent test whose task-specific graders check scientific artifacts. On Anthropic's run, Fable 5.1 received a 52.6 percent resolution rate, compared with 24.7 percent for Fable 5. What the Price Cut Actually Covers A prompt cache lets an application store a large, repeated prefix, such as system instructions, a codebase summary, or tool definitions, and reuse it in later requests. Fable 5.1 charges $0.25 per million tokens for a cache read, down from $1 for Fable 5. That arithmetic produces the 75 percent headline reduction. The rest of the token bill did not receive the same cut. Fresh input remains $10 per million tokens and generated output remains $50 per million. Cache writes, which create or refresh the stored prefix, are also billed separately and were not part of the reduction. The lower read rate therefore has the largest effect when an application repeatedly reuses substantial context, while a one-off request with mostly new input may see little change. Anthropic modeled that mix using four weeks of August traffic at the default effort setting. It estimated about 25 percent lower costs for a typical Fable workload and as much as 45 percent for highly agentic workloads. Those are company estimates, not guaranteed invoice reductions or independent production measurements. The difference between 75, 25, and 45 percent is the difference between one token category's unit price and the composition of an entire job. Subscription access follows another accounting system. Pro, Max, Team, and Enterprise plans provide access through allowances or usage pools, while API requests use token billing. The 75 percent figure does not mean a Claude subscription became 75 percent cheaper. It can lower metered usage inside products or enterprise arrangements that pass through API-rate consumption, but it does not cut the subscription seat price itself. One Model, Two Access Regimes Anthropic first brought this capability class to a broad audience with the original Claude Fable 5 launch. Fable 5.1 keeps the same basic division: it is the generally available version, with safeguards that can redirect sensitive requests, while Mythos 5.1 exposes the same base model with fewer cyber and biology restrictions to vetted organizations. The public Fable version now permits source-code vulnerability discovery, but exploit generation, penetration testing, and binary vulnerability scanning can still trigger a fallback to another Claude model. In Claude apps that fallback is visible and automatic. API developers must opt in, and a request that switches models can be billed entirely at the fallback model's rate or split at the point of the switch. That makes the safeguard boundary both a capability limit and a cost variable, not merely a policy label. Mythos 5.1 is not generally available. Anthropic limits it to enrolled, invitation-only US life-sciences participants and uses it within Claude Security. Access for a broader Cyber Verification Program was still described as forthcoming at launch. Earlier Mythos deployments through Project Glasswing provide historical context for this restricted route. Anthropic reported about 60 percent fewer cyber-safeguard interventions per Claude Code session and 85 percent fewer biology interventions on benign elementary biology and medical requests. These are Anthropic's evaluations, not independent production proof, and the biology figure does not extend to professional life-sciences research that remains subject to tighter routing. Availability and Migration Carry Their Own Limits Fable 5.1 is available in Claude's paid apps and through the Claude API under the model identifier claude-fable-5-1. Anthropic also lists Amazon Web Services, Google Cloud, and Microsoft as launch channels. Google Cloud records the model as generally available with a one-million-token input limit and a 128,000-token maximum output. Those provider limits should not be read as the allowance for every Claude subscription, whose app context limits can be smaller. The version change is not only a model-name substitution. For API organizations and cloud projects created after August 31 at 00:00 UTC, Anthropic no longer allows applications to alter the prefix before a preserved thinking block. That block preserves the model's earlier reasoning state across requests. Applications must keep its preceding context exact or opt into dropping incompatible blocks. A technical review of Anthropic's migration materials identifies two further breakpoints: forcing a particular tool call with tool_choice can return an error, and earlier Claude models cannot consume Fable 5.1 thinking blocks during a cross-model handoff. Developers using strict tool orchestration, model fallback, or stored conversations therefore need to test the full request path rather than only changing the model identifier. Data controls add another boundary. Anthropic's Covered Models policy sets a 30-day default retention period for prompts and outputs, with platform-specific handling and limited zero-data-retention exceptions. Its planned Enterprise Frontier Safeguards architecture would keep monitoring data in a customer's cloud and shift review to the customer, but Anthropic scheduled that system for a phased rollout later in fall 2026. It was not a broadly available launch-day feature. For organizations evaluating provenance controls, Fable 5.1 and Mythos 5.1 outputs carry an invisible statistical text watermark, but Anthropic limits access to its detector to a private preview for eligible organizations. The Lower-Priced Claude Choice Remains Cheaper cache reads narrow one part of Fable's premium, but they do not erase it. Claude Opus 5 launched in July as a lower-priced high-capability alternative. On September 1, Opus 5 cost $5 per million input tokens and $25 per million output tokens, half Fable's ordinary rates. Anthropic positions Fable above it for demanding long-horizon coding, scientific research, and knowledge work rather than as the default for every Claude workload. The meaningful comparison is therefore workload-shaped. Fable 5.1 changes the calculation when a long-running coding or research agent repeatedly reads a large cached prefix and the higher-capability tier is needed. Opus 5 retains the lower base cost when fresh input, output, or broad routine use dominates. Anthropic's launch-day performance figures do not independently prove which model produces the lowest cost per completed task. Savings concentrate in requests that repeatedly read cached context, while fresh input and output keep their previous rates. API and enterprise teams whose agents reuse large prompts therefore see the largest potential effect. Fable eligibility, safeguard fallback, migration behavior, and retention rules determine whether those teams can use the cheaper path as intended; Mythos remains a separate restricted route for approved organizations that need fewer cyber and biology safeguards.
Anthropic Win Leaves Federal Contractors Facing Legal Limbo
Artificial Intelligence & Machine Learning , Litigation , Next-Generation Technologies & Secure Development Anthropic may have won a victory in its lawsuits against the U.S. Department of Defense, but the company and its federal contractor customers may still have to wait before they can resume jumping into new deals. See Also: Securing AI Workloads With Ubuntu Pro A San Francisco federal court ruled on Aug. 27 that the Pentagon must remove the supply-chain designation label it tagged on Anthropic because the government acted unlawfully (see: Judge Orders Pentagon to Reverse Anthropic Blacklisting). The decision, from the U.S. District Court for the District of Northern California Judge Rita F. Lin, will hardly be the last word on the matte, especially because government is almost certain to appeal and litigation is still ongoing in a second, related case in the United States Court of Appeals for the District of Columbia Circuit. Kathleen Farley, vice president of litigation at industry association Chamber for Progress, told ISMG that some contractors should feel "some level of comfort" in the Lin decision, but only if they do not use certain contract clauses. The case still pending at the Washington, D.C. circuit court challenges legal rationale for the Pentagon's blacklisting made by invoking the Federal Acquisition Supply Chain Security Act, while the lawsuit decided in Lin's courtroom challenged the blacklisting on Constitutional and administrative grounds. "The takeaway is that if their contract has specific wording around" the Federal Acquisition Supply Chain Security Act, then "they have to wait for the D.C. decision to come down," Farley said. A three judge panel at the D.C. court of appeal declined to grant Anthropic's request for an injunction barring the Pentagon from enforcing the blacklisting. The panel heard oral argument in May and has yet to rule. Farley added that the Trump administration is likely to pursue litigation against Anthropic all the way to the Supreme Court. Chris Mohr, president of the Software Information Industry Association, said federal civilian subcontractors shouldn't be worried about using Anthropic products. Companies that do work for the Defense Department, are in a legal grey zone. "In our conversations with companies, they are wary about using Anthropic because many of them were already using it and it hampered how they wanted to use it," said Institute for Security and Technology CEO Philip Reiner. He added that some companies were also confused about whether they were allowed to use other Anthropic models such as Mythos 5 or Fable 5 because it seemed like the Trump administration is interested in using them, too. But all experts interviewed by ISMG agreed that the Trump administration seems ready to continue the fight against Anthropic. "My advice is not to miss the chance to work with a company like Anthropic, but make sure you add an exit clause, and you don't go in blind in case things change," Reiner said.
Sony, Warner sue Anthropic over alleged use of copyrighted songs to train Claude
The music publishing arms of Sony Music and Warner Music have filed a lawsuit against Anthropic in a California federal court, alleging that the AI firm misused their copyrighted song compositions to train its Claude AI models. Sony and Warner said in the complaint, filed Friday, that Anthropic pirated hundreds of song lyrics and sheet music from The Beatles, Taylor Swift, Michael Jackson and hundreds of other artists to train Claude to respond to human prompts. The lawsuit alleges that Anthropic obtained lyrics and sheet music through piracy sources, including Library Genesis and the Pirate Library Mirror. According to the complaint, the company also scraped licensed lyric websites such as Musixmatch and LyricFind. The publishers claim Anthropic used the material as training data for Claude. READ: Court dismisses lawsuit against Apple over alleged child sexual abuse material on iCloud (July 15, 2026) "In blatant violation of copyright law, Defendants have unlawfully acquired troves of Music Publishers' musical compositions, and then systematically copied those works multiple times," the filing states, "including as the inputs to train Anthropic's Claude AI models and in the outputs those models generate." Scraping and distributing Musixmatch content violates the site's user agreement, while LyricFind's privacy policy similarly prohibits reproduction "unless otherwise stated," the suit says. Sony and Warner are seeking statutory damages of up to $150,000 for each song the court finds Anthropic willfully infringed. They are also seeking up to $25,000 for each instance in which copyright-management information was allegedly removed from a work. With the complaint covering at least "thousands if not tens of thousands" of works, the potential damages could reach billions of dollars. The songs named in the complaint include Marvin Gaye and Tammi Terrell's "Ain't No Mountain High Enough," Mariah Carey's "All I Want for Christmas Is You," Survivor's "Eye of the Tiger," Leonard Cohen's "Hallelujah," Mark Ronson and Bruno Mars' "Uptown Funk," The Beatles' "I Am the Walrus," and Taylor Swift's "Paper Rings" and "Cruel Summer." Anthropic rejected the allegations, saying the company will "defend ourselves robustly" in court. "This is the third lawsuit from the same lawyers, recycling allegations from cases already before the courts," an Anthropic spokesperson told Fortune. READ: Anthropic to develop custom AI chips for Claude (August 5, 2026) The law firm Oppenheim and Zebrak, which represents Sony and Warner in the new suit, first sued Anthropic in October 2023 alongside Universal Music Publishing Group, Concord Music Group and ABKCO over roughly 500 songs. The same publishers filed a second suit through the same firm in January, covering more than 20,000 works and seeking more than $3 billion. BMG and Round Hill Music have also sued Anthropic over music this year. The lawsuit comes as AI companies face increasing scrutiny over alleged copyright violations. Earlier this year, a U.S. federal court approved a record-breaking $1.5 billion settlement in a copyright dispute brought by authors and publishers against Anthropic. The plaintiffs accused the AI company of misusing their books to train Claude.
Anthropic launches Claude Fable 5.1 and says it's up to 45 percent cheaper for agentic work
Anthropic says its newest AI models, Fable 5.1 and Mythos 5.1, address criticisms from customers about price, data retention, and overzealous safeguards. The company claims Claude Fable 5.1 offers stronger performance than Fable 5, but costs around 25 percent less typically and up to 45 percent less for complex agentic tasks, thanks to reduced pricing on cached data that was already processed and stored. Along with the announcement, a slew of early impressions popped up, including from Every CEO Dan Shipper, who claims, "It's the strongest coding model we've used, but now it's fast, token-efficient, and crucially actually speaks like a normal person." Box CEO Aaron Levie is another early access believer, saying that his company's agent with Fable 5.1 picked up on subtleties and ambiguities in data that Fable 5 missed in the same test. Meanwhile, Lisan al Gaib points out that on benchmarks, Mythos 5.1 with low reasoning scores the same as its predecessor set to Max reasoning. Fable 5.1 also has "more precise safeguards" that Anthropic says are less likely to block basic biology questions than Fable 5, but Mythos 5.1 has the same biology restrictions as the previous model. Anthropic also explained its progress on data retention, saying that Enterprise Frontier Safeguards offer "complete privacy" by storing data on the customer's cloud servers instead of its own, and will start rolling out later this fall. Anthropic says it's "now allowing Fable 5.1 to be used for identifying software vulnerabilities," but it will still redirect some cybersecurity tasks to Opus models, like "penetration testing, exploit generation, and binary-based vulnerability scanning." Claude Fable 5.1 is now available on all platforms, while Mythos 5.1 is available to Project Glasswing participants only.
Salesforce stock jumps 18% on AI growth and Anthropic investment gain
Salesforce reported strong financial results in its fiscal second quarter ended July 31, driving a significant jump in its stock price. The company's revenue climbed 11% year-over-year, while net income surged 87% compared to the prior-year period. On a per-share basis, the company earned $4.29 in net income, up from $1.96 a year earlier. A substantial portion of the earnings gain came from strategic investment holdings. Salesforce recorded a $2.6 billion gain on investments linked to artificial intelligence startup Anthropic, in which the company holds a stake. The valuation of Anthropic reached $965 billion following a funding round completed earlier. Free cash flow performance also stood out, climbing 81% to $1.10 billion, exceeding analyst consensus expectations of $643.2 million. Looking ahead, Salesforce issued guidance that again topped analyst expectations. For the third quarter, the company projected adjusted earnings between $3.42 and $3.44 per share on revenue between $11.42 billion and $11.50 billion, compared to consensus estimates of $3.38 and $11.41 billion respectively. Full-year revenue guidance was raised to $46.1 billion to $46.4 billion, representing approximately 11% growth at the midpoint. During the period, Salesforce announced significant business developments, including a $1.6 billion contract with the U.S. Department of Veterans Affairs and plans to acquire customer service startup Fin for $3.6 billion. The company's artificial intelligence product line showed robust expansion, with annualized revenue from Agentforce AI products exceeding $1.5 billion, up 240% year-over-year. However, the vendor noted some challenges in selling integration and analytics software licenses. Despite the strong quarterly performance, Salesforce shares remained down 22% year-to-date as of Wednesday's close, significantly trailing the S&P 500's 12% gain. Company leadership addressed concerns about generative artificial intelligence disrupting traditional software businesses, with co-founder Marc Benioff stating that predictions of software industry decline have not materialized. Article Attribution | Read More at Article Source Article summary produced by Claude AI
Anthropic Books $35 Billion To Nvidia-Backed Lambda For Cloud Capacity
A major $35 billion AI deal sees Anthropic securing computing capacity from Lambda, a cloud provider buying chips from Nvidia. The arrangement involves Hut 8, a data center landlord, leasing its Texas facility to Nvidia for 15 years, a deal worth nearly $20 billion. Nvidia's role as the anchor tenant is critical, as it underwrites its own demand forecast, making the project financeable. This contrasts with past vendor financing risks, as Nvidia backs a strong ecosystem amid soaring AI compute demand. Anthropic alone has committed $180 billion to capacity recently. The deal underscores that energized, leased data center capacity is now the scarcest AI asset, attracting long-term commitments from industry giants. Four companies are stacked inside the biggest AI deal of the week, and the order in which they carry its risk says more than the headline number. Anthropic has agreed to pay roughly $35 billion to Lambda, a cloud provider preparing to go public, for computing capacity at a single Texas data center campus. Lambda will fill that campus with chips it buys from Nvidia. Hut 8, a bitcoin miner that rebuilt itself as a data center landlord, owns the land and the buildings. And the tenant signed to the 15-year leases underneath the whole arrangement, according to the Financial Times, is Nvidia. When the company that sells the chips also signs the lease on the building they will run in, it is underwriting its own demand forecast. Nvidia is sure enough about who will need this capacity, and for how long, that it has agreed to pay the rent either way. Who Owes What To Whom The Wall Street Journal reported the Anthropic agreement first, and Bloomberg and Reuters confirmed it within hours. None of the four companies has commented publicly, so the terms describe reported figures, and the length of Anthropic's contract has not been disclosed. The venue is better documented. The campus is Beacon Point in Nueces County, Texas, near Corpus Christi, which Hut 8 fully commercialized this summer through two identical 15-year leases of 352 megawatts each. Each lease carries a base-term value of $9.8 billion with a 3 percent annual escalator, and renewal options stretch the potential total toward $50 billion. The leases are triple net, so the tenant pays taxes, insurance and upkeep on top of rent. Whoever signed those leases owes Hut 8 close to $20 billion no matter what happens to the AI market. Hut 8 would only describe that tenant as a high-investment-grade company. In July the Financial Times, citing five people familiar with the arrangement, identified it as Nvidia. The site has a signed interconnection agreement for a full gigawatt of utility power and is targeted to begin energizing in the first quarter of 2027. MORE FOR YOU Lambda's seat in the middle is the one that made the deal possible on short notice. The firm rents access to Nvidia GPUs at scale, and counts Nvidia as both an investor and its largest customer. It is also in talks to raise about $3 billion ahead of an IPO that could come in the second half of this year. Anthropic, for its part, ran into a compute shortage earlier this year as Claude usage grew. Since then it has been signing capacity wherever credible capacity exists: $45 billion with Nscale in West Virginia last week, more than $100 billion with Amazon Web Services in April, and now Texas. Add it up and Anthropic has committed roughly $180 billion to computing capacity in five months. Hut 8 owns the buildings and Nvidia signs the leases. Lambda buys the chips and Anthropic pays for the compute. Each participant is doing the one thing it is built for. Anthropic needed capacity, Lambda needed scale, Hut 8 needed a tenant it could take to lenders, and Nvidia guaranteed the building so the other three could move. The Vendor Financing Ghost The reflex objection writes itself, because the market has seen chip and equipment vendors stand behind their own customers before. Between 1999 and 2001, Lucent committed $8.1 billion in financing to telecom carriers buying its gear, Nortel extended $3.1 billion, and Cisco promised $2.4 billion, much of it unsecured and tied to future purchases. When bandwidth demand failed to appear, 47 carriers went bankrupt and Lucent wrote off roughly $3.5 billion in customer loans. That history is why every arrangement where Nvidia's money sits near Nvidia's revenue gets read as a warning. The analogy fails on the direction the credit flows. Lucent lent to the weakest companies in its chain, unprofitable startup carriers whose survival depended on demand that did not exist yet. The strongest balance sheet in that system spent years propping up the most fragile ones. At Beacon Point the strongest balance sheet took the obligation onto itself. Hut 8 collects rent from a tenant that just reported a $96 billion quarter, whatever happens to anyone else in the stack. The end buyer bears no resemblance to a 1999 carrier either. Anthropic disclosed a run-rate above $30 billion this spring, up from about $9 billion at the end of 2025. The carriers went broke waiting for demand to show up; Anthropic's trouble is keeping up with it. Why Nvidia Takes The Lease A chip company has no obvious business paying rent on real estate for fifteen years, so the seat must be worth something. Start with the buildings themselves: the campus is being built to Nvidia's DSX reference architecture, its blueprint for gigawatt-scale AI facilities, which means the halls are shaped around Nvidia systems years before the racks arrive. The operator inside is a company Nvidia funded and supplies, so the chips, the facility spec and the cloud layer all resolve to one ecosystem. And the lease converts Nvidia's demand visibility into the one thing data center developers cannot borrow: a creditworthy anchor tenant who makes the project financeable. That last point is the structural shift. Infrastructure has always been built this way, with a long contract from a strong counterparty standing as the collateral that unlocks construction lending. In West Virginia, Anthropic's own signature played that role for Nscale. In Texas, the anchor-tenant seat is occupied by the vendor itself, which then fills the building through its own ecosystem. Nvidia has effectively moved from selling chips into projects other people underwrite to underwriting the projects its chips get sold into. Reported deals of this size eventually leave a paper trail, and this one will leave three. Lambda's prospectus, if the IPO arrives on the reported second-half timeline, would put the Anthropic contract and the Nvidia relationships into a filed document for the first time. Anthropic's own S-1 will show how contracted capacity sits against its revenue curve. And Beacon Point either begins energizing on its first-quarter 2027 target or it does not, a date any reader can check against a calendar. The structural read is simpler than the deal diagram. Demand for AI compute is strong enough that the scarcest asset in the industry is not chips but energized, leased capacity, and the durable money is flowing to whoever controls it. Landlords holding long triple-net paper on powered land, Hut 8 being the example in plain view, are collecting fifteen-year commitments from the most creditworthy company in the sector. The chips get the headlines, and the buildings get the 15-year contracts.
Anthropic's $35B cloud deal with Lambda adds new layer to circular financing concerns
Anthropic (ANTH.PVT) has signed a $35 billion cloud deal with Lambda (LAMD.PVT), according to Wall Street Journal reporting. Lambda is backed by Nvidia (NVDA). Morning Brief Host Julie Hyman is joined by Yahoo Finance Breaking Business News Reporter Jake Conley and Senior Reporter Pras Subramanian to take a closer look at this network of AI deals -- Nvidia owns the lease on the data center site, which will be built by Hut 8 -- and weigh in on the circular nature of the AI landscape.
Anthropic's $35B cloud deal with Lambda adds new layer to circular financing concerns
Morning Brief Host Julie Hyman is joined by Yahoo Finance Breaking Business News Reporter Jake Conley and Senior Reporter Pras Subramanian to take a closer look at this network of AI deals -- Nvidia owns the lease on the data center site, which will be built by Hut 8 -- and weigh in on the circular nature of the AI landscape. Today's deal is Anthropic signing a 35 billion cloud deal. It's backed by Nvidia, but it's with an Nvidia backed company called Lambda and Hut 8 is going to be the developer of this data center. So there's a lot of fingers in the pie for this one. Which I had to I had to draw it out. I had to draw it out for today. There you go. That's a good use of your phone. I couldn't I couldn't I was like, how is this? It literally is a circle. Okay, so what so what so I wish we had a graphic of that. I don't know if I have this correctly, but you have Anthropic, right? Give me 35 billion to Lambda, right? for the compute, right? Lambda giving money to Hut 8 for the for the data center. You have Nvidio over here giving money to Hut 8 for investment, right? which they do. Hut 8 paying Hut 8 paying for the chips, right? And holding the lease. And also to or leasing it. I don't know who knows how that how this part works. And then of course, Nvidia investing in Anthropic. The whole circle is complete, right? Yes. And also invest like Nvidia's at the center because it's investing in all of these things and handing out money to all of these It supplies the chips. It backs the provider. It holds the least. But I had to draw it out because it just was again, we were the circular deals can be kind of confusing if you don't actually look it at it schematically. Right. Um and then you're saying, why is there one company in the middle of everything? Yeah. Right. Yeah. Well, every few weeks, one of the big investment banks comes out with a new chart of all of Nvidia's deals it's made kind of mapping the whole picture. and the web just keeps getting more and more and more complex. We were meeting this morning, kind of going over what we were going to talk about today. You made what I thought was a very smart point that with these deals, we're getting to a point of dog bites man. Oh, yeah, yeah, yeah. But my worry with the dog bites man approach is like, sure, it's a Tuesday, we have another billion dollar deal. Does it risk complacency that we're going to start missing things if we're not really paying as much attention as we were six months ago? Um, I guess. I mean, missing what? What are we looking for? Because the risk is growing, the leverage is growing, the circularity to process point of it all is growing. It's getting more and more and more tangled and I worry that we risk losing sight to your point. Who knows how any of this actually who can actually draw this out on a map of how this all looks? So I look at it from like the auto point of view, because I always do that, right? So it's okay, so, if you're GM, right? You have a captive finance arm, okay? I'm going to finance my customer's cars. Great. That's not too bad. But I think the the little wrinkle is if it's almost as if the customer, okay, so I'm I'm I'm financing the customer, he buys my product, and then there's some other third party that I'm also investing in that holds the debt, you know, like it just it seems like it's more more convoluted than just vendor financing, right?
Anthropic's $35B cloud deal with Lambda adds new layer to circular financing concerns
Anthropic (ANTH.PVT) has signed a $35 billion cloud deal with Lambda (LAMD.PVT), according to Wall Street Journal reporting. Lambda is backed by Nvidia (NVDA). Morning Brief Host Julie Hyman is joined by Yahoo Finance Breaking Business News Reporter Jake Conley and Senior Reporter Pras Subramanian to take a closer look at this network of AI deals -- Nvidia owns the lease on the data center site, which will be built by Hut 8 -- and weigh in on the circular nature of the AI landscape.
Anthropic Spotted Unauthorized Actions By Agents. It Is Pausing Some Training And Evaluations.
OpenAI also paused work in August after concluding it could pose critical cybersecurity risks. Anthropic said it paused work on some AI training and cybersecurity evaluations after spotting unauthorized actions by agents. The company recalled in a blog post different incidents in which Claude models "gained unauthorized access to real computer systems" due to a "misconfiguration inside a third-party evaluation environment." It also noted that the "UK AI Security Institute reported an incident from its own cybersecurity testing, in which Claude Mythos 5 took a series of unauthorized actions on the live internet." As a result, the company said, it is making changes and pausing external cyber evaluations of pre-released models because of the former incidents, claiming they "reflect a failure of operational security, as well as two alignment issues: motivated reasoning, and willingness to take harmful actions in pursuit of a narrow task (both of which we have described in previous system cards)." The company also paused higher-risk reinforcement learning environments on pre-relased models. Most of them have resumed, but some are paused pending manual review or newer monitoring tools. "To be clear about where we stand: we believe the world would benefit if the industry adopted a lawful, verifiable, effective mechanism for coordinated pacing as soon as possible," said the company, which added that is redirecting resources toward model security. OpenAI made a similar decision in August after concluding a new model could pose critical cybersecurity risks. In a social media publication, CEO Sam Altman said the decision will seek to "ensure that we can meet the appropriate alignment, security and monitoring standards for the new level of capabilities in front of us." "Model progress is now extremely rapid, and we always said we would take action if we felt that model capabilities were outstripping the pace of safety and alignment," he added. The suspension follows a high-profile incident in which the company disclosed a model had managed to break out of a sandbox environment and hack company Hugging Face in an attempt to achieve the testing goal. "In one example, the model chained together multiple attack vectors, including using stolen credentials and zero-day vulnerabilities to find a remote code execution path on the Hugging Face servers," OpenAI disclosed. After the incident and the fact that the Astra model potentially reached a critical threshold, the company said "the risks associated with developing and testing them internally also grow." "Our standards for monitoring, alignment, and security must stay ahead of those risks. We wanted to take the time necessary to meet those standards, so we temporarily slowed the pace of scaling," OpenAI said, noting that this includes a "two-week pause in reinforcement learning (RL) training on our latest models intended for deployment."
Tom Blomfield praises Anthropic culture, says staff are a 'hyper-earnest group of meganerds'
Tom Blomfield has shared a candid assessment of his new Anthropic colleagues: "often weird" but with a "surprising lack of ego or politics." Blomfield, one of the biggest names in UK tech, took a leave of absence from Y Combinator to join Anthropic's compute team in July. He wrote in a Tuesday X post that although Anthropic is "not perfect by any means," it has the "most powerful sense of mission of any company I've ever encountered." He included Monzo, the British fintech company he cofounded, in that assessment, writing that he "thought it was an outlier." "Overall impression of @anthropicAI after 2 months; hyper-earnest group of meganerds who are very very focussed on ensuring this AI thing goes well for humans," Blomfield wrote in the X post. Anthropic would likely agree with at least half of that statement: the startup has positioned itself as a company prioritizing AI safety. The company did not immediately respond to a request for comment. In July, Anthropic's head of growth, Amol Avasare, gave another insight into the company's culture, sharing on a podcast that employees can openly challenge the CEO -- even on Slack. The company behind the AI model Claude has also become one of the hottest career destinations in Silicon Valley -- alongside rival OpenAI -- as tech talent looks to participate in the AI boom and potentially cash in on one of the biggest ever tech IPOs. Overall impression of @anthropicAI after 2 months; hyper-earnest group of meganerds who are very very focussed on ensuring this AI thing goes well for humans. -- Tom Blomfield (@t_blom) September 1, 2026 Blomfield became one of Anthropic's big-name summer hires as the AI talent wars have continued to heat up. Anthropic poached several researchers from Google DeepMind, including John Jumper, whose work on AlphaFold won him and CEO Demis Hassabis a Nobel prize. More recently, Anthropic hired Amir Salek from Google to join its compute team. While Blomfield's work focuses on compute, his title at Anthropic is a "member of technical staff," the catch-all job title Anthropic uses for senior employees. "The work is totally new to me," he wrote in his Tuesday X post. "I'm spending every day talking about data center leases, gas turbines, and project finance. It's amazing to be a beginner again."
Sony, Warner Music sue Anthropic: Company accused of pirating songs to train its AI
The legal battle between the entertainment industry and generative artificial intelligence has escalated significantly. In a complaint filed in the U.S. District Court for the Northern District of California, the publishing arms of Sony Music and Warner Music accused Anthropic of systematic intellectual property theft. The lawsuit claims Anthropic bypassed legitimate licensing channels and instead acquired massive libraries of copyrighted lyrics and sheet music via illicit torrent networks and unauthorized web scraping to develop its Claude chatbot models. This report also indirectly indicates that Sony didn't have any issue with AI using its music to train, but they did not purchase a license. Sony's allegations: Torrenting, scraping, and direct competition The plaintiffs argue that Anthropic acquired "tens of thousands" of copyrighted musical works from global artists such as The Beatles, Taylor Swift, Michael Jackson, Mariah Carey, and Earth, Wind & Fire. According to the complaint, Anthropic harvested these music compositions using digital piracy repositories--including Library Genesis (Libgen) and Pirate Library Mirror--alongside web-scraping pipelines that pulled lyrics directly from licensed portals like Musixmatch and LyricFind. Beyond training data ingestion, the publishers allege that Claude can reproduce copyrighted lyrics verbatim or near-verbatim upon user request, effectively acting as an unlicensed market substitute that cuts into legitimate lyric licensing revenues. The lawsuit takes the unusual step of naming Anthropic co-founders Dario Amodei and Benjamin Mann as individual defendants, arguing they exercised direct executive oversight over the acquisition of pirated data. Anthropic argues in its defense Sony Music Publishing and Warner Chappell Music are seeking statutory damages of up to $150,000 per willfully infringed composition, alongside up to $25,000 per violation for the alleged removal or alteration of copyright management information. Given the thousands of catalog titles cited in the filing, Anthropic's potential financial exposure could stretch well into the billions of dollars. In response to the filing, Anthropic rejected the publishers' claims, stating that it disagrees with the allegations and intends to mount a robust defense in court. The company has historically leaned on "fair use" doctrine for AI training, pointing to legal precedents where large-scale model training was deemed transformative. (Feature image credits to Thomas Fuller/SOPA Images/LightRocket via Getty Images.)
Carterra enables Anthropic's autonomous AI protein design study - Scientist Live
Carterra, a provider of high-throughput surface plasmon resonance (HT-SPR) platforms for antibody and small molecule drug discovery, has highlighted the role of Carterra HT-SPR in one of the largest published wet-lab validations of AI-designed proteins to date. In a study published August 18, 2026, Anthropic reported that its Claude models automatically ran de novo protein binder design campaigns against 15 challenging targets, researching each target, selecting epitopes, running open-source design tools, and providing ranked designs per target without human input into design decisions. Anthropic sent the protein designs to Twist Bioscience and Adaptyv Bio for analysis. Both use Carterra HT-SPR platforms to generate binding kinetics and affinity data at scale. Protein design is essential in the early stages of a drug discovery campaign. Anthropic generates functional binders with hit rates exceeding prior methods in a matter of days, compared to the weeks or months it would take a human specialist. This creates an opportunity for drug developers and shifts the bottleneck from protein design to wet-lab experimental analysis. Carterra's HT-SPR technologies overcome this bottleneck, enabling large-scale affinity and kinetics binding data to be generated in days. Josh Eckman, CEO and co-founder of Carterra, said, "This study shows the enormous potential of AI and Lab-in-a-Loop automation to accelerate drug discovery, when paired with high-throughput analysis platforms. An AI system generated thousands of novel binders in a matter of days. Two independent labs experimentally validated the protein designs in a few weeks. Carterra was built for this moment, when measurement has to keep up with design." The ability to measure tens of thousands of binding interactions in a short period of time has changed the landscape of drug development. If done a few at a time on legacy SPR platforms, a campaign this size would consume months of instrument time and far more purified antigen than a design program would typically have on hand. Carterra's array-based approach compresses these complex experiments into a small number of unattended runs which consume around 1% of the small sample required by traditional systems. Collecting data on several targets and designs on a single Carterra array unlocks scale that was previously impossible. When Anthropic wanted to compare Claude's best RBX1 binder with the winner of an earlier open design competition, the investigators put both on the same array. Claude's design measured 3.9nM versus 45nM for the previous winner, head-to-head, under identical conditions. As human, mouse, and cynomolgus versions of a target were run in parallel, Anthropic got species cross-reactivity, a preclinical-relevance question it had treated as a secondary objective, as part of the primary dataset instead of requiring a follow-up study. Julian Englert, CEO and co-founder of Adaptyv Bio, said, "The bottleneck in AI drug discovery is the experimental validation of all those molecules that the AI models come up with. For large campaigns like this one, high-throughput SPR is the best method to get real binding kinetics data, which is why we're using Carterra SPR in our automated lab. That's what generates the data to train the AI models and improve the next round of designs." The study follows Leerink Partners report from July 2026 that named Carterra a core enabling technology in the roughly $7 billion 'Lab-in-the-Loop' market for AI-driven antibody discovery, and identified binding affinity measurement as a central piece of the workflow. Carterra's platforms combine flow-printing microfluidics with real-time array HT-SPR, delivering up to 100 times the throughput of traditional label-free platforms while using a fraction of the sample. The company has spent over two decades developing label-free biosensor technology, and its platforms are used by pharmaceutical companies for biologics and small-molecule characterisation.
