News & Updates
The latest news and updates from companies in the WLTH portfolio.
Anthropic seeks better terms from Amazon as AI economics shift in its favour
Anthropic's effort to renegotiate some key commercial terms with Amazon is highlighting a reality that many companies are facing: that building and launching the most advanced artificial intelligence models is proving to be pricier than many companies expected. The AI startup is best known for its Claude family of models but has morphed from a possible OpenAI rival to one of the hottest AI providers on the block. That shift appears to have given Anthropic more leverage in its talks with Amazon, one of its original and biggest backers. Reports suggest the renegotiated terms could see Amazon pay more for Anthropic's technology than it would have under the original partnership deal. The two companies have a long-standing relationship. The partnership expanded in April 2026 when Amazon announced a fresh $5 billion investment and the potential for billions more in future funding after already pouring billions into Anthropic since 2023. The companies also struck a massive long-term infrastructure deal, in which Anthropic will spend more than $100 billion on AWS technologies over the next decade. The negotiations mentioned are focused on the shifting value of Anthropic's technology. When Amazon invested, Claude was still a fledgling product in a crowded AI field. Today, Claude is considered among the best frontier AI models, competing directly with products from OpenAI and Google. Anthropic is also apparently rethinking previous pricing and access terms due to this additional commercial relevance. Also read: Anthropic restores Fable AI model after US lifts export restrictions The development also points to a bigger problem that the AI industry is encountering. Training and inference of frontier models require enormous amounts of computing power, introducing infrastructure costs that continue to grow as adoption grows. More and more companies are shifting toward token-based pricing models that bill customers based on consumption, knowing the hefty costs of operating large-scale AI workloads. As Amazon increasingly leans on Anthropic's models for its products, reports suggest it's become more sensitive to those costs internally. Other services, such as coding assistants and AI-powered consumer tools, are said to be heavily reliant on Claude, meaning that any increase in the cost of model access would be felt acutely there. Amazon is reportedly exploring other model providers and broadening its AI strategy as it prepares for higher AI costs. The shifting dynamics also reflect how power in the AI ecosystem is changing. Cloud providers and investors seemed to be on the stronger side initially given the scarcity of computing infrastructure. Leading AI labs like Anthropic are building better products and larger customer bases, and they are gaining leverage of their own, which gives them the ability to negotiate more favourable commercial arrangements. Tensions have been reported, but there is little evidence of the strategic partnership weakening. Anthropic continues to rely on AWS as its key cloud and training vendor and is increasing its use of Amazon's custom Trainium chips. More than 100,000 customers are already using Claude models via Amazon Bedrock, underscoring the importance of the tie-up to both companies.
4 Lessons for Future OpenAI and Anthropic Investors, Following SpaceX's Historic IPO
SpaceX (NASDAQ: SPCX), the aerospace and AI company founded by Elon Musk, went public on June 12 at a valuation of $1.77 trillion, making it the largest IPO in history. It went public at $135 per share, started trading at $150, and hit a record high of $225.64 on June 16. But as of this writing, SpaceX's stock trades at about $160. Many investors who hopped on the bandwagon in its first four days are now underwater. That volatile market debut should teach investors four valuable lessons about hot IPOs like SpaceX -- and how they should approach OpenAI and Anthropic, two of the market's most eagerly anticipated AI IPOs, in the future. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue " 1. Valuations matter When SpaceX went public, it was already valued at 95 times its 2025 revenue of $18.7 billion. At its peak market cap of $2.66 trillion, it was valued at 142 times its trailing sales. Those were sky-high valuations, even for a company that grew its revenue by 33% in 2025. As of this writing, SpaceX is worth $2.1 trillion, or 112 times last year's sales. OpenAI was most recently valued at $852 billion, and its founders hope to go public with a market cap of $1 trillion. That would be 50 times its annualized revenue run rate of $20 billion at the end of 2025, making it seem more reasonably valued than SpaceX. Anthropic, valued at $965 billion after its latest funding round, only had an annualized revenue run rate of $9 billion at the end of 2025. If it's also targeting a $1 trillion IPO, it would debut at 111 times its annualized revenue -- making it more comparable to SpaceX. 2. Profits matter SpaceX was actually profitable in 2025, as Starlink's profits offset its space division's losses. But this year, it acquired xAI (which owns Grok and X) in an all-stock acquisition before its IPO. After recasting its 2025 financials to account for that acquisition, it became deeply unprofitable. The critics claimed that Musk was bailing out xAI at the expense of SpaceX's shareholders. OpenAI and Anthropic -- which are both unprofitable -- will also be closely scrutinized when they go public. OpenAI is still racking up steep losses, but Anthropic's rapid expansion in the enterprise market (with tools like Claude Code) is quickly reducing its operating losses. Anthropic even expects to post its first adjusted operating profit this year.
Anthropic explores custom AI chip manufacturing partnership with Samsung: Report
Anthropic is reportedly in talks with Samsung Electronics to serve as a manufacturing partner for a custom artificial intelligence (AI) chip, according to a report by The Information. The reported move comes as AI companies look to diversify their hardware supply chains to support growing demand for AI services. According to the report, Anthropic's plans are still in the early stages, and the company has not yet decided what the processor will be used for, how powerful it should be, or how it would be integrated into server systems. Anthropic told The Information that Amazon's Trainium chips, Google's tensor processing units (TPUs), and Nvidia graphics processing units (GPUs) will continue to play a central role in its computing strategy. The company is reportedly exploring custom hardware as AI firms seek greater control over the infrastructure used to train and run AI models. The reported effort follows OpenAI's recent announcement of its first custom AI chip developed in partnership with Broadcom. The reported discussions have not been officially confirmed by either company, and additional information about the project could emerge as development plans progress.
Inexpensive Chinese AI model is catching up with Anthropic, OpenAI on their home turf
There is growing interest from Western startups in switching to cheaper Chinese AI Since DeepSeek shocked markets early last year with its cheap but powerful AI model, global consumers have been faced with a choice: Chinese offerings with lower prices and less capability or OpenAI or Anthropic, which have poured billions into development. A model called GLM-5.2, launched last month by Beijing-based startup Z.ai, may finally be closing that gap in terms of Western interest. GLM-5.2 has Silicon Valley buzzing with its coding and agent capabilities, or the ability to execute complex tasks with minimal prompting, that almost rival leading US offerings at a fraction of the cost, in what some experts are calling a "mini DeepSeek moment." It has quickly climbed the usage charts on third-party AI developer platforms like OpenRouter, where it now ranks above Anthropic's models, while executives from cloud data platform Snowflake's CEO Sridhar Ramaswamy to venture capitalist Marc Andreessen have lauded its abilities. "We now have a Chinese open-weight model that is as good as the currently available models from OpenAI and Anthropic," said David Sacks, US President Donald Trump's former AI czar, last week before Washington lifted curbs on Anthropic's Fable and Mythos models on Tuesday. Those capabilities have put Z.ai's GLM-5.2 model at the heart of a growing debate about whether China is finally catching up to the US in the AI race, as technology executives warn that Washington's unpredictable regulation of the industry risks hampering its lead in the frontier technology. "It is just a tick below Opus 4.8 (from Anthropic) and right up there with GPT 5.5 (from OpenAI)," Sacks said of GLM-5.2 on the All-In podcast, adding that "we cannot afford to do things that slow our companies down." The Anthropic curbs and the delayed public rollout of OpenAI's latest GPT-5.6 model have fueled global demand for the Chinese model, some experts said. "The international developer community is increasingly aware that relying solely on proprietary, US-based API models carries significant risk," said Brian Tse, founder and CEO of Concordia AI, a Beijing-based consultancy focused on AI safety. GLM-5.2's positive global reception also suggests increased interest in cheaper open-source development because businesses are getting stung by the rising and often unpredictable costs of using AI to complete tasks, as closed-source agentic AI tools consume more tokens, the units used to measure AI usage. Z.ai, also known as Zhipu AI, declined to comment. Anthropic and OpenAI did not immediately respond to requests for comment. GLM-5.2 currently holds fifth place on Artificial Analysis' large language model (LLM) intelligence leaderboard, which ranks performance across a range of benchmarks designed to measure overall capability, including reasoning and coding skills. And it is in the second spot on Code Arena's front-end coding rankings, measuring how well models generate websites and front-end applications, while operating at roughly a sixth of the cost of closed US frontier models like Claude and the GPT series. Z.ai has not disclosed how much it spent to develop GLM-5.2. In a reply to Elon Musk on X last month, Z.ai founder Tang Jie said that the Chinese startup could produce a model on par with Anthropic's Fable before the first quarter of next year. "The shift GLM-5.2 brings is that the open-source model has become a plug-and-play, out-of-the-box product," said Tiezhen Wang, former APAC lead at Hugging Face, a startup that serves as a hub for developers tinkering with open-source models. "You just deploy the model and without doing any complex fine-tuning systems, it is in a highly usable, ready-to-use state. This drastically lowers the barrier to entry for open-source adoption." Convincing American business One major hurdle to GLM-5.2's large-scale adoption remains data security concerns that have limited use of Chinese models by US enterprises, particularly in regulated industries like banking and cybersecurity. The migration and upgrading of enterprise AI systems typically takes several months, Wang said. "I have seen some discussion among European companies about whether it could be used in enterprise settings," said Wei Sun, principal AI analyst at Counterpoint Research. "In the EU and US, some clients, partners and regulated industries may simply be unwilling to accept Chinese models in their AI stack, regardless of technical performance or price." A report earlier this year by non-profit Rand based on website traffic data across 135 countries, found that Chinese LLMs' global market share jumped to 13% from 3% in the two months after DeepSeek launched its R1 model in January last year. The release sparked a global tech selloff because it contrasted DeepSeek's low cost with massive AI infrastructure spending elsewhere. China's LLM usage gains were most pronounced in developing countries and those with close political and economic ties to Beijing. Some experts said concerns about the safety of Chinese AI models were overblown, arguing that running them on US cloud providers or on a company's own servers ensured data security. While major corporations are slow to migrate, tech startups and small- and medium-sized enterprises are moving much faster. "Developers tend to care less about where a model comes from than whether it works, how much it costs and whether they can deploy or access it reliably," said Poe Zhao, China tech analyst and founder of the Hello China Tech newsletter. "The likely pattern is partial routing, not overnight replacement of OpenAI or Anthropic. So yes, it is a mini DeepSeek moment but in a narrower, developer-centric sense."
Anthropic Details Claude Fable 5 Cybersecurity Safeguards and Jailbreak Framework - IT Security News
Anthropic has published detailed technical documentation on the cybersecurity safeguards protecting Claude Fable 5, following the model's global redeployment. The disclosure covers both the AI's safety classifier system and a draft framework for grading jailbreak severity, developed in partnership with Glasswing. Fable 5's safety classifiers sort cybersecurity requests into four categories rather than blocking all [...] The post Anthropic Details Claude Fable 5 Cybersecurity Safeguards and Jailbreak Framework appeared first on Cyber Security News.
Anthropic in talks with Samsung Electronics on chip production"···Big Tech firms keep 'knocking' on Samsung
U.S. artificial intelligence (AI) company Anthropic is reportedly in talks with Samsung Electronics to produce its own AI semiconductors. Attention is on whether Samsung Electronics foundry (contract chip manufacturing) will secure additional global clients after Tesla and Nvidia. On the 2nd (local time), the U.S. tech outlet The Information reported, citing multiple sources, that Anthropic has begun preparing to develop its own AI chips and is in talks with Samsung Electronics as a potential partner. Anthropic is said to be considering using the 2-nanometer process of Samsung Electronics foundry and advanced packaging facilities. Back in May, when Anthropic named Samsung Electronics, SK hynix, and Micron as 'strategic infrastructure partners' and stated, "The technologies of these companies play a key role in the global supply of memory, storage, and logic chips," the possibility was raised that Samsung Electronics could win orders to produce AI chips for Anthropic. Samsung Electronics is the only one among the three memory companies with capabilities in logic-chip design and manufacturing. Anthropic has not yet finalized a specific timetable for manufacturing AI chips. It is reportedly reviewing the functions and performance levels of the AI chips and how to integrate them into servers. If a plan for Anthropic to produce AI chips at Samsung Electronics does come to fruition, the foundry division is expected to secure another major client and, at the same time, lay the groundwork for improving foundry results. As Big Tech companies seek to reduce dependence on Nvidia and enter the race to produce their own chips, Samsung is emerging as an alternative to the already saturated foundry processes at Taiwan TSMC. Samsung Electronics is currently contract-manufacturing next-generation AI chips for Tesla and AI inference chips for Nvidia. Talks on foundry cooperation are reportedly also under way with Big Tech firms such as Apple and AMD. The Information reported that Google is also considering having Samsung Electronics handle TPU production.
India Seeks Access To Anthropic's Project Glasswing To Stress-Test Critical Digital Infrastructure
India is in talks with the US to secure access to Anthropic's Project Glasswing to stress-test critical digital infrastructure, even as the country begins testing its systems using AI models already available to it, Ministry of Electronics and Information Technology Secretary S Krishnan said. Speaking at the Confederation of Indian Industry Cybersecurity Summit, Krishnan said access to te Anthropic product would help India test the resilience of its systems against advanced AI capabilities. "We're talking with American counterparts to get access for Project Glasswing," he said, adding that it would be useful to "stress-test our systems on Anthropic's systems". However, India is not waiting for those discussions to conclude. Krishnan said the country already has the capacity to test critical code using existing models and that 60-70% of the exercise should be completed using those tools while talks with the US continue. The comments confirm what NASSCOM Chairperson Srikanth Velamakanni told NDTV Profit earlier this week: India should continue seeking access to the world's most advanced proprietary AI models, but simultaneously use increasingly powerful open-weight alternatives to probe vulnerabilities in its own infrastructure. Velamakanni had pointed to models such as Kimi K2.7, GLM 5.2 and Qwen 3.7, arguing that India should not remain dependent on a handful of proprietary frontier models for cybersecurity testing. Essential Business Intelligence, Sharp Market Insights, Practical Personal Finance Advice, Daily Fuel, Gold and Silver Prices and Latest Stories -- On NDTV Profit.
RaillyNews - US Ends Anthropic's AI Model Control
US Lifts Export Controls, Breathing New Life into Claude Mythos 5 and Fable 5 In a groundbreaking move, the US Department of Commerce has officially eliminated restrictions on exporting Claude Mythos 5 and Fable 5. This decision marks a significant shift in the global AI landscape, opening doors for enhanced innovation, commercial deployment, and international collaboration specific to these leading models. Companies, developers, and researchers worldwide are now eager to harness their full potential without regulatory hurdles that once hindered progress. What Prompted the Lift on Export Controls? The US government originally imposed these controls to prevent the proliferation of advanced AI models with potential national security implications. The primary objective was to regulate access, limit misuse, and ensure responsible deployment. However, after extensive evaluations and industry feedback, authorities realized that overly restrictive measures could hamper American competitiveness and innovation. In conclusion, they struck a balance, recognizing that controlled liberalization would foster growth without compromising security. This led to the decision to remove export bans on Claude Mythos 5 and Fable 5, which are among the most sophisticated AI language models available today. How Will the Resumption of Access Occur? Reinstating access isn't an overnight process; it proceeds through a phased, carefully monitored approach: * Initial Controlled Access: Trusted partners and regulatory-compliant entities will regain entry first, ensuring stability and safety. * Gradual Expansion: Based on real-world data and ongoing security assessments, access levels will expand incrementally. * Full Commercial Deployment: Once all security measures align, these models will be available broadly for diverse applications. This systematic rollout guarantees that safety and compliance are central throughout the process, reducing risks associated with misuse or unintended consequences. Impacts on Technology, Market, and Security Technical Repercussions The lifting of controls catalyzes advancements in AI deployment. Developers can now integrate Claude Mythos 5 and Fable 5 into a variety of applications, ranging from customer service bots, content generation, to complex problem-solving tools. Enhanced access also promotes innovation in regions previously restricted, accelerating global AI adoption. Market Dynamics With renewed access, competition among AI providers intensifies. Companies aiming to incorporate these models quickly adapt their strategies, leading to a more vibrant, competitive AI ecosystem. Price points, feature sets, and service models will evolve swiftly as organizations vie for market dominance. Security and Ethical Safeguards While the export controls are lifted, security measures remain paramount. Authorities will enforce strict monitoring, telemetry, and audit mechanisms. Companies must adhere to new transparency standards, including rigorous internal review processes and compliance audits, to ensure these models aren't exploited maliciously. What Does This Mean for Developers and Enterprises? Updated policies demand that organizations immediately review and revise their AI deployment strategies: Why This Shift Is a Game-Changer Removing export restrictions fundamentally alters the *landscape* for advanced AI models like Claude Mythos 5 and Fable 5. It empowers innovators to accelerate development cycles, deploy these models across diverse sectors, and explore new use cases -- collectively fueling economic growth and technological progress. Furthermore, this move highlights a balanced approach toward regulation and innovation, offering a template for other nations to follow. With responsible oversight, these models can propel society forward, addressing complex challenges from climate change to healthcare. Related Searches and Emerging Trends
I tried Anthropic's new Fable 5 with everyday prompts -- these are the 5 worth stealing
Anthropic's newest Claude model is back, these prompts show what it can do After briefly pulling Fable 5 following concerns about potential misuse, Anthropic has redeployed the model with stronger safeguards. Most everyday users won't notice what changed behind the scenes. But now that it's back, it's worth discovering what the model can actually do. According to Anthropic, Claude Fable 5 is designed to sustain longer, more complex tasks, reason across multiple images, verify its own work and complete projects that previously required several rounds of prompting. As someone who has tested it before it was pulled and after, I can honestly say it has held up to these promises. To show causal users how the model works, I decided to share some everyday prompts worth trying for yourself. To be fair, these prompts are a lot like having an English professor write a grocery list, but it does show off what Claude Fable 5 does best. 1. Plan an entire event from start to finish Prompt: Plan my kid's birthday party from start to finish: a theme, a guest list template, a shopping list with estimated costs, a two-week countdown checklist, and a rainy-day backup plan. Check your own work for anything I'd forget, then give me the final version. This prompt can be tweaked and reused for just about any event from personal to professional. It's one of the easiest ways to highlight how Claude can stay focused during a long, multi-step task. Older AI models often complete most of the request but quietly skip important details. Fable 5 is designed to keep track of everything while also reviewing its own work before finishing. 2. Turn your fridge into this week's meal plan Prompt: Here are photos of my fridge, pantry shelf and freezer. What can I make for dinner tonight without shopping? Then suggest the three grocery items that would unlock the most meals for the rest of the week. For most people, Claude isn't their first choice for meal prep. But this prompt asks Claude to do something much harder than simply analyze an image. It showcases the model's ability to reason across several different images, recognize overlapping ingredients and turn them into practical meal ideas. For an added bonus, you can even prompt Claude to create a meal prep app based on your preferences. Prompt it in plain English using the above prompt as a thought starter and then go from there. 3. Untangle confusing paperwork Prompt: Here's my lease, an email from my landlord and a photo of the notice taped to my door. In plain English, explain what's changing, what I'm responsible for, every deadline I should know about and the questions I should ask before signing anything. Real life is messy but to AI it's just a bunch of patterns. For that reason, leaning on AI to untangle confusing document, legal jargon or professional spreadsheets that seem overwhelming, can be useful. Important information rarely lives in one document, which makes this an excellent test of Claude's ability to connect information across multiple sources. Rather than simply summarizing each document individually, Claude combines everything into one easy-to-understand explanation, highlights important dates and points out anything that seems unclear or contradictory. As always, I'd treat this as informational help -- not legal advice. 4. Build me a tool, not just an answer Prompt: Research the best carry-on suitcases under $250, then build me an interactive comparison chart where I can change how much I care about weight, durability, warranty and price. This is another opportunity to use a prompt like this and then turn it into an app by simply adding, "Build a lightweight shopping tool for future purchases." After a few questions, Claude will build an app in real-time that you can use immediately. What I like about this prompt is instead of simply asking for recommendations, I'm asking Claude to research current products and then create something I can actually use to make a decision. 5. Give me honest feedback -- not compliments Prompt: Here's my draft. Don't just improve it. Tell me the three weakest parts, what someone reading it is likely to think and what I'm avoiding saying. Many AI assistants lean toward being overly encouraging. Claude happens to be one of the least people-pleasing of all the chatbots. Because of this, I often ask Claude for constructive criticism -- I know it will give it to me straight. When it comes to feedback, I'm less interested in grammar corrections and want to identify weak arguments, awkward phrasing or blind spots that I missed, that's the kind of response that actually helps improve productivity. Final thoughts Claude Fable 5 is making user interactions with AI feel more complete. The biggest promise isn't faster answers but far fewer interruptions and less need for follow-up prompts. .Fable 5 is designed to carry complex tasks all the way to the finish line while checking its own work along the way. If you already subscribe to Claude Pro, Max, Team or an eligible Enterprise plan, now is a good time to experiment. Through July 7, Fable 5 is included within part of your weekly usage allowance before moving to a usage-credit model, giving subscribers a chance to see what Anthropic's latest model can do without spending additional credits. One final note: don't be surprised if an occasional request gets redirected to Claude Opus instead. The redeployed version of Fable 5 includes stricter safety systems, and some prompts are automatically routed to another model. If you see that notification, it's working as intended -- not a bug. Follow Tom's Guide on Google News and add us as a preferred source to get our up-to-date news, analysis, and reviews in your feeds. 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Anthropic Tightens AI Access Controls After Reports of China-Based Workarounds
Anthropic is strengthening measures to prevent unauthorized access to its artificial intelligence services from China after discovering that several Chinese companies had allegedly bypassed its restrictions, according to a Financial Times report published Thursday. The report, citing sources familiar with the matter, said companies including Ant Financial and ByteDance found alternative ways to use Anthropic's Claude AI models despite the company's restrictions on access from China. According to the report, Ant Financial reportedly provided employees with corporate Claude accounts linked to its Singapore-based subsidiary, allowing staff to use the AI platform through an overseas entity. ByteDance, meanwhile, allegedly reimbursed engineers for personal Claude subscriptions that were accessed through virtual private networks (VPNs), enabling users to connect to the service from China. While these methods reportedly do not violate either U.S. or Chinese laws, they are said to breach Anthropic's terms of service. The AI startup prohibits Chinese companies, as well as foreign entities under their control, from accessing or using its Claude AI models. In response, Anthropic has intensified efforts to identify and block unauthorized users. The company is reportedly monitoring customer accounts for indicators such as mismatched computer time zones and other signs that users may be attempting to circumvent geographic restrictions. The Financial Times also reported that Anthropic is targeting so-called "transfer station" services, which act as intermediaries by relaying requests through Claude accounts registered outside China. These services have reportedly become one of the methods used to access the AI platform despite regional limitations. In addition, some organizations are said to have used overseas subsidiaries combined with foreign cloud infrastructure, including Microsoft Azure, to access Claude's AI capabilities. The reported crackdown highlights the growing challenge facing AI developers as they seek to enforce regional access restrictions while demand for advanced generative AI tools continues to expand globally. Anthropic's latest efforts underscore the company's focus on protecting its platform, complying with its policies, and preventing unauthorized use of its AI technology across restricted markets.
