News & Updates
The latest news and updates from companies in the WLTH portfolio.
Amazon to invest up to $25 billion in Anthropic as part of $100 billion cloud deal
Seattle-based Amazon will invest $5 billion in Anthropic now, and an additional $20 billion in the future, subject to certain commercial milestones Amazon said on Monday that it will invest up to $25 billion in Anthropic, as the AI startup commits to spending more than $100 billion over the next 10 years on Amazon's cloud technologies. The deal deepens the two firms' relationship as Anthropic rushes to secure capacity to bolster its models. Seattle-based Amazon will invest $5 billion in Anthropic now, and an additional $20 billion in the future, subject to certain commercial milestones. This is in addition to the $8 billion Amazon previously invested in the company. Amazon has struggled to generate buzz around its own AI models, such as Nova, while continuing to be a leader in providing critical infrastructure for the AI boom, such as cloud computing power. Amazon said it anticipates around $200 billion this year on capital expenditures, largely for AI development. Amazon is also making big bets on the largest AI startups. The new investment in Anthropic, the creator of Claude, follows Amazon's announcement earlier this year it would invest up to $50 billion in OpenAI, the maker of ChatGPT. In a statement, Anthropic said it expected to bring roughly 1 gigawatt of capacity via Trainium2 and Trainium3 chips by year-end. Anthropic ultimately expects to secure up to 5 gigawatts of such capacity. Amazon CEO Andy Jassy said in a statement that Anthropic's use of Trainium chips "reflects the progress we've made together on custom silicon." Anthropic is aiming to pull ahead in the AI race with model releases focusing on coding and design, while Amazon seeks customers for its custom silicon chips built for artificial intelligence training and inference. Amazon shares rose around 2.7% in extended trading.
Jim Cramer Says 'This Is Not A Circular Deal' As Amazon, Anthropic Lock In Massive $100 Billion AI Pact:
Amazon-Anthropic Deal Locks In $100 Billion AI Spending Amazon said Anthropic has committed to spending more than $100 billion on its cloud platform, Amazon Web Services, over the next decade to support the training and deployment of advanced AI models. The agreement includes access to Amazon's upcoming Trainium3 chips, expected to come online later this year. The tech giant is also deepening its financial ties with Anthropic, announcing an additional $5 billion investment, with up to $20 billion more tied to performance milestones. This builds on the $8 billion Amazon had already invested in the company. 'Circular AI Deals' Raise Questions Across Industry The structure of the deal has sparked debate because it resembles what analysts describe as "circular" arrangements -- where companies invest in each other while simultaneously acting as major customers. Cramer dismissed those concerns, writing, "This is not a circular deal," adding, "Isn't it possible that everyone wins?" Amazon and Anthropic did not immediately respond to Benzinga's request for comments. Growth Engine Or Financial Red Flag? Critics warn that such deals can resemble "round-tripping," a practice where companies exchange funds or purchases in ways that may inflate revenue without reflecting true economic demand. Industry observers note that the AI boom is forcing a small group of companies to rely heavily on one another for both capital and computing power, creating tightly interlinked financial relationships. Supporters, however, argue that the demand is real. Building and scaling AI systems requires massive infrastructure and partnerships like Amazon and Anthropic's, which may simply reflect the enormous costs of staying competitive in the race. Price Action: Amazon closed at $248.28, down 0.91% on Monday and rose 2.42% in after-hours trading to $254.30, according to Benzinga Pro. Amazon sits in the 94th percentile for Growth on Benzinga Edge, reflecting robust performance across short, medium and long-term trends. Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors. Photo courtesy: katz / Shutterstock.com Market News and Data brought to you by Benzinga APIs To add Benzinga News as your preferred source on Google, click here.
SpaceX tries to woo Wall Street with three-day analyst meeting this week, sources say
SpaceX is preparing for a historic Initial Public Offering. The company is hosting analysts this week for briefings at its Texas launch facility and Tennessee data center. SpaceX aims to raise $75 billion in what could be the world's largest IPO. A trading debut is targeted for late June. Retail investors will also be allocated a significant portion of shares. SpaceX is moving ahead with plans for one of the most anticipated IPOs in history as it hosts analysts this week for three days of closed-door meetings at its launch facility in Texas and mega-sized data center in Tennessee, according to three people familiar with the matter. Elon Musk's company is holding the briefings for Wall Street's top aerospace and technology analysts as it looks to raise $75 billion, in what would be the world's biggest-ever IPO, with executives targeting a late June trading debut. The presentations kick off with an all-day meeting and analyst tour on Tuesday at the satellite and rocket maker's Starbase launch facilities in Boca Chica, Texas, the people said. Another group of analysts representing institutional investors, including big mutual funds and pension plans, will be briefed in a separate session at Starbase on Wednesday, the people said. On Thursday, the analysts have been invited to review the company's "Macrohard" project at its Colossus data center in Memphis, Tennessee, they added. Attendees are expected to surrender electronic devices to participate in the meetings, one of the people said. All three spoke on condition of anonymity because the information was not public. SpaceX did not respond to a request for comment. Reuters was the first to report on the plans to host analysts earlier this month. The inclusion of Starbase on the tour and the three days of briefings have not been reported previously. Analyst days are a standard part of the IPO process, in which companies brief analysts on their business, financial outlook and long-term strategy ahead of a public listing. Some of the analysts scheduled to attend have also received copies of SpaceX's confidential registration filing, though the document contained limited information, two of the people said. Generally, IPO registration statements include a company's business description, financial statements, risk factors, how it plans to use the money it raises as well as details on major existing shareholders. About two weeks after the analyst days, SpaceX is expected to hold a separate "modeling" day for a select group of Wall Street analysts, some of whose banks are working on the deal, two of the people said. At such sessions, companies typically walk analysts through their financial projections, business thesis and the other key data that will help analysts calculate their earnings estimates before the listing. SpaceX Chief Financial Officer Bret Johnsen has about two months to convince some of Wall Street's top analysts - and ultimately investors - that the company is worth an almost unfathomable $1.75 trillion. Musk merged xAI with SpaceX in February, bringing together the billionaire's rockets, Starlink satellites, the X social media platform and Grok AI chatbot under one roof. The combination created a tech and aerospace conglomerate like no other, but it also makes valuing SpaceX tricky. To justify the $75 billion Musk hopes to raise as well as the lofty valuation, at least one large institutional investor has been using unusual benchmarks to explain the math, Reuters previously reported. Rather than comparing SpaceX to legacy aerospace and telecom giants like Boeing and AT&T, that investor has been benchmarking it against Palantir Technologies and artificial intelligence infrastructure companies like GE Vernova and Vertiv - a framework described to Reuters by a person familiar with the valuation discussions. Musk also plans to reward the retail investors who have sent shares of electric vehicle company Tesla to illogical heights, trading at a valuation closer to a tech company than an automaker. He is planning to set aside some 30% of SpaceX shares for retail investors, hosting 1,500 of them to tour Starbase after the roadshow kicks off during the week of June 8, people familiar with the matter previously told Reuters. Musk is also opening up initial share sales to international retail investors from the UK, EU, Australia, Canada, Japan and Korea, Reuters previously reported. The structure of the deal and precise amount of the retail allocation are expected to be finalized closer to the IPO launch. Morgan Stanley, Bank of America, Citigroup, JPMorgan and Goldman Sachs are leading the deal as active bookrunners, with 16 other banks in smaller roles spanning institutional, retail and international channels, Reuters previously reported. (You can now subscribe to our ETMarkets WhatsApp channel)
Anthropic takes $5B from Amazon and pledges $100B in cloud spending in return
Anthropic announced on Monday that Amazon has agreed to invest a fresh $5 billion, bringing Amazon's total investment in the company to $13 billion. Anthropic, for its part, has agreed to spend over $100 billion on AWS over the next 10 years, obtaining up to 5 GW of new computing capacity to train and run Claude. The deal echoes an agreement Amazon struck with OpenAI just two months ago, when it joined a $110 billion funding round -- contributing $50 billion -- that valued the ChatGPT maker at a $730 billion pre-money valuation. That deal, too, was structured partly as cloud infrastructure services rather than straight cash. At the heart of this deal is Amazon's custom chips: Graviton (a low-power CPU) and Trainium (an Nvidia competitor and AI accelerator chip). The Anthropic deal specifically covers Trainium2 through Trainium4 chips, even though Trainium4 chips are not currently available. The latest chip, Trainium3, was released in December. On top of that, Anthropic has secured the option to buy capacity on future Amazon chips as they become available. We'll see if this news is a teaser to Anthropic announcing a new funding round. VCs have reportedly been offering the AI company capital in a deal that would value it at $800 billion or more.
Anthropic, Amazon Expand Collaboration; Amazon To Invest In Anthropic
(RTTNews) - Anthropic said it has signed an agreement with Amazon (AMZN) that will deepen existing partnership and secure up to 5 gigawatts of capacity for training and deploying Claude, including new Trainium2 capacity coming online in the first half of the current year and nearly 1GW total of Trainium2 and Trainium3 capacity coming online by the end of 2026. Amazon is investing $5 billion in Anthropic, with up to an additional $20 billion in the future. This builds on the $8 billion it has previously invested. Dario Amodei, CEO and co-founder of Anthropic, said: "Our collaboration with Amazon will allow us to continue advancing AI research while delivering Claude to our customers, including the more than 100,000 building on AWS." Anthropic noted it has worked closely with Amazon since 2023 and over 100,000 customers now run Claude on Amazon Bedrock. The company said the agreement expands collaboration, and is committing more than $100 billion over the next ten years to AWS technologies, securing up to 5GW of new capacity to train and run Claude. At last close, Amazon shares were trading at $248.28, down 0.91%. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Exclusive-SpaceX tries to woo Wall Street with three-day analyst meeting this week, sources say By Reuters
NEW YORK, April 21 (Reuters) - SpaceX is moving ahead with plans for one of the most anticipated IPOs in history as it hosts analysts this week for three days of closed-door meetings at its launch facility in Texas and mega-sized data center in Tennessee, according to three people familiar with the matter. Elon Musk's company is holding the briefings for Wall Street's top aerospace and technology analysts as it looks to raise $75 billion, in what would be the world's biggest-ever IPO, with executives targeting a late June trading debut. The presentations kick off with an all-day meeting and analyst tour on Tuesday at the satellite and rocket maker's Starbase launch facilities in Boca Chica, Texas, the people said. Another group of analysts representing institutional investors, including big mutual funds and pension plans, will be briefed in a separate session at Starbase on Wednesday, the people said. On Thursday, the analysts have been invited to review the company's "Macrohard" project at its Colossus data center in Memphis, Tennessee, they added. Attendees are expected to surrender electronic devices to participate in the meetings, one of the people said. All three spoke on condition of anonymity because the information was not public. SpaceX did not respond to a request for comment. Reuters was the first to report on the plans to host analysts earlier this month. The inclusion of Starbase on the tour and the three days of briefings have not been reported previously. IPO PROCESS Analyst days are a standard part of the IPO process, in which companies brief analysts on their business, financial outlook and long-term strategy ahead of a public listing. Some of the analysts scheduled to attend have also received copies of SpaceX's confidential registration filing, though the document contained limited information, two of the people said. Generally, IPO registration statements include a company's business description, financial statements, risk factors, how it plans to use the money it raises as well as details on major existing shareholders. About two weeks after the analyst days, SpaceX is expected to hold a separate "modeling" day for a select group of Wall Street analysts, some of whose banks are working on the deal, two of the people said. At such sessions, companies typically walk analysts through their financial projections, business thesis and the other key data that will help analysts calculate their earnings estimates before the listing. SpaceX Chief Financial Officer Bret Johnsen has about two months to convince some of Wall Street's top analysts - and ultimately investors - that the company is worth an almost unfathomable $1.75 trillion. Musk merged xAI with SpaceX in February, bringing together the billionaire's rockets, Starlink satellites, the X social media platform and Grok AI chatbot under one roof. The combination created a tech and aerospace conglomerate like no other, but it also makes valuing SpaceX tricky. To justify the $75 billion Musk hopes to raise as well as the lofty valuation, at least one large institutional investor has been using unusual benchmarks to explain the math, Reuters previously reported. Rather than comparing SpaceX to legacy aerospace and telecom giants like Boeing and AT&T, that investor has been benchmarking it against Palantir Technologies and artificial intelligence infrastructure companies like GE Vernova and Vertiv -- a framework described to Reuters by a person familiar with the valuation discussions. RETAIL INVESTORS Musk also plans to reward the retail investors who have sent shares of electric vehicle company Tesla to illogical heights, trading at a valuation closer to a tech company than an automaker. He is planning to set aside some 30% of SpaceX shares for retail investors, hosting 1,500 of them to tour Starbase after the roadshow kicks off during the week of June 8, people familiar with the matter previously told Reuters. Musk is also opening up initial share sales to international retail investors from the UK, EU, Australia, Canada, Japan and Korea, Reuters previously reported. The structure of the deal and precise amount of the retail allocation are expected to be finalized closer to the IPO launch. Morgan Stanley, Bank of America, Citigroup, JPMorgan and Goldman Sachs are leading the deal as active bookrunners, with 16 other banks in smaller roles spanning institutional, retail and international channels, Reuters previously reported.
Exclusive: SpaceX tries to woo Wall Street with three-day analyst meeting this week, sources say
NEW YORK, April 21 (Reuters) - SpaceX is moving ahead with plans for one of the most anticipated IPOs in history as it hosts analysts this week for three days of closed-door meetings at its launch facility in Texas and mega-sized data center in Tennessee, according to three people familiar with the matter. Elon Musk's company is holding the briefings for Wall Street's top aerospace and technology analysts as it looks to raise $75 billion, in what would be the world's biggest-ever IPO, with executives targeting a late June trading debut. The presentations kick off with an all-day meeting and analyst tour on Tuesday at the satellite and rocket maker's Starbase launch facilities in Boca Chica, Texas, the people said. Another group of analysts representing institutional investors, including big mutual funds and pension plans, will be briefed in a separate session at Starbase on Wednesday, the people said. On Thursday, the analysts have been invited to review the company's "Macrohard" project at its Colossus data center in Memphis, Tennessee, they added. Attendees are expected to surrender electronic devices to participate in the meetings, one of the people said. All three spoke on condition of anonymity because the information was not public. SpaceX did not respond to a request for comment. Reuters was the first to report on the plans to host analysts earlier this month. The inclusion of Starbase on the tour and the three days of briefings have not been reported previously. IPO PROCESS Analyst days are a standard part of the IPO process, in which companies brief analysts on their business, financial outlook and long-term strategy ahead of a public listing. Some of the analysts scheduled to attend have also received copies of SpaceX's confidential registration filing, though the document contained limited information, two of the people said. Generally, IPO registration statements include a company's business description, financial statements, risk factors, how it plans to use the money it raises as well as details on major existing shareholders. About two weeks after the analyst days, SpaceX is expected to hold a separate "modeling" day for a select group of Wall Street analysts, some of whose banks are working on the deal, two of the people said. At such sessions, companies typically walk analysts through their financial projections, business thesis and the other key data that will help analysts calculate their earnings estimates before the listing. SpaceX Chief Financial Officer Bret Johnsen has about two months to convince some of Wall Street's top analysts - and ultimately investors - that the company is worth an almost unfathomable $1.75 trillion. Musk merged xAI with SpaceX in February, bringing together the billionaire's rockets, Starlink satellites, the X social media platform and Grok AI chatbot under one roof. The combination created a tech and aerospace conglomerate like no other, but it also makes valuing SpaceX tricky. To justify the $75 billion Musk hopes to raise as well as the lofty valuation, at least one large institutional investor has been using unusual benchmarks to explain the math, Reuters previously reported. Rather than comparing SpaceX to legacy aerospace and telecom giants like Boeing (BA.N), opens new tab and AT&T (T.N), opens new tab, that investor has been benchmarking it against Palantir Technologies and artificial intelligence infrastructure companies like GE Vernova (GEV.N), opens new tab and Vertiv (VRT.N), opens new tab -- a framework described to Reuters by a person familiar with the valuation discussions. RETAIL INVESTORS Musk also plans to reward the retail investors who have sent shares of electric vehicle company Tesla to illogical heights, trading at a valuation closer to a tech company than an automaker. He is planning to set aside some 30% of SpaceX shares for retail investors, hosting 1,500 of them to tour Starbase after the roadshow kicks off during the week of June 8, people familiar with the matter previously told Reuters. Musk is also opening up initial share sales to international retail investors from the UK, EU, Australia, Canada, Japan and Korea, Reuters previously reported. The structure of the deal and precise amount of the retail allocation are expected to be finalized closer to the IPO launch. Morgan Stanley, Bank of America, Citigroup, JPMorgan and Goldman Sachs are leading the deal as active bookrunners, with 16 other banks in smaller roles spanning institutional, retail and international channels, Reuters previously reported. Reporting by Echo Wang in New York; Writing by Dawn Kopecki; Editing by Jamie Freed Our Standards: The Thomson Reuters Trust Principles., opens new tab * Suggested Topics: * Business Echo Wang Thomson Reuters Echo Wang is a correspondent at Reuters covering U.S. equity capital markets, and the intersection of Chinese business in the U.S, breaking news from U.S. crackdown on TikTok and Grindr, to restrictions Chinese companies face in listing in New York. She was the Reuters' Reporter of the Year in 2020.
SpaceX tries to woo Wall Street with three-day analyst meeting this week, sources say
NEW YORK, April 21 (Reuters) - SpaceX is moving ahead with plans for one of the most anticipated IPOs in history as it hosts analysts this week for three days of closed-door meetings at its launch facility in Texas and mega-sized data center in Tennessee, according to three people familiar with the matter. Elon Musk's company is holding the briefings for Wall Street's top aerospace and technology analysts as it looks to raise $75 billion, in what would be the world's biggest-ever IPO, with executives targeting a late June trading debut. The presentations kick off with an all-day meeting and analyst tour on Tuesday at the satellite and rocket maker's Starbase launch facilities in Boca Chica, Texas, the people said. Another group of analysts representing institutional investors, including big mutual funds and pension plans, will be briefed in a separate session at Starbase on Wednesday, the people said. On Thursday, the analysts have been invited to review the company's "Macrohard" project at its Colossus data center in Memphis, Tennessee, they added. Attendees are expected to surrender electronic devices to participate in the meetings, one of the people said. All three spoke on condition of anonymity because the information was not public. SpaceX did not respond to a request for comment. Reuters was the first to report on the plans to host analysts earlier this month. The inclusion of Starbase on the tour and the three days of briefings have not been reported previously. IPO PROCESS Analyst days are a standard part of the IPO process, in which companies brief analysts on their business, financial outlook and long-term strategy ahead of a public listing. Some of the analysts scheduled to attend have also received copies of SpaceX's confidential registration filing, though the document contained limited information, two of the people said. Generally, IPO registration statements include a company's business description, financial statements, risk factors, how it plans to use the money it raises as well as details on major existing shareholders. About two weeks after the analyst days, SpaceX is expected to hold a separate "modeling" day for a select group of Wall Street analysts, some of whose banks are working on the deal, two of the people said. At such sessions, companies typically walk analysts through their financial projections, business thesis and the other key data that will help analysts calculate their earnings estimates before the listing. SpaceX Chief Financial Officer Bret Johnsen has about two months to convince some of Wall Street's top analysts - and ultimately investors - that the company is worth an almost unfathomable $1.75 trillion. Musk merged xAI with SpaceX in February, bringing together the billionaire's rockets, Starlink satellites, the X social media platform and Grok AI chatbot under one roof. The combination created a tech and aerospace conglomerate like no other, but it also makes valuing SpaceX tricky. To justify the $75 billion Musk hopes to raise as well as the lofty valuation, at least one large institutional investor has been using unusual benchmarks to explain the math, Reuters previously reported. Rather than comparing SpaceX to legacy aerospace and telecom giants like Boeing and AT&T, that investor has been benchmarking it against Palantir Technologies and artificial intelligence infrastructure companies like GE Vernova and Vertiv -- a framework described to Reuters by a person familiar with the valuation discussions. RETAIL INVESTORS Musk also plans to reward the retail investors who have sent shares of electric vehicle company Tesla to illogical heights, trading at a valuation closer to a tech company than an automaker. He is planning to set aside some 30% of SpaceX shares for retail investors, hosting 1,500 of them to tour Starbase after the roadshow kicks off during the week of June 8, people familiar with the matter previously told Reuters. Musk is also opening up initial share sales to international retail investors from the UK, EU, Australia, Canada, Japan and Korea, Reuters previously reported. The structure of the deal and precise amount of the retail allocation are expected to be finalized closer to the IPO launch. Morgan Stanley, Bank of America, Citigroup, JPMorgan and Goldman Sachs are leading the deal as active bookrunners, with 16 other banks in smaller roles spanning institutional, retail and international channels, Reuters previously reported. (Reporting by Echo Wang in New York; Writing by Dawn Kopecki; Editing by Jamie Freed)
Exclusive-SpaceX tries to woo Wall Street with three-day analyst meeting this week, sources say By Reuters
NEW YORK, April 21 (Reuters) - SpaceX is moving ahead with plans for one of the most anticipated IPOs in history as it hosts analysts this week for three days of closed-door meetings at its launch facility in Texas and mega-sized data center in Tennessee, according to three people familiar with the matter. Elon Musk's company is holding the briefings for Wall Street's top aerospace and technology analysts as it looks to raise $75 billion, in what would be the world's biggest-ever IPO, with executives targeting a late June trading debut. The presentations kick off with an all-day meeting and analyst tour on Tuesday at the satellite and rocket maker's Starbase launch facilities in Boca Chica, Texas, the people said. Another group of analysts representing institutional investors, including big mutual funds and pension plans, will be briefed in a separate session at Starbase on Wednesday, the people said. On Thursday, the analysts have been invited to review the company's "Macrohard" project at its Colossus data center in Memphis, Tennessee, they added. Attendees are expected to surrender electronic devices to participate in the meetings, one of the people said. All three spoke on condition of anonymity because the information was not public. SpaceX did not respond to a request for comment. Reuters was the first to report on the plans to host analysts earlier this month. The inclusion of Starbase on the tour and the three days of briefings have not been reported previously. IPO PROCESS Analyst days are a standard part of the IPO process, in which companies brief analysts on their business, financial outlook and long-term strategy ahead of a public listing. Some of the analysts scheduled to attend have also received copies of SpaceX's confidential registration filing, though the document contained limited information, two of the people said. Generally, IPO registration statements include a company's business description, financial statements, risk factors, how it plans to use the money it raises as well as details on major existing shareholders. About two weeks after the analyst days, SpaceX is expected to hold a separate "modeling" day for a select group of Wall Street analysts, some of whose banks are working on the deal, two of the people said. At such sessions, companies typically walk analysts through their financial projections, business thesis and the other key data that will help analysts calculate their earnings estimates before the listing. SpaceX Chief Financial Officer Bret Johnsen has about two months to convince some of Wall Street's top analysts - and ultimately investors - that the company is worth an almost unfathomable $1.75 trillion. Musk merged xAI with SpaceX in February, bringing together the billionaire's rockets, Starlink satellites, the X social media platform and Grok AI chatbot under one roof. The combination created a tech and aerospace conglomerate like no other, but it also makes valuing SpaceX tricky. To justify the $75 billion Musk hopes to raise as well as the lofty valuation, at least one large institutional investor has been using unusual benchmarks to explain the math, Reuters previously reported. Rather than comparing SpaceX to legacy aerospace and telecom giants like Boeing and AT&T, that investor has been benchmarking it against Palantir Technologies and artificial intelligence infrastructure companies like GE Vernova and Vertiv -- a framework described to Reuters by a person familiar with the valuation discussions. RETAIL INVESTORS Musk also plans to reward the retail investors who have sent shares of electric vehicle company Tesla to illogical heights, trading at a valuation closer to a tech company than an automaker. He is planning to set aside some 30% of SpaceX shares for retail investors, hosting 1,500 of them to tour Starbase after the roadshow kicks off during the week of June 8, people familiar with the matter previously told Reuters. Musk is also opening up initial share sales to international retail investors from the UK, EU, Australia, Canada, Japan and Korea, Reuters previously reported. The structure of the deal and precise amount of the retail allocation are expected to be finalized closer to the IPO launch. Morgan Stanley, Bank of America, Citigroup, JPMorgan and Goldman Sachs are leading the deal as active bookrunners, with 16 other banks in smaller roles spanning institutional, retail and international channels, Reuters previously reported.
Special Group turns yoghurt break into heavy-metal chaos for Gippsland Dairy
Gippsland Dairy has launched an offbeat new campaign in which a herd of sheep break into a heavy metal-infused rampage through town while their hapless herder remains blissfully distracted by his yoghurt. The new television advertisement by Special Group shows a young farmer enjoying a moment of calm with his blueberry yoghurt and canine companion, while his flock run amok through an Australian country town to the soundtrack of "Breaking the Law" by Judas Priest. Forming Gippsland Dairy's new brand platform "Let The World Wait", the spot ends with the farmer, having finished his yoghurt, casually noting to his dog: "Better go round up those sheep eh?" In a press release, Gippsland Dairy general manager of marketing Ellie Vince said the campaign's concept pays homage to customers who not only eat their products, but savour them. "'Let The World Wait' is our way of celebrating that moment and giving people permission to pause and enjoy every last drop," she added. The television ad was directed by Adam Gunser of production company Good Oil. In the same release, Special ECD Ryan Fitzgerald said: "There's a certain level of snack-induced catatonia that only Gippsland Dairy seems to trigger. We wanted to celebrate the impact of that in the most chaotic way possible. And what better soundtrack for that chaos than Judas Priest?" The campaign extends into out-of-home and social, featuring extreme close-up imagery of people eating Gippsland Dairy yoghurt in characteristically unguarded style, from licking the foil lid to swiping the inside of the tub.
NASA, SpaceX Target May 12 Launch of Dragon Resupply Mission to International Space Station - Space Coast Daily
By Space Coast Daily // April 21, 2026 launch is the 34th SpaceX Commercial Resupply Services mission to the orbital laboratory NASA and SpaceX are targeting no earlier than Tuesday, May 12, to launch the SpaceX Dragon spacecraft from Space Launch Complex 40 at Cape Canaveral Space Force Station in Brevard County. This launch is the 34th SpaceX Commercial Resupply Services mission to the orbital laboratory for NASA and will lift off on the company's Falcon 9 rocket. Each resupply mission to the space station delivers scientific investigations in the areas of biology and biotechnology, Earth and space science, physical sciences, and technology development and demonstrations. Cargo resupply from U.S. companies ensures a national capability to deliver scientific research to the space station, increasing NASA's ability to conduct new investigations aboard humanity's laboratory in space. In addition to food, supplies, and equipment for the crew onboard the station, Dragon will deliver several new experiments, including a project to determine how well microgravity simulators mimic microgravity conditions, a bone scaffold made from wood that could produce new treatments for fragile bone conditions like osteoporosis, and equipment to help researchers evaluate how red blood cells and the spleen change in space. The Dragon spacecraft will also carry a new instrument to monitor charged particles around the Earth that impact power grids and satellites, and an investigation that could provide a fundamental understanding of how planets form. For more than 25 years, people have lived and worked continuously aboard the International Space Station, advancing scientific knowledge and making research breakthroughs that are not possible on Earth. The station is a testbed for NASA to understand and overcome the challenges of long-duration spaceflight, expand commercial opportunities in low Earth orbit, and prepare for deep-space missions to the Moon as part of the Artemis program, paving the way for future human missions to Mars.
Anthropic, Amazon Expand Collaboration; Amazon To Invest In Anthropic
SEATTLE (dpa-AFX) - Anthropic said it has signed an agreement with Amazon (AMZN) that will deepen existing partnership and secure up to 5 gigawatts of capacity for training and deploying Claude, including new Trainium2 capacity coming online in the first half of the current year and nearly 1GW total of Trainium2 and Trainium3 capacity coming online by the end of 2026. Amazon is investing $5 billion in Anthropic, with up to an additional $20 billion in the future. This builds on the $8 billion it has previously invested. Dario Amodei, CEO and co-founder of Anthropic, said: 'Our collaboration with Amazon will allow us to continue advancing AI research while delivering Claude to our customers, including the more than 100,000 building on AWS.' Anthropic noted it has worked closely with Amazon since 2023 and over 100,000 customers now run Claude on Amazon Bedrock. The company said the agreement expands collaboration, and is committing more than $100 billion over the next ten years to AWS technologies, securing up to 5GW of new capacity to train and run Claude. At last close, Amazon shares were trading at $248.28, down 0.91%. Copyright(c) 2026 RTTNews.com. All Rights Reserved
Exclusive-SpaceX tries to woo Wall Street with three-day analyst meeting this week, sources say
NEW YORK, April 21 : SpaceX is moving ahead with plans for one of the most anticipated IPOs in history as it hosts analysts this week for three days of closed-door meetings at its launch facility in Texas and mega-sized data center in Tennessee, according to three people familiar with the matter. Elon Musk's company is holding the briefings for Wall Street's top aerospace and technology analysts as it looks to raise $75 billion, in what would be the world's biggest-ever IPO, with executives targeting a late June trading debut. The presentations kick off with an all-day meeting and analyst tour on Tuesday at the satellite and rocket maker's Starbase launch facilities in Boca Chica, Texas, the people said. Another group of analysts representing institutional investors, including big mutual funds and pension plans, will be briefed in a separate session at Starbase on Wednesday, the people said. On Thursday, the analysts have been invited to review the company's "Macrohard" project at its Colossus data center in Memphis, Tennessee, they added. Attendees are expected to surrender electronic devices to participate in the meetings, one of the people said. All three spoke on condition of anonymity because the information was not public. SpaceX did not respond to a request for comment. Reuters was the first to report on the plans to host analysts earlier this month. The inclusion of Starbase on the tour and the three days of briefings have not been reported previously. IPO PROCESS Analyst days are a standard part of the IPO process, in which companies brief analysts on their business, financial outlook and long-term strategy ahead of a public listing. Some of the analysts scheduled to attend have also received copies of SpaceX's confidential registration filing, though the document contained limited information, two of the people said. Generally, IPO registration statements include a company's business description, financial statements, risk factors, how it plans to use the money it raises as well as details on major existing shareholders. About two weeks after the analyst days, SpaceX is expected to hold a separate "modeling" day for a select group of Wall Street analysts, some of whose banks are working on the deal, two of the people said. At such sessions, companies typically walk analysts through their financial projections, business thesis and the other key data that will help analysts calculate their earnings estimates before the listing. SpaceX Chief Financial Officer Bret Johnsen has about two months to convince some of Wall Street's top analysts - and ultimately investors - that the company is worth an almost unfathomable $1.75 trillion. Musk merged xAI with SpaceX in February, bringing together the billionaire's rockets, Starlink satellites, the X social media platform and Grok AI chatbot under one roof. The combination created a tech and aerospace conglomerate like no other, but it also makes valuing SpaceX tricky. To justify the $75 billion Musk hopes to raise as well as the lofty valuation, at least one large institutional investor has been using unusual benchmarks to explain the math, Reuters previously reported. Rather than comparing SpaceX to legacy aerospace and telecom giants like Boeing and AT&T, that investor has been benchmarking it against Palantir Technologies and artificial intelligence infrastructure companies like GE Vernova and Vertiv -- a framework described to Reuters by a person familiar with the valuation discussions. RETAIL INVESTORS Musk also plans to reward the retail investors who have sent shares of electric vehicle company Tesla to illogical heights, trading at a valuation closer to a tech company than an automaker. He is planning to set aside some 30 per cent of SpaceX shares for retail investors, hosting 1,500 of them to tour Starbase after the roadshow kicks off during the week of June 8, people familiar with the matter previously told Reuters. Musk is also opening up initial share sales to international retail investors from the UK, EU, Australia, Canada, Japan and Korea, Reuters previously reported. The structure of the deal and precise amount of the retail allocation are expected to be finalized closer to the IPO launch. Morgan Stanley, Bank of America, Citigroup, JPMorgan and Goldman Sachs are leading the deal as active bookrunners, with 16 other banks in smaller roles spanning institutional, retail and international channels, Reuters previously reported.
Amazon invests another $5 bn in Anthropic
San Francisco - Amazon on Monday said it pumped another $5 billion into Anthropic as it ramps up its collaboration with the startup behind Claude artificial intelligence. The e-commerce and cloud computing colossus noted that the investment builds on $8 billion it had already invested in Anthropic, according to the companies. Amazon added that it could invest $20 billion more in Anthropic, provided the startup meets certain performance goals. For its part, San Francisco-based Anthropic said it has committed to spending more than $100 billion on Amazon Web Services (AWS) technology to power AI in the coming decade. "We need to build the infrastructure to keep pace with rapidly growing demand," Anthropic chief executive Dario Amodei said in a release. "Our collaboration with Amazon will allow us to continue advancing AI research while delivering Claude to our customers." Anthropic said in early April that it had tripled its annualized revenues quarter-on-quarter to over $30 billion -- outpacing OpenAI for the first time. Amodei visited US officials last week at the White House, where they struck a different tone from the dispute that erupted in February, when the AI startup infuriated Pentagon chief Pete Hegseth by insisting its technology should not be used for mass surveillance or fully autonomous weapons systems. "We discussed opportunities for collaboration, as well as shared approaches and protocols to address the challenges associated with scaling this technology," a White House spokesperson told AFP. The rhetoric marks a departure from months earlier, when President Donald Trump instructed the US government to "immediately cease" using Anthropic's technology after the company refused to allow the Pentagon unconditional use of its Claude AI models. Anthropic has challenged the Trump administration in court, as well as Hegseth's move to add the company to a list of firms that pose a "supply chain risk." Earlier this month, Anthropic announced its newest AI model Mythos, withholding it from public release due to its potential cybersecurity risks.
Texas environmental network plans to protest SpaceX analyst meetings
The South Texas Environmental Justice Network says its members plan to protest outside the facility's main entrance as SpaceX kicks off three days of tours and meetings with Wall Street stock analysts Environmental activists plan to protest outside SpaceX's Starbase launch facilities on Tuesday, April 21, ahead of the highly anticipated IPO of Elon Musk's company, pressuring big public pension funds to avoid the deal due to worries about pollution from rocket launches and safety issues. The South Texas Environmental Justice Network said its members plan to protest outside the facility's main entrance on Tuesday as SpaceX kicks off three days of tours and meetings with Wall Street stock analysts. Network co-founder Bekah Hinojosa said she is urging investors to boycott the IPO and has lobbied the office of New York City Comptroller Mark Levine against buying the company's shares for the city's pension plans. The company's rocket launches from its Starbase facility in Boca Chica, Texas have caused Hinojosa's apartment in nearby Brownsville to shake. Hinojosa said she is also worried that the flames emitted by the rockets could set off fires in the dry South Texas landscape. "It doesn't feel great to feel like we're being bombed by Elon Musk," Hinojosa said in an interview on Monday. She added that she has had several conversations with Levine's office about SpaceX. A representative for the comptroller declined to comment. SpaceX did not immediately respond to requests for comment. Hinojosa's concerns underscore a quandary facing potential shareholders in what could be the biggest IPO in history. Shareholders, especially public-sector pension fund leaders in Democratic-leaning states, often promote conservation concerns. They also have spent years arguing unsuccessfully that Musk needs more oversight at the helm of his carmaker Tesla and the X social-media platform. Yet now some of the same funds may back Musk's next venture, either by buying directly into the IPO or if and when the company is added to indexes that guide their investments. SpaceX began launches from Starbase in 2019 and it has become the manufacturing center for the company's Starship spacecraft and its Super Heavy Booster rocket. The success has been accompanied by challenges at the site, including a 2023 launch explosion that sent a cloud of pulverized concrete over a small town nearby, and started a ground fire. The company has since upgraded its launch pad with a water-cooling system, though it faced concerns about its permit for the process. - Rappler.com
Exclusive-SpaceX tries to woo Wall Street with three-day analyst meeting this week, sources say
NEW YORK, April 21 (Reuters) - SpaceX is moving ahead with plans for one of the most anticipated IPOs in history as it hosts analysts this week for three days of closed-door meetings at its launch facility in Texas and mega-sized data center in Tennessee, according to three people familiar with the matter. Elon Musk's company is holding the briefings for Wall Street's top aerospace and technology analysts as it looks to raise $75 billion, in what would be the world's biggest-ever IPO, with executives targeting a late June trading debut. The presentations kick off with an all-day meeting and analyst tour on Tuesday at the satellite and rocket maker's Starbase launch facilities in Boca Chica, Texas, the people said. Another group of analysts representing institutional investors, including big mutual funds and pension plans, will be briefed in a separate session at Starbase on Wednesday, the people said. On Thursday, the analysts have been invited to review the company's "Macrohard" project at its Colossus data center in Memphis, Tennessee, they added. Attendees are expected to surrender electronic devices to participate in the meetings, one of the people said. All three spoke on condition of anonymity because the information was not public. SpaceX did not respond to a request for comment. Reuters was the first to report on the plans to host analysts earlier this month. The inclusion of Starbase on the tour and the three days of briefings have not been reported previously. IPO PROCESS Analyst days are a standard part of the IPO process, in which companies brief analysts on their business, financial outlook and long-term strategy ahead of a public listing. Some of the analysts scheduled to attend have also received copies of SpaceX's confidential registration filing, though the document contained limited information, two of the people said. Generally, IPO registration statements include a company's business description, financial statements, risk factors, how it plans to use the money it raises as well as details on major existing shareholders. About two weeks after the analyst days, SpaceX is expected to hold a separate "modeling" day for a select group of Wall Street analysts, some of whose banks are working on the deal, two of the people said. At such sessions, companies typically walk analysts through their financial projections, business thesis and the other key data that will help analysts calculate their earnings estimates before the listing. SpaceX Chief Financial Officer Bret Johnsen has about two months to convince some of Wall Street's top analysts - and ultimately investors - that the company is worth an almost unfathomable $1.75 trillion.
Amazon to invest up to $25 billion in Anthropic; AI firm to spend $100 billion on AWS
Amazon on Monday outlined a major expansion of its artificial intelligence (AI) strategy, committing up to $25 billion in fresh funding to Anthropic as part of a long-term partnership centred on cloud infrastructure and compute capacity. The agreement comes as competition intensifies among technology firms to secure the computing power needed to train and deploy advanced AI models. Under the deal, Anthropic will spend more than $100 billion over the next decade on Amazon's cloud technologies, deepening an existing relationship between the two companies. The investment is structured with an initial $5 billion infusion, followed by up to $20 billion tied to specific commercial milestones. This builds on the $8 billion Amazon had already invested in the AI startup. The partnership is aimed at strengthening Anthropic's ability to scale its AI models, including its Claude family, by securing large amounts of computing capacity. The company said it expects to access up to 5 gigawatts of capacity, with around 1 gigawatt expected to come online through Trainium2 and Trainium3 chips by the end of the year. "Our custom AI silicon offers high performance at significantly lower cost for customers, which is why it's in such hot demand," said Andy Jassy, CEO of Amazon. "Anthropic's commitment to run its large language models on AWS Trainium for the next decade reflects the progress we've made together on custom silicon, as we continue delivering the technology and infrastructure our customers need to build with generative AI." Amazon sharpens focus on AI infrastructure The move highlights Amazon's broader strategy of positioning itself as a key infrastructure provider in the AI ecosystem. While its own AI models, including Nova, have struggled to gain significant traction, the company continues to lead in cloud computing services that power AI development. Amazon said it expects capital expenditure of around $200 billion this year, with a significant share directed towards expanding AI infrastructure. The Anthropic deal also follows Amazon's earlier announcement of a potential $50 billion investment in OpenAI, signalling its willingness to back multiple major AI players as the race for dominance accelerates. Anthropic ramps up capacity amid competition Anthropic is focusing on advancing its models, particularly in areas such as coding and design, as it competes with other leading AI firms. The company's increased reliance on Amazon's custom chips aligns with its need for large-scale, cost-efficient compute resources. At the same time, Amazon is seeking to expand adoption of its Trainium chips, which are designed for AI training and inference. Following the announcement, Amazon's shares rose about 2.7 percent in extended trading.
Anthropic, Amazon Expand Collaboration; Amazon To Invest In Anthropic
(RTTNews) - Anthropic said it has signed an agreement with Amazon (AMZN) that will deepen existing partnership and secure up to 5 gigawatts of capacity for training and deploying Claude, including new Trainium2 capacity coming online in the first half of the current year and nearly 1GW total of Trainium2 and Trainium3 capacity coming online by the end of 2026. Amazon is investing $5 billion in Anthropic, with up to an additional $20 billion in the future. This builds on the $8 billion it has previously invested. Dario Amodei, CEO and co-founder of Anthropic, said: "Our collaboration with Amazon will allow us to continue advancing AI research while delivering Claude to our customers, including the more than 100,000 building on AWS." Anthropic noted it has worked closely with Amazon since 2023 and over 100,000 customers now run Claude on Amazon Bedrock. The company said the agreement expands collaboration, and is committing more than $100 billion over the next ten years to AWS technologies, securing up to 5GW of new capacity to train and run Claude. At last close, Amazon shares were trading at $248.28, down 0.91%. Der heimische sowie der deutsche Aktienmarkt verzeichneten am Montag Verluste. An den US-Börsen ging es überschaubar nach unten. Die Börsen in Fernost nahmen zum Wochenbeginn Fahrt auf.
Banking industry scrambles for Anthropic's Mythos as global regulators review risks
Access to Mythos restricted, with JPMorgan the only bank confirmed so far FRANKFURT/NEW YORK: The emergence of Anthropic's Mythos is setting up a scramble from the banking industry to gain access and test the technology as regulators rush to examine the cybersecurity risks the new artificial intelligence model raises and how prepared financial firms are to tackle them. Mythos is viewed by cybersecurity experts as posing significant challenges to the banking industry and its legacy technology systems, prompting a series of warnings from regulators and policymakers gathered at last week's International Monetary Fund spring meeting in Washington. A string of U.S. banks have so far been given access to Mythos - while the rest of the industry tries to catch up. "It's certainly not something that's causing panic or setting off any alarm bells on our end right now, but it's definitely something we need to keep in mind in our day-to-day risk management -- and that's exactly what we're doing," Deutsche Bank CEO Christian Sewing, who leads Germany's biggest bank, told journalists. Sewing said banks were in close contact with European watchdogs about Mythos. "The banks are prepared for this and have their own responses. So this is something we have to live with, and of course everyone is trying to gain access, but I also think it's right that access is limited for now," he said, adding that a German banking association would discuss the issue on Monday. Anthropic has so far restricted access to the model to partners in its Project Glasswing initiative and about 40 additional organisations that build or maintain critical software infrastructure. JPMorgan, which is part of Glasswing, was the only bank Anthropic has publicly said has access, although Bank of America has been part of Glasswing since the start and has been testing the Mythos technology internally, according to a source familiar with the matter. Other U.S. banks have more recently said they have been given access to Mythos. Morgan Stanley CEO Ted Pick told analysts during the bank's earnings call last week that the bank has been discussing cyber risks within the Financial Services Forum. "And yes, we are permissioned on Claude Mythos Preview," he said, adding that cyber risk is an increasing threat. "So we will, I imagine, collectively get better via that, and then there will be other competitive products." Goldman Sachs CEO David Solomon also confirmed during the bank's earnings last week that it had access. "We're aware of Mythos and its capabilities," Solomon said on the call. "We have the model. We're working closely with Anthropic and all of our security vendors to kind of harness frontier capabilities wherever it's possible." Citigroup also has access to Mythos and is using it for internal tests, one person with knowledge of the matter said. Some banks without access have questioned whether there should be broader access to Mythos and whether JPM received an advantage, a topic that is likely to be raised with the U.S. Treasury, a source familiar with the matter said. JPM declined comment. The Treasury and Anthropic did not immediately respond to requests for comment. Multiple senior banking and regulatory sources in Europe told Reuters they were not aware of any European financial institution with access to Mythos yet. 'SUBSTANTIALLY MORE CAPABLE AT CYBER OFFENCE' The British government wrote an open letter to Anthropic leaders on April 15 saying that testing by its AI Security Institute had shown Mythos to be "substantially more capable at cyber offence than any model we have previously assessed." Some Asian regulators said on Monday they were also monitoring the development. South Korea's Financial Supervisory Service said it met with information security officials from financial firms last week to review Mythos-related risks. Mythos was a key topic on the sidelines of the IMF meetings last week. European supervisors are not yet overly concerned and for now are assessing it through their existing cyber resilience processes, three European supervisory sources told Reuters. One banking source said the ECB and other regulators have been in contact with European banks to assess their preparedness for new cybersecurity risks. Supervisors have asked about banks' awareness of the threat and their ability to respond, the source said. The capabilities of Mythos to code at a high level have given it a potentially unprecedented ability to identify cybersecurity vulnerabilities, experts say, prompting greater scrutiny from regulators globally. Barclays CEO C. S. Venkatakrishnan said on Friday in Washington that Mythos was a serious threat to the global banking system and likely to be followed by similar, more powerful cyberthreats. (Reporting by Tom Sims, Saeed Azhar, Tatiana Bautzer and Jesus Aguado; Additional reporting by Francesco Canepa and Balazs Koranyi in Frankfurt, and Lawrence White in London; Writing by Tommy Reggiori Wilkes; Editing by Elisa Martinuzzi, Megan Davies and Daniel Wallis)
Amazon to invest up to $25 billion in Anthropic as part of $100 billion cloud deal
Seattle-based Amazon will invest $5 billion in Anthropic now, and an additional $20 billion in the future, subject to certain commercial milestones. This is in addition to the $8 billion Amazon previously invested in the company. Amazon said on Monday that it will invest up to $25 billion in Anthropic, as the AI startup commits to spending more than $100 billion over the next 10 years on Amazon's cloud technologies. The deal deepens the two firms' relationship as Anthropic rushes to secure capacity to bolster its models. Seattle-based Amazon will invest $5 billion in Anthropic now, and an additional $20 billion in the future, subject to certain commercial milestones. This is in addition to the $8 billion Amazon previously invested in the company. Amazon has struggled to generate buzz around its own AI models, such as Nova, while continuing to be a leader in providing critical infrastructure for the AI boom, such as cloud computing power. Amazon said it anticipates around $200 billion this year on capital expenditures, largely for AI development. Amazon is also making big bets on the largest AI startups. The new investment in Anthropic, the creator of Claude, follows Amazon's announcement earlier this year it would invest up to $50 billion in OpenAI, the maker of ChatGPT. In a statement, Anthropic said it expected to bring roughly 1 gigawatt of capacity via Trainium2 and Trainium3 chips by year-end. Anthropic ultimately expects to secure up to 5 gigawatts of such capacity. Amazon CEO Andy Jassy said in a statement that Anthropic's use of Trainium chips "reflects the progress we've made together on custom silicon." Anthropic is aiming to pull ahead in the AI race with model releases focusing on coding and design, while Amazon seeks customers for its custom silicon chips built for artificial intelligence training and inference. Amazon shares rose around 2.7% in extended trading.
