News & Updates
The latest news and updates from companies in the WLTH portfolio.
Anthropic Number One AI in Ranking and Revenue - Making $30 Billion Per Year | NextBigFuture.com
Anthropic signed a new agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity that we expect to come online starting in 2027. This significant expansion of their compute infrastructure will power our frontier Claude models and help us serve extraordinary demand from customers worldwide. The run-rate revenue has now surpassed $30 billion -- up from approximately $9 billion at the end of 2025. When we announced our Series G fundraising in February, we shared that over 500 business customers were each spending over $1 million on an annualized basis. Today that number exceeds 1,000, doubling in less than two months. The vast majority of the new compute will be sited in the United States, making this partnership a major expansion of our November 2025 commitment to invest $50 billion in strengthening American computing infrastructure.
Amol Avasare: Anthropic's revenue skyrocketed from $1 billion to $19 billion, the importance of automating growth experimentation, and managing 'success disasters' in tech | Lenny's Podcast
* Anthropic has experienced unprecedented growth, scaling from $1 billion to over $19 billion in annual recurring revenue in just a few months. * Automating growth experimentation is crucial for sustaining rapid growth in tech companies. * Anthropic's growth trajectory includes a consistent 10x year-on-year revenue growth since its inception. * Despite expectations, the growth rate of Anthropic's user base has not slowed down. * Managing 'success disasters' is a significant part of growth management, where rapid success leads to new challenges. * Rapid growth in tech companies often results in significant operational challenges that require constant attention. * Activation is a critical challenge in AI products, particularly in enhancing the new user experience. * User activation is crucial for long-term retention in AI products. * The rapid advancement of AI models presents challenges in effectively utilizing their capabilities for user benefit. * Adding the right friction in product design can enhance user experience and adoption. * Anthropic's success highlights the importance of strategic growth management and innovation in the AI sector. * The company's approach to automating growth processes demonstrates the potential of technology-driven strategies in scaling businesses. * Effective management of operational challenges is essential for sustaining growth in rapidly expanding tech companies. Guest intro Amol Avasare is Head of Growth at Anthropic. Previously, he worked on the growth teams at Mercury and MasterClass, and cold emailed his way into the Anthropic role when no job listing existed. Most remarkably, he overcame a traumatic brain injury from a Muay Thai match that prevented him from working for nearly a year. Anthropic's rapid growth trajectory * Anthropic achieved a remarkable growth from $1 billion to over $19 billion in annual recurring revenue within months. * We grew from 1,000,000,000 to over 19,000,000,000 in annual recurring revenue just in the past few months -- Amol Avasare * The company has maintained a consistent 10x year-on-year revenue growth. * The growth trajectory has just been insane that that 10 x year on year revenue growth trend has been there since the beginning -- Amol Avasare * Understanding the significance of ARR growth is crucial in the tech industry. * Anthropic's growth is a testament to its strategic approach and market position in the AI industry. * The company's success underscores the potential of AI-driven business models. * Anthropic's growth highlights the importance of innovation and strategic management in scaling tech companies. Automating growth experimentation * Automating growth experimentation is key to sustaining rapid growth. * We are starting to look at how do we automate growth our growth platform team is driving this effort called cache which is Claude accelerates sustainable hypergrowth -- Amol Avasare * Automation in growth strategies can help maintain momentum in tech companies. * The role of automation is crucial in scaling businesses efficiently. * Anthropic's approach to automation reflects a forward-thinking strategy in growth management. * Automating processes can lead to more sustainable and scalable growth. * The use of technology in growth experimentation showcases the potential of innovation in business strategies. * Automation can help overcome challenges associated with rapid growth in tech companies. Managing 'success disasters' * A significant portion of time is spent managing 'success disasters' where rapid growth causes other issues. * Roughly 70% of what I spend my time on is is what we internally refer to as success disasters and that is where like things have gone so well that other things are breaking now -- Amol Avasare * Rapid growth can lead to unexpected challenges that require effective management. * 'Success disasters' highlight the complexities of managing growth in tech companies. * Understanding the challenges of rapid growth is essential for effective management. * Managing success disasters involves addressing operational issues that arise from rapid success. * Effective management of success disasters is crucial for sustaining growth. * The concept of success disasters emphasizes the need for strategic planning in growth management. Operational challenges in rapid growth * Rapid growth in tech companies often leads to significant operational challenges. * If you think about each of those categories on acquisition on activation on monetization there's just a ton of firefighting jumping from like one urgent thing to another and it's often like extremely painful -- Amol Avasare * Operational challenges require constant attention and effective management. * Scaling in tech involves addressing complex operational dynamics. * Effective management of operational challenges is crucial for sustaining growth. * The complexities of scaling highlight the need for strategic planning and management. * Operational challenges can impact growth momentum if not managed effectively. * Addressing operational challenges is essential for long-term success in tech companies. Activation and user engagement in AI products * Activation is a significant challenge in AI products, particularly in improving the new user experience. * Activation is a really big challenge in in ai and so you know that's like one one example of something that that we ship that was very you know specific to a moment in time -- Amol Avasare * User activation is critical for long-term retention in AI products. * I think that activation... that's usually one of the highest levers that you have to actually even increase like longer term retention. -- Amol Avasare * Enhancing user experience is vital for product success in AI. * Activation strategies play a crucial role in user engagement and retention. * Effective activation can lead to higher user retention and product success. * Understanding user engagement strategies is essential for AI product development. Challenges of rapid AI model advancement * The rapid advancement of AI models creates challenges in effectively utilizing their capabilities. * One of the biggest problems in the industry is capability overhang where the models are just getting better so quickly... the real challenge is on the product side of how do we start to diffuse those benefits to people. -- Amol Avasare * Keeping up with fast-evolving AI capabilities is a challenge for product teams. * Ensuring users benefit from AI advancements is crucial for product success. * The rapid pace of AI development requires strategic management and planning. * Addressing capability overhang is essential for maximizing the benefits of AI models. * Effective utilization of AI capabilities can enhance product development and user engagement. * The challenges of AI advancement highlight the need for innovation in product strategies. Enhancing user experience with friction * Adding the right friction can enhance user experience and product adoption. * The right friction helps and and adding more friction usually works if you do it the right way -- Amol Avasare * Strategic use of friction can guide users to the right features and enhance engagement. * Understanding the concept of user friction is crucial for product design. * Effective use of friction can lead to better user experience and product success. * Friction in product design can help improve user engagement and retention. * The right amount of friction can enhance product adoption and user satisfaction. * Designing user experiences with strategic friction can lead to better outcomes. The role of innovation in scaling businesses
Anthropic partners with Google, Broadcom for extra computing capacity
The news: AI lab Anthropic has signed a new agreement with Google and Broadcom for "multiple gigawatts" of compute capacity that is expected to come online in 2027. The context: Most of the new TPU capacity, a measure of the Google-designed tensor processing units, will be used in the US. It is an expansion on Anthropic's November 2025 commitment to invest USD50 billion ($72.2 billion) in US computing infrastructure. The new partnership expands on Anthropic's existing relationships with Google Cloud and Broadcom. Anthropic previously announced plans to expand TPU capacity in October 2025. Anthropic said that demand from Claude customers has accelerated, with run-rate revenue now exceeding USD30 billion, up from USD9 billion at the end of 2025.
'Find a way to work together' -- Sam Altman's message to the Department of Defense and Anthropic
Altman weighs in on why AI companies can't afford to keep escalating their fights with government * Sam Altman urged the government and Anthropic to de-escalate tensions and work together on AI governance * He argued that governments should hold power over AI and national security decisions * He said he still mostly trusts the government, while accepting that many don't Relations between Anthropic and the U.S. government have become an unusually combustible flashpoint in the broader fight over AI regulations and control. The escalating fight began when negotiations with the Pentagon over how Anthropic's Claude AI model could be used broke down over the company's refusal to remove safeguards against fully autonomous weapons or mass domestic surveillance. Responses from Washington, including an executive directive banning federal agencies from using Anthropic's technology and labeling the company a "supply chain risk," led to lawsuits alleging constitutional violations, and a federal judge has since temporarily blocked the Pentagon's actions. OpenAI CEO Sam Altman apparently sees harmony as necessary on both ends of the argument. "Find a way to work together. like stop, stop the stuff on both, stop the escalation on both sides and find a way to work together," Altman said in an interview with Laurie Segall. AI's security demands AI companies have hyped the technology's potential in realms like national security, even as they lobby for a light regulatory touch. Altman has apparently concluded that the companies cannot have it both ways. If AI is as geopolitically consequential as everyone keeps insisting, then governments are going to want a hand on the wheel. "I don't think it works for our industry to say, Hey, this is the most powerful technology humanity has ever built," Altman said. "It is going to be the high order bit in geopolitics. It is going to be the greatest cyber weapon the world has ever built. It is going to, you know, be the determinant of future wars and protection. And we are not giving it to you." Of course, whether people feel comfortable with the government controlling such consequential technology is another question. Altman said he still mostly trusts the system of checks and balances, though he did acknowledge that many people currently "really don't trust the government to follow the law." It's a position that stands out compared to some AI leaders who are more suspicious of the government. Nonetheless, he thinks it would be a mistake not to help the government with national security, especially in cyber infrastructure. "I think we have to work with government, but the intensity of the current mood of mistrust, I was miscalibrated on and I understand something there now," he said. Trust in AI control Essentially, Altman and others aligned with him want to work with governments, even as the public distrust over the misuse of AI grows. "One of the most important questions the world will have to answer in the next year is, are AI companies or are governments more powerful? And I think it's very important that the governments are more powerful," Altman said. "The future of the world, and the decisions about the most important elements of national security should be made through a democratically elected process. And the people that have been appointed as part of that process, not me, and not the CEO of some other lab." Altman kept coming back to the issue of the way the power of AI is arriving faster than institutions, governments, or most humans can calibrate for it. The systems are getting more capable, and their potential for misuse grows in tandem. The stakes are higher and more serious all the time. Big fights among those who are supposed to devise safe regulations and the companies, at least theoretically, trying to steer the technology in an ethical direction, represent an enormous problem. A diplomatic shrug urging diametrically opposed sides to "find a way to work together" won't likely resolve matters. Still, at least it means Altman knows the answer won't be obvious, even if he phrased it as a request to ChatGPT. Follow TechRadar on Google News and add us as a preferred source to get our expert news, reviews, and opinion in your feeds. Make sure to click the Follow button! And of course you can also follow TechRadar on TikTok for news, reviews, unboxings in video form, and get regular updates from us on WhatsApp too.
OpenAI, Anthropic, Google unite to combat model copying in China
[SAN FRANCISCO] Rivals OpenAI, Anthropic PBC, and Alphabet's Google have begun working together to try to clamp down on Chinese competitors extracting results from cutting-edge US artificial intelligence (AI) models to gain an edge in the global AI race. The firms are sharing information through the Frontier Model Forum, an industry non-profit that the three tech companies founded with Microsoft in 2023, to detect so-called adversarial distillation attempts that violate their terms of service, according to sources familiar with the matter. The rare collaboration underscores the severity of a concern raised by US AI companies that some users, especially in China, are creating imitation versions of their products that could undercut them on price and syphon away customers while posing a national security risk. US officials have estimated that unauthorised distillation costs Silicon Valley labs billions of US dollars in annual profit, according to a source familiar with the findings who described them on condition of anonymity. OpenAI confirmed it's part of the information sharing effort on adversarial distillation through the Frontier Model Forum and pointed to a recent memo it sent to Congress on the practice, where it accused Chinese firm DeepSeek of trying to "free-ride on the capabilities developed by OpenAI and other US frontier labs." Google, Anthropic, and the Frontier Model Forum declined to comment. Distillation is a technique where an older "teacher" AI model is used to train a newer, "student", model that replicates the capabilities of the earlier system - often at a much lower cost than producing an original model from scratch. Some forms of distillation are widely accepted and even encouraged by AI labs, such as when companies create smaller, more efficient versions of their own models, or allow outside developers to use distillation to build non-competitive technologies. Yet distillation has been controversial when used by third parties - particularly in adversary nations such as China or Russia - to replicate proprietary work without authorisation. Leading US AI labs have warned that foreign adversaries could use the technique to develop AI models stripped of safety guardrails, such as limits that would prevent users from creating a deadly pathogen. Most models made by Chinese labs are open weight, meaning that parts of the underlying AI system are publicly available for users to freely download and run on their own platforms, and therefore cheaper to use. That poses an economic challenge for US AI companies that have kept their models proprietary, betting that customers will pay for access to their products and help offset the hundreds of billions of US dollars they have spent on data centres and other infrastructure. Distillation first drew significant scrutiny in January 2025 in the weeks after DeepSeek's surprise release of the R1 reasoning model that took the AI world by storm. Soon after, Microsoft and OpenAI investigated whether the Chinese startup had improperly exfiltrated large amounts of data from the US firm's models to create R1, Bloomberg previously reported. In February, OpenAI warned US lawmakers that DeepSeek had continued to use increasingly sophisticated tactics to extract results from US models, despite heightened efforts to prevent misuse of its products. OpenAI claimed in its memo to the House Select Committee on China that DeepSeek was relying on distillation to develop a new version of its breakthrough chatbot. Information-sharing by US AI companies about adversarial distillation echoes a standard practice in the cybersecurity industry, where firms regularly swap data on attacks and adversaries' tactics as a way to strengthen network defences. By working together, the AI firms are similarly seeking to more effectively detect the practice, identify who's responsible and try to prevent unauthorised users from succeeding. Trump administration officials have signalled their openness to fostering information sharing among AI companies to rein in adversarial distillation. The AI Action Plan unveiled by US President Donald Trump last year called for the creation of an information sharing and analysis centre, in part for this purpose. For now, information sharing on distillation remains limited due to AI companies' uncertainty about what can be shared under existing antitrust guidance to counter the competitive threat from China, according to sources familiar with the matter. The firms would benefit from greater clarity from the US government, the sources said. Distillation has ranked as a top concern among American AI developers since DeepSeek rattled global markets in early 2025 with its R1 release. Highly capable open-source models continue to proliferate in China, and many in the industry are watching closely for a major upgrade to DeepSeek's model. Last year, Anthropic blocked Chinese-controlled companies from using its Claude chatbot model, and in February, it identified three Chinese AI labs - DeepSeek, Moonshot, and MiniMax - as illicitly extracting the model's capability via distillation. This year, Anthropic said that the threat "extends beyond any single company or region" and poses a national security risk, since distilled models often lack safety guardrails designed to prevent bad actors from using AI tools for malicious activities. Google has published a blog saying it identified an increase in model extraction attempts. The three US AI labs have not yet provided evidence showing how much of China's model innovation is reliant on distillation, but they note that the prevalence of attacks can be measured based on volumes of large-scale data requests. BLOOMBERG
Broadcom's stock is rising. Here's why its new Google and Anthropic deals are so significant.
Expanded chip agreements 'put the spotlight back on Broadcom as a major winner' and could pave the way for earnings upside, analysts say Broadcom's stock was up about 3% in Monday's extended session. Broadcom is showing its might in the world of artificial-intelligence chips - with two expanded deals that suggest the company could surpass its prior expectations for AI revenue. Broadcom (AVGO) disclosed late Monday that it has struck a new five-year agreement to develop and supply Google's tensor processing units. Additionally, Broadcom and Google, a unit of Alphabet (GOOG) (GOOGL), reached an agreement around networking components to be used in Google's AI racks. Broadcom also disclosed a separate agreement with Anthropic that marks an extension of their business relationship. Starting next year, the AI company will access about 3.5 gigawatts of TPU compute through Broadcom. "The consumption of such expanded AI compute capacity by Anthropic is dependent on Anthropic's continued commercial success," Broadcom noted in a filing. See more: Anthropic's meteoric rise shocked the market - but the AI crown remains up for grabs That said, Anthropic hinted at some major financial progress in its own press release. The company is now clocking run-rate revenue in excess of $30 billion. For comparison, at the end of 2025, it had a revenue run rate of about $9 billion. Don't miss: OpenAI is officially a media company, after buying Silicon Valley's favorite podcast TBPN Bernstein analyst Stacy Rasgon pointed out that Broadcom previously forecast about $100 billion in AI revenue for fiscal 2027. "We believe this number is looking increasingly light," he wrote, meaning the company could deliver upside relative to investor expectations. Every $10 billion or so in incremental revenue amounts to roughly $1 in incremental earnings per share, according to Rasgon's math. "The stock is looking increasingly attractive here," Rasgon added. Broadcom shares were up nearly 3% in Monday's extended session - though they've lost 9% so far this year. Read: This 'overlooked' AI stock is a new top pick at Morgan Stanley The new deals "put the spotlight back on Broadcom as a major winner," D.A. Davidson analyst Gil Luria wrote in a note to clients. While Broadcom is winning new business, it's not the only game in town, and the big AI companies are increasingly diversifying their supply arrangements as they look to amass as much compute as possible. "We train and run Claude on a range of AI hardware - AWS Trainium, Google TPUs, and Nvidia GPUs - which means we can match workloads to the chips best suited for them," Anthropic said in its release. "This diversity of platforms translates to better performance and greater resilience for customers who depend on Claude for critical work." -Emily Bary This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal.
Clipper chaos coming with snow, freezing rain and lightning possible
In a flurry of rapidly changing forecasts for Saskatchewan on Monday, Environment Canada says a late season Alberta Clipper is set to bring unpredictable weather from Tuesday morning and lasting into Wednesday. The weather agency said the storm will impact central and Southern Saskatchewan, adding that it would also bring "considerable uncertainty" about exactly what the Clipper will deliver. Weather statements said areas along and near the Yellowhead Highway have temperatures near the freezing mark, so it was hard to predict how much snow would accumulate or if it would melt on contact with the ground. Snowfall warnings of up to 20 cm were issued for parts of central Saskatchewan like Humboldt, with 5 to 10 cm of snow expected in Saskatoon and Prince Albert, but Regina and Moose Jaw are forecast to escape the worst of it, with Environment Canada saying rain showers on Tuesday would change to light snow near midnight. Places on the southern edge of areas where snowfall warnings were issued would see wet snow with less accumulation, Environment Canada said, and the storm would also bring a risk of brief freezing rain in this area on Tuesday into Tuesday night. For areas south of the Yellowhead and Trans-Canada highways, the storm would bring rain and even a few lightning strikes could occur, Environment Canada said. The weather agency also added a disclaimer that there is a possibility that snowfall warnings would be expanded southward as the system approaches.
SpaceX' IPO pitch centers on Elon Musk's ability to 'sell the dream'
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I understand I can opt out at any time through an email that I receive, or by clicking here SpaceX and investment bankers will host meetings to pressure-test the Elon Musk-led company's targeted $2 trillion valuation, a crucial step as it drives toward the largest-ever initial public offering, people familiar with the matter said. Two months after a merger with xAI, senior bankers are poised to begin talks around the rocket, satellite and AI company's initial public offering, to determine if its vaunted valuation will still lure in investors. Its market value is now expected to top $2 trillion, up from expectations of $1.75 trillion less than two weeks ago, people familiar with the matter said. "What you've got to be convinced of -- and this is what they'll be working on until this is filed publicly -- is continuing to sell the dream and basically there's nobody that's been better at selling the dream than Elon Musk," said David Erickson, an adjunct associate professor at Columbia Business School and a former co-head of global equity capital markets at Barclays Plc. Representatives for SpaceX didn't immediately respond to requests for comment. Musk appeared to push back on the valuation target of $2 trillion in an April 3 X post, saying "don't believe everything you read." At more than $2 trillion, SpaceX would be bigger than all but five of the companies in the S&P 500 Index -- Nvidia Corp., Apple Inc., Alphabet Inc., Microsoft Corp. and Amazon.com Inc. Despite generating a fraction of the revenue, its market value would dwarf Meta Platforms Inc. and Musk's own Tesla Inc., the two other members of the so-called Magnificent 7 stocks. Such a valuation implies a price-to-sales ratio of more than 100-times on a trailing basis, according to analyst estimates, easily topping that of retail-favorite Palantir Technologies Inc.'s lofty ratio of roughly 79 times -- by far the highest in the S&P 500 Index. Bloomberg Intelligence estimates SpaceX's rocket launch program and Starlink satellites will generate the majority of its revenue, approaching $20 billion in 2026, with xAI likely to generate less than $1 billion. "The reality is it's not about the fundamentals, nobody is going to get there on the fundamentals from a math standpoint because the math doesn't work," said Erickson. A pair of rocket test launches are expected ahead of a potential June trading debut, which the company has been targeting, people have told Bloomberg. Those will be "crucial for what happens to the IPO," according to Franco Granda, a senior analyst at PitchBook. "If any of those two fail there's a chance the IPO might not even happen," he said in an interview. "This will dictate everyone's direction toward the IPO." The first flight of SpaceX's latest iteration of its reusable, super heavy-lift launch vehicle is four to six weeks away, Musk said in a post on X Friday. A listing for SpaceX could raise as much as $75 billion, Bloomberg News has reported. At that size, it would dwarf the biggest ever IPO, Saudi Aramco's $29 billion debut in 2019. The company would use the money raised in an IPO to fund Musk's vision of AI data centers in space and a factory on the moon. The billionaire's grand plans will require unprecedented amounts of capital, and resources that span several of the companies he controls. Musk said in March that his Terafab project, which would eventually manufacture his own chips for robotics, AI and space data centers, will be jointly run by Tesla and SpaceX. PitchBook's Granda, who called its targeted valuation "justifiable" a month ago, cautioned that Musk's ever-expanding vision could present upside but also add to mounting risks. "When you start to go higher than $1.75 trillion, it becomes a question of 'how much can they rely on Musk's public persona to drive this up?'" he said. The prospect of an IPO at a $2 trillion valuation is a steep climb from the $1.25 trillion assigned to SpaceX after merging with xAI. It would also be more than double the $800 billion valuation when some company insiders sold shares in a tender offer in December. However, private market activity in the company through murky special purpose vehicles soared in the run-up to a confidential filing submission. Hundreds of millions of dollars were traded entirely through these SPVs, according to Caplight Technologies, in the first three months of the year. The total volume was double what was observed by the data provider in the final six months of last year, according to Caplight, which tracks transaction data reported by a network of hundreds of broker-dealers, registered investment advisers and other qualified institutional investors. Bank of America Corp., Citigroup Inc., Goldman Sachs Group Inc., JPMorgan Chase & Co. and Morgan Stanley have senior roles on the IPO, and SpaceX has added more banks to the lineup, people familiar with the matter have said. The company has scheduled a call with the broader bank syndicate for Monday, and there will be an analyst briefing later in April, a person familiar with the matter said. IFR and Reuters previously reported the syndicate call and analyst briefing respectively. The ultimate outcome of those meetings may depend on whether Musk can get investors to keep their eye on the vision rather than the numbers. "It went from a story of being such a great, capital-intensive company," said PitchBook's Granda. "Now you're starting to throw real sci-fi initiatives in here and the numbers are not favorable to them." (With assistance from Michael Hytha.)
Anthropic Tops $30 Billion Run Rate, Seals Deal With Broadcom
(Bloomberg) -- Anthropic PBC said its revenue run rate has now topped $30 billion, up from $9 billion at the end of 2025, and confirmed plans to work with Broadcom Inc. and Google to power its burgeoning operations. The AI startup said that demand for its Claude services has accelerated this year, with more than 1,000 business customers spending over $1 million on an annual basis. That figure has more than doubled since February. The collaboration with Broadcom and Google, which was first announced last month, will help Anthropic build "the capacity necessary to serve the remarkable growth we have seen in our customer base," Chief Financial Officer Krishna Rao said in a statement. The annual run rate -- a popular benchmark among tech startups -- extrapolates the current sales level over a full year. The latest numbers suggest that a high-profile dispute with the US government hasn't stymied growth. Anthropic is waging a legal fight over the Pentagon's decision to declare the company a supply-chain risk following a standoff over AI safety guardrails. Anthropic has warned that the labeling could cost it billions in lost revenue, and an attorney for the company recently told a judge in San Francisco that the federal government's actions led to more than 100 enterprise customers contacting the company to express doubt about continuing their work with Anthropic. Still, some customers respect that Anthropic "demonstrates its principles" in its dealings with the US government, Paul Smith, Anthropic's chief commercial officer, said in an interview last week. Broadcom is developing chips using Google's tensor processing units, or TPUs, offering an alternative to technology from Nvidia Corp. Broadcom and Alphabet Inc.'s Google have entered a long-term agreement to provide the chips and a supply assurance pact that runs through 2031, according to a Broadcom filing Monday. The three companies also are expanding a strategic collaboration that will let Anthropic access about 3.5 gigawatts' worth of computing power. That will begin in 2027. "The consumption of such expanded AI compute capacity by Anthropic is dependent on Anthropic's continued commercial success. In connection with this deployment, the parties are in discussions with certain operational and financial partners," Broadcom said in the filing. Broadcom shares climbed as much as 3.6% in late trading after the filing was announced. The company's chief executive officer, Hock Tan, previously discussed the collaboration during an earnings call last month. He also said Broadcom expects its AI chip sales to top $100 billion next year, making it a bigger competitor to Nvidia.
Anthropic Tops $30 Billion Run Rate, Seals Deal With Broadcom
(Bloomberg) -- Anthropic PBC said its revenue run rate has now topped $30 billion, up from $9 billion at the end of 2025, and confirmed plans to work with Broadcom Inc. and Google to power its burgeoning operations. The AI startup said that demand for its Claude services has accelerated this year, with more than 1,000 business customers spending over $1 million on an annual basis. That figure has more than doubled since February. The collaboration with Broadcom and Google, which was first announced last month, will help Anthropic build "the capacity necessary to serve the remarkable growth we have seen in our customer base," Chief Financial Officer Krishna Rao said in a statement. The annual run rate -- a popular benchmark among tech startups -- extrapolates the current sales level over a full year. The latest numbers suggest that a high-profile dispute with the US government hasn't stymied growth. Anthropic is waging a legal fight over the Pentagon's decision to declare the company a supply-chain risk following a standoff over AI safety guardrails. Anthropic has warned that the labeling could cost it billions in lost revenue, and an attorney for the company recently told a judge in San Francisco that the federal government's actions led to more than 100 enterprise customers contacting the company to express doubt about continuing their work with Anthropic. Still, some customers respect that Anthropic "demonstrates its principles" in its dealings with the US government, Paul Smith, Anthropic's chief commercial officer, said in an interview last week. Broadcom is developing chips using Google's tensor processing units, or TPUs, offering an alternative to technology from Nvidia Corp. Broadcom and Alphabet Inc.'s Google have entered a long-term agreement to provide the chips and a supply assurance pact that runs through 2031, according to a Broadcom filing Monday. The three companies also are expanding a strategic collaboration that will let Anthropic access about 3.5 gigawatts' worth of computing power. That will begin in 2027. "The consumption of such expanded AI compute capacity by Anthropic is dependent on Anthropic's continued commercial success. In connection with this deployment, the parties are in discussions with certain operational and financial partners," Broadcom said in the filing. Broadcom shares climbed as much as 3.6% in late trading after the filing was announced. The company's chief executive officer, Hock Tan, previously discussed the collaboration during an earnings call last month. He also said Broadcom expects its AI chip sales to top $100 billion next year, making it a bigger competitor to Nvidia.
Polymarket Readies Platform Overhaul With New Collateral Token | PYMNTS.com
The company's Polymarket Developers account said in a Monday (April 6) post on X that this upgrade will take place over the next two to three weeks and that it is "the biggest change to date." The new stablecoin is a collateral token called Polymarket USD that will be backed 1:1 by USDC, according to the post. Polymarket will shift to this token from the USDC.e it is currently using. "For most users, this transition is seamless. The frontend handles wrapping automatically with a one-time approval prompt," the company said in the post. "Power users and API-only traders will need to wrap their USDC or USDC.e into Polymarket USD via the Collateral Onramp contract's wrap() function." Together with the new collateral token, Polymarket's upgrade will include new contracts and a new order book, according to the post. "During the upgrade, all existing order books will be cleared," the company said in the post. "There will be a short maintenance window. We'll announce the exact date and time at least one week in advance." In separate posts by its Polymarket account, the company said that it is making the upgrade in response to users' feedback and that the infrastructure change will deliver "faster execution, lower gas, & a cleaner foundation going forward." Polymarket and stablecoin issuer Circle said in February that they were collaborating to support dollar-denominated settlement infrastructure for Polymarket users. The companies said that Polymarket now uses USDC.e on Polygon for its trades and that it would shift to USDC in the coming months. In a Feb. 5 press release, the companies said: "Native USDC is issued by Circle's regulated affiliates and is redeemable 1:1 for US dollars, providing a more capital efficient, scalable and institutionally aligned settlement standard as Polymarket's platform continues to grow." It was reported March 7 that the prediction market was in discussions with investors about raising funds and was targeting a valuation of $20 billion. The company was valued at half that figure in late 2025.
Broadcom's stock is rising. Here's why its new Google and Anthropic deals are so significant.
Broadcom is showing its might in the world of artificial-intelligence chips -- with two expanded deals that suggest the company could surpass its prior expectations for AI revenue. Broadcom AVGO disclosed late Monday that it has struck a new five-year agreement to develop and supply Google's tensor processing units. Additionally, Broadcom and Google, a unit of Alphabet GOOG GOOGL, reached an agreement around networking components to be used in Google's AI racks.
M.G. Siegler: OpenAI's slowing revenue growth complicates its IPO narrative, leadership dynamics reveal deeper issues, and Anthropic may surpass OpenAI in revenue | Big Technology
* The tension between a CEO and CFO is common, but OpenAI's situation is unique due to its ambitious plans. * OpenAI and Anthropic are unlikely to go public in 2026 due to macroeconomic uncertainties. * The public market's reaction to OpenAI's potential IPO is uncertain because of its significant financial burn. * OpenAI's revenue growth is slowing, complicating the narrative of exponential growth. * Slowing revenue growth suggests OpenAI may not be on the exponential growth path it claims. * OpenAI's recent funding round is unprecedented, indicating a unique financial position. * The absence of the CFO from financial meetings could indicate deeper leadership issues. * The optics of OpenAI's recent funding rounds are questionable and defensive. * Anthropic may surpass OpenAI in revenue next year if current trends continue. * OpenAI is pivoting its business model due to competitive pressures from Anthropic. * The dynamics of corporate governance at OpenAI reflect unique challenges. * Financial health is crucial for public market perceptions of OpenAI's IPO. * Leadership dynamics at OpenAI may affect its financial strategy. * The competitive landscape influences OpenAI's strategic decisions. * OpenAI's market position is shaped by its unprecedented funding scale. Guest intro M.G. Siegler runs Spyglass, where he writes about technology, media, and related topics. He previously spent over a decade as a general partner at GV, leading more than fifty early-stage investments in technology startups. Before becoming an investor, he covered the tech and startup landscape as a reporter for TechCrunch and VentureBeat. The unique challenges of OpenAI's corporate governance * The tension between a CEO and CFO is common, but at OpenAI, it reflects unique challenges due to their ambitious plans. -- M.G. Siegler * I can't believe a CEO and a CFO are at odds... that happens in every company of course... but at OpenAI not a normal company famously things are always sort of to the extreme. -- M.G. Siegler * Understanding the dynamics of corporate governance is crucial for tech companies like OpenAI. * OpenAI's ambitious goals create unique challenges in its leadership dynamics. * The typical corporate tension at OpenAI is amplified by its ambitious plans. * Leadership dynamics at OpenAI may affect its financial strategy. * The unique context of OpenAI's goals influences its corporate governance. * OpenAI's leadership challenges reflect its ambitious plans and unique market position. The uncertain future of OpenAI and Anthropic's IPOs * I predict that neither OpenAI nor Anthropic will go public in 2026 due to various macroeconomic uncertainties. -- M.G. Siegler * Year I actually predict as one of my year-end predictions I predicted that neither OpenAI nor Anthropic will go public in 2026... -- M.G. Siegler * Macroeconomic uncertainties impact the IPO timelines of major AI companies. * The public market's reaction to OpenAI's potential IPO is uncertain. * You see just this massive massive burn how are public markets gonna react to that it's it's sort of unknown... -- M.G. Siegler * Financial health is crucial for public market perceptions of OpenAI's IPO. * OpenAI and Anthropic's IPO timelines are influenced by current market conditions. * The potential risks of OpenAI's IPO highlight the importance of financial health. The implications of OpenAI's slowing revenue growth * OpenAI's revenue growth is slowing, which complicates the narrative of exponential growth. -- M.G. Siegler * Friar said she wasn't sure whether OpenAI would need to pour so much money into obtaining AI servers in the coming years or whether its revenue growth which has been slowing would support the commitments revenue growth has been slowing. -- M.G. Siegler * Slowing revenue growth suggests OpenAI may not be on the exponential growth path it claims. * If the revenue growth is slowing it's harder to believe you're on an exponential and maybe that's the source of all this. -- M.G. Siegler * Revenue growth rates impact perceptions of a company's future potential. * Understanding OpenAI's financial pressures is crucial for its market positioning. * Slowing revenue growth complicates OpenAI's narrative of exponential growth. * OpenAI's growth trajectory has implications for future investments. The unprecedented scale of OpenAI's funding * OpenAI's recent funding round significantly surpasses other major funding events, indicating a unique financial position. -- M.G. Siegler * Hey we just raised this $122,000,000,000 round you know by far and away the largest round ever raised by far and away larger than any IPO you know including SpaceX upcoming rumored IPO you know would target a mere 70 or $80,000,000,000. -- M.G. Siegler * The unprecedented scale of OpenAI's funding highlights its unique market position. * Understanding the competitive landscape of funding rounds is crucial for tech companies. * OpenAI's recent funding round surpasses other major funding events. * The scale of OpenAI's funding is unprecedented in the tech industry. * OpenAI's market position is shaped by its unique financial position. * The competitive landscape influences OpenAI's funding strategies. Leadership dynamics and financial strategy at OpenAI * The absence of the CFO from financial meetings could indicate deeper issues within the company's leadership dynamics. -- M.G. Siegler * If you have financial meetings and the CFO isn't involved and you're specifically not including the CFO what does that suggest now it might suggest that who knows Sam Altman is is saying like look I'm trying to come up with all these new methods of financing... -- M.G. Siegler * Leadership dynamics at OpenAI may affect its financial strategy. * The absence of the CFO from financial meetings highlights potential leadership issues. * Understanding the internal dynamics of OpenAI's leadership team is crucial. * Leadership fractures at OpenAI have implications for its financial strategy. * The unique context of OpenAI's goals influences its leadership dynamics. * Financial strategy at OpenAI is shaped by its leadership dynamics. Questionable optics of OpenAI's funding rounds * The optics surrounding OpenAI's recent funding rounds are questionable and defensive. -- M.G. Siegler * It sort of felt very it felt like the most defensive way to to announce the biggest fundraising history... there's weird weird weird optics around this if you just take a step back around a lot going on in OpenAI. -- M.G. Siegler * The optics of OpenAI's recent funding rounds are questionable and defensive. * Understanding investor sentiment towards OpenAI is crucial for its funding strategies. * OpenAI's public relations strategy amidst significant funding raises concerns. * The competitive landscape influences OpenAI's funding optics. * OpenAI's funding rounds have questionable optics, indicating potential issues. * Investor sentiment towards OpenAI is shaped by its funding optics. Competitive pressures and strategic shifts at OpenAI
Dow Jones Top Company Headlines at 7 PM ET: Broadcom to Supply AI Chips to Google, Computing Capacity to Anthropic in Expanded Collaboration | Amazon ...
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From Military Triumph to Strategic Chaos: US Can't Overcome Iran
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Inside Anthropic's Radical Culture of Dissent, Where Staff Publicly Challenge CEO on Slack - Tekedia
At a time when many of the world's most valuable technology companies are tightening control as they scale, Anthropic appears to be moving in the opposite direction, building a culture in which employees are encouraged to publicly challenge even the chief executive. The unusually open internal structure was laid bare by Amol Avasare, the company's head of growth, who said staff are actively encouraged to "just argue with Dario," a reference to chief executive Dario Amodei, during an appearance on Lenny's Podcast released Sunday. Avasare described an internal Slack system that functions less like a traditional workplace messaging tool and more like an open newsroom or public research forum. Every employee, from engineers to senior executives, maintains a personal "notebook" channel visible across the company, allowing colleagues to follow projects, ideas, and disagreements in real time. "You can go and join the Slack channel, the notebook channels of people on research, and all these other areas, and you can learn whatever you want," Avasare said. He added that employees are encouraged to directly challenge leadership in those channels, including the CEO himself. In one example, Avasare recounted how an employee who took issue with a remark Amodei made during an all-hands meeting went straight to the CEO's public Slack notebook to register the complaint. "The person goes onto Dario's notebook channel and just says: 'Hey, I didn't appreciate how you said this or that.' And then it sparked a whole big debate," he said. "It's encouraged to go to leadership and disagree with them, challenge them publicly, and I think that just leads to a level of trust." The comments offer a revealing look inside one of the fastest-scaling companies in the artificial intelligence race. Anthropic's growth has been extraordinary even by Silicon Valley standards. According to details shared on the same podcast, the company's annual recurring revenue surged from about $1 billion to more than $19 billion in just 14 months, underlining the breakneck commercial adoption of its Claude models and enterprise AI tools. That commercial momentum has been matched by investor appetite. In February, the company announced a $30 billion Series G funding round led by GIC and Coatue, pushing its valuation to roughly $380 billion and cementing its position among the world's most valuable private technology firms. What makes Anthropic's internal culture particularly notable is the tension between hypergrowth and openness. Companies at this valuation level typically become more layered, more process-driven, and more risk-averse. Anthropic, at least by Avasare's account, is trying to preserve the intellectual friction more commonly associated with academic labs and early-stage startups. Anthropic was founded by former OpenAI researchers and has long positioned itself as a research-first company focused on AI safety and model alignment. In such environments, institutional disagreement is often seen as a safeguard rather than a threat. It is believed that encouraging staff to contest assumptions, especially those coming from the top, can help reduce blind spots in research, product design, and governance. The approach also mirrors a broader shift among elite technology firms that increasingly view flattened hierarchies as a competitive advantage. Leaders such as Brian Chesky at Airbnb and Elon Musk at Tesla have previously championed direct communication channels that bypass traditional reporting lines. Musk famously wrote to employees that communication should travel "via the shortest path necessary to get the job done, not through the chain of command." But in an industry where product cycles are measured in weeks, and strategic missteps can alter market leadership, a culture that surfaces dissent early may be as much a business tool as a management philosophy. The deeper question is whether such openness can survive scale. As headcount expands and commercial pressures intensify, preserving a culture of visible internal debate becomes harder. Yet if Anthropic succeeds, many believe it may offer a model for how frontier AI firms can remain intellectually agile even as they become corporate giants.
Anthropic taps Google and Broadcom for yet more AI chips as revenue run rate tops $30B - SiliconANGLE
Anthropic taps Google and Broadcom for yet more AI chips as revenue run rate tops $30B Anthropic PBC said today its annual revenue run rate has now exceeded $30 billion, up from just $9 billion at the end of last year, after confirming an expanded partnership with Google LLC and Broadcom Inc. to power its artificial intelligence models. The company said it has seen accelerating demand for its Claude services this year. Now, more than 1,000 business customers are spending at least $1 million on its AI tools each year, up from just 500 at the end of February. The acceleration suggests that Anthropic's growth has not been stymied as much as feared by its ongoing dispute with the U.S. government. The company is currently caught up in a legal battle with the White House after military chiefs at the Pentagon decided to classify it as a "supply chain risk" following a standoff over its safety guardrails. Anthropic has previously said that the designation could see it lose billions of dollars in revenue from enterprise customers that do business with the U.S. military. Last week, it told a San Francisco judge that the government's decision prompted more than 100 businesses to contact it to express doubt over their ability to continue working with it. However, Anthropic Chief Commercial Officer Paul Smith last week told Bloomberg in an interview that some customers respected that the company "demonstrates its principles," despite the blow to its revenue. In any case, Anthropic appears confident that it's going to continue growing its business and require more computing resources in future. The expanded partnership with Google and Broadcom may also suggest that it's confident the dispute will ultimately be resolved. In a blog post today, Anthropic said the agreement will ensure it has the "capacity necessary to serve the remarkable growth we have seen in our customer base." Broadcom is the primary developer of Google's tensor processing units or TPUs, which are an alternative processor technology to Nvidia Corp.'s graphics processing units that are more efficient at inference workloads. Broadcom has a multiyear deal with Google to manufacture the TPUs on its behalf that runs until 2031, according to a regulatory filing published on Monday. Their collaboration with Anthropic will provide the AI startup with access to around 3.5 gigawatts of computing power, starting in 2027. "The consumption of such expanded AI compute capacity by Anthropic is dependent on Anthropic's continued commercial success," Broadcom said. "In connection with this deployment, the parties are in discussions with certain operational and financial partners." The news sent Broadcom's stock up more than 3.5% in late trading on Monday after it was announced. The chipmaker's chief executive officer Hock Tan discussed the partnership with Anthropic last month during an earnings call, where he also revealed that he expects AI chip sales to generate more than $100 billion in revenue next year. Google originally developed its TPUs to power Google Search, but soon realized that they're extremely effective at running AI software, enabling it to provide customers with an alternative to Nvidia's GPUs.
Clipper chaos coming with snow, freezing rain and lightning possible
In a flurry of rapidly changing forecasts for Saskatchewan on Monday, Environment Canada says a late season Alberta Clipper is set to bring unpredictable weather from Tuesday morning and lasting into Wednesday. The weather agency said the storm will impact central and Southern Saskatchewan, adding that it would also bring "considerable uncertainty" about exactly what the Clipper will deliver. Weather statements said areas along and near the Yellowhead Highway have temperatures near the freezing mark, so it was hard to predict how much snow would accumulate or if it would melt on contact with the ground. Snowfall warnings of up to 20 cm were issued for parts of central Saskatchewan like Humboldt, with 5 to 10 cm of snow expected in Saskatoon and Prince Albert, but Regina and Moose Jaw are forecast to escape the worst of it, with Environment Canada saying rain showers on Tuesday would change to light snow near midnight. Places on the southern edge of areas where snowfall warnings were issued would see wet snow with less accumulation, Environment Canada said, and the storm would also bring a risk of brief freezing rain in this area on Tuesday into Tuesday night. For areas south of the Yellowhead and Trans-Canada highways, the storm would bring rain and even a few lightning strikes could occur, Environment Canada said. The weather agency also added a disclaimer that there is a possibility that snowfall warnings would be expanded southward as the system approaches.
Australia's quiet lifeline amid supply chaos as Indonesia says it will keep sending fertiliser and urea
Indonesia has vowed to keep supplying Australia with fertiliser and urea amid a critical global shortage threatening winter crops due to the war in the Middle East. Rahmad Pribadi, the head of Indonesia's state-owned fertiliser manufacturer, reportedly had a discussion last week with Australia's ambassador in Jakarta, Rod Brazier, and told him the supply of the crucial materials would continue. "Food security is a shared responsibility because of our intertwined and interconnected value chain," Mr Pribadi told The Australian. Usually, Australia sources roughly two-thirds of its fertiliser and urea from Middle East supplies like Saudi Arabia, Qatar and the United Arab Emirates. But the effective closure of the Strait of Hormuz since the Iran war began in late February has cut that supply off, just as it has deprived the world of 20 per cent of oil shipping. Indonesia is a major player in the global fertiliser industry and previously came to Australia's rescue with an emergency shipment during Covid, when exports from China, then our main supplier, were restricted. "It is in Indonesia's interests for Australia to remain a strong agricultural producer and exporter because Indonesia is also dependent on Australia for certain commodities. We are very connected," Mr Pribadi said. Indonesia gets most of its wheat and meat from Australia, which is also a key sugar supplier to the Southeast Asian country. "We discussed ways for Pupuk Indonesia to ease the supply tightness of urea for Australian farmers," the official said of his conversation with Mr Brazier. "I said Australia is one of our key markets and also a friendly state. In times like these, we need friends. "We definitely know in the next two months Australia will be in need of fertiliser for wheat planting. I am very sure certain quantities of fertiliser will go to Australia." The chief executive said Indonesia was committed to acting as a "stabiliser" to friendly countries and not letting speculators take control. "We would like to make clear, not just to Australia but to the world, that we will be a reliable supplier and not let fertiliser be used as a political tool." Mr Pribadi added that Indonesia only had 1.5 million to 2 million tonnes of fertiliser and urea to export, so it had to be more "selective". For context, Australia consumed 8.7 million tonnes of fertiliser in 2024, with imports accounting for 7.9 million tonnes. Manufacturing urea requires large amounts of natural gas, of which Australia has plenty, but domestic gas prices have often made urea more expensive to produce locally compared to importing, leading to the closure of plants. Urea shortage threatens winter crops Mr Pribadi's assurances come after farmers warned Australia's food production could be "halved" within months as they battle with soaring fuel and fertiliser costs. The lack of supply means farmers are having to make a gamble and plant in the current window, not knowing whether there will be enough urea to see their crops through. Seeds are typically sown with a compound phosphate-based fertiliser to build a strong root base and then, after coming out of the ground at four to five weeks, are refertilised 'in-crop' with urea -- the most crucial step as it boosts yield and determines whether the entire crop is profitable. National Farmers' Federation president Hamish McIntyre said last month, "we believe we have enough urea on ships and in Australia to secure this winter crop". "What we don't have is enough to apply in-crop and get set up for summer crops," he said. "If we can't get our in-crop requirements after May, the winter crop in Australia could be halved."
Broadcom to Supply AI Chips to Google, Computing Capacity to Anthropic in Expanded Collaboration
Broadcom will develop and supply custom AI chips for Google and computing capacity to Anthropic, expanding their collaboration. Broadcom AVGO -0.04%decrease; red down pointing triangle will develop and supply custom artificial-intelligence chips for Google and additional computing capacity to Anthropic in an expansion of the strategic collaboration between the three companies. The chip manufacturer said Monday it will supply Google with custom Tensor Processing Units, along with networking and other components for Google's next-generation AI data center racks through up to 2031 as part of a supply assurance agreement. Anthropic will access about 3.5 gigawatts of TPU-based computing capacity beginning in 2027 as part of its commitment for multiple gigawatts of compute capacity, Broadcom said. The expanded compute capacity is "dependent on Anthropic's continued commercial success," Broadcom said. "In connection with this deployment, the parties are in discussions with certain operational and financial partners," Broadcom added. Broadcom's agreement to supply chips to Google comes as the latter company is looking to expand the market for its TPUs, The Wall Street Journal has reported.
