News & Updates

The latest news and updates from companies in the WLTH portfolio.

Anthropic, Amazon links tighten: Anthropic to spend $100 billion over 10 years on AWS capacity

Amazon will invest $5 billion in Anthropic now and up to an additional $20 billion in the future as the Claude model provider plans to secure up to 5 gigawatts of Amazon Web Services capacity for training and deploying its models. Anthropic said it will use AWS Trainium2 capacity coming online in the first half of 2026 and nearly 1GW of Trainium2 and Trainium3 capacity by the end of the year. For AWS, Anthropic is a key customer to illustrate that its custom chips can train models. Anthropic and AWS launched Project Rainier, a massive compute cluster to train Claude on more than 1 million Trainium2 chips. Anthropic added that it has committed more than $100 billion over the next 10 years for AWS services. Anthropic's spend covers AWS Graviton and Trainium2 through Trainium4. While the Amazon-Anthropic partnership is notable, Anthropic is also tight with Google Cloud and leverages its TPUs. With Google Cloud Next kicking off this week, it's possible that there will be more Anthropic news on deck. It's unclear how much of Anthropic Amazon owns with the new stake. Based on analysts and media reports, Amazon likely owns a mid-teens percentage stake with a floor of about 8%. Google's stake in Anthropic is similar. Both hyperscale cloud providers drive revenue growth via Anthropic and participate in upside as the LLM provider grows. Anthropic has pursued a chip agnostic approach and runs on all three hyperscalers. Anthropic needs the compute as its annual run rate revenue has topped $30 billion and the company is straining to meet demand. Andy Jassy, CEO of Amazon, has touted AWS efforts for custom AI chips. "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," said Jassy. Dario Amodei, CEO of Anthropic, said the deepened relationship with Amazon will help it scale. AWS' reach also has made Anthropic an enterprise staple.

Anthropic
Constellation Research Inc.2d ago
Read update
Anthropic, Amazon links tighten: Anthropic to spend $100 billion over 10 years on AWS capacity

Musk Acquires $1.4B Worth of SpaceX Shares Before Planned IPO - Blockonomi

The company intends to implement a two-tier voting structure where insider shares carry 10 votes compared to single votes for public shareholders Elon Musk expanded his ownership position in SpaceX throughout the past year by acquiring $1.4 billion in company shares from both active and former staff members. This transaction was executed through his personal trust, as reported by The Information following their review of SpaceX's confidential IPO filing documents. Reuters was unable to confirm the details independently. SpaceX has not provided any response to requests for commentary. This secondary market deal demonstrates Musk's strategy to strengthen his equity position before a possible public market debut. The aerospace company submitted a confidential application for a U.S. stock exchange listing during March. The organization posted impressive financial results. SpaceX recorded approximately $8 billion in earnings last year with total revenue falling between $15 billion and $16 billion, as Reuters disclosed in January. In addition to the stock acquisition, SpaceX's governing board greenlit a distinct incentive arrangement last month. This framework could grant Musk an additional 60 million shares. The equity allocation would depend on two key criteria. Primarily, SpaceX's overall valuation must climb from its present $1.1 trillion assessment to potentially $6.6 trillion. The equity would become available gradually as the organization's valuation increases through $500 billion intervals. This mechanism means Musk would gain access to segments of the compensation at successive benchmarks. The additional requirement mandates that SpaceX successfully execute its strategy to establish orbital data processing facilities. These installations would deliver computational resources for artificial intelligence companies. SpaceX has not officially released information regarding the schedule or financial requirements of this orbital computing infrastructure initiative. The Information's coverage characterizes the proposal as highly ambitious. SpaceX plans to adopt a dual-tier share classification for its public offering. Class B equity, owned by Musk alongside a select group of company insiders, would provide 10 votes per share. Class A equity available to general market participants would grant only one vote per share. This arrangement ensures that strategic decision authority remains with Musk and other core stakeholders following the transition to public ownership. Dual-tier voting frameworks are frequently implemented by technology firms during public listings. These structures enable company founders to preserve operational control while accessing external investment capital. SpaceX has not announced a specific timeline for its public market debut. The confidential submission in March represented the initial formal action toward a prospective listing. The proposed compensation framework, if finalized, would rank among the most substantial executive pay packages in corporate history. It resembles a comparable incentive program Musk previously pursued at Tesla, which encountered extended legal disputes. SpaceX's existing $1.1 trillion valuation positions it among the world's most highly valued privately-held enterprises.

SpaceX
Blockonomi2d ago
Read update
Musk Acquires $1.4B Worth of SpaceX Shares Before Planned IPO - Blockonomi

Trump says Anthropic is 'shaping up,' open to deal with Pentagon

WASHINGTON, April 21 (Reuters) - U.S. President Donald Trump on Tuesday told CNBC that AI giant Anthropic was "shaping up" in the eyes of his administration and he was open to a deal to allow the firm to resume contracting with defense officials. Trump in February directed federal agencies to ⁠blacklist Anthropic from procurement projects, alleging its new "Mythos" system was a ⁠supply chain risk. The company disputes that characterization and filed suit against the Defense Department in March over the determination. Anthropic CEO Dario Amodei met with White House officials last week to attempt to repair the relationship. The White House called the meeting productive and constructive. "They came to the White House a few days ago, and we had some very good talks with them," Trump told CNBC's "Squawk Box" on Tuesday. "And I think they're shaping up. They're very smart, and I think they can be of great use. I like smart people." (Reporting by Jacob Bogage;Editing by David Ljunggren)

Anthropic
Yahoo News2d ago
Read update
Trump says Anthropic is 'shaping up,' open to deal with Pentagon

SEALSQ Advances Post-Quantum Cryptography (PQC) in Silicon to Counter AI-Driven Threats Following Anthropic's Mythos Breakthrough | Taiwan News | Apr. 21, 2026 21:15

Geneva, Switzerland, April 21, 2026 (GLOBE NEWSWIRE) -- SEALSQ Corp (NASDAQ: LAES) ("SEALSQ" or "Company"), a company that focuses on developing and selling Semiconductors, PKI, and Post-Quantum technology hardware and software products, today provides an update to its previous communication on the evolving intersection of artificial intelligence and quantum-era cybersecurity risks, highlighting how recent breakthroughs in AI are reinforcing the urgent need for Post-Quantum Cryptography (PQC) and other secure algorithms to be embedded directly into semiconductor infrastructure. Since Anthropic unveiled Claude Mythos Preview on April 7, 2026, the model has drawn significant attention in cybersecurity for its advanced capabilities in coding, reasoning, and vulnerability discovery. In response to the risks, Anthropic has restricted access to Mythos and launched "Project Glasswing," a cross-industry initiative to secure critical software. Mythos significantly outperforms previous models, uncovering serious long-standing flaws in widely used software. As AI agents become fully autonomous cybersecurity actors, they accelerate both offensive and defensive operations, systematically exploring attack paths and using sophisticated evasion techniques. This evolution also amplifies the quantum threat by enabling faster identification of cryptographic weaknesses and shortening the effective lifespan of classical encryption through "harvest now, decrypt later" strategies. In this new environment, software-based security alone is no longer sufficient. SEALSQ emphasizes that the most effective long-term mitigation is the integration of Post-Quantum Cryptography and other secure algorithms directly into silicon. By embedding PQC into secure microcontrollers and semiconductor components, cryptographic operations are executed within tamper-resistant hardware environments, creating an immutable root of trust that cannot be altered, bypassed, or extracted -- even by AI-driven attacks. This hardware-based approach fundamentally reduces the attack surface by mitigating vulnerabilities linked to software layers and misconfigurations. It ensures that cryptographic keys are generated, stored, and used entirely within secure environments, protecting from unauthorized access or exfiltration. As a result, even highly autonomous AI agents would be unable to escalate privileges or compromise protected systems. While no system can claim absolute theoretical immunity, embedding PQC in silicon raises the barrier to attack to a level that is practically unfeasible. Unlike software defenses, which can be continuously probed and exploited by AI, hardware-enforced cryptographic protections are inherently resistant to observation, manipulation, and iterative attack strategies. The convergence of advanced AI and emerging quantum computing capabilities is creating a new cybersecurity reality where hardware-rooted, quantum-resilient infrastructures can provide sustainable protection. SEALSQ remains at the forefront of this transformation, developing next-generation semiconductors designed to secure digital ecosystems against both AI-driven cyber threats and future quantum attacks. About SEALSQ: SEALSQ is a leading innovator in Post-Quantum Technology hardware and software solutions. Our technology seamlessly integrates Semiconductors, PKI (Public Key Infrastructure), and Provisioning Services, with a strategic emphasis on developing state-of-the-art Quantum Resistant Cryptography and Semiconductors designed to address the urgent security challenges posed by quantum computing. As quantum computers advance, traditional cryptographic methods like RSA and Elliptic Curve Cryptography (ECC) are increasingly vulnerable. SEALSQ is pioneering the development of Post-Quantum Semiconductors that provide robust, future-proof protection for sensitive data across a wide range of applications, including Multi-Factor Authentication tokens, Smart Energy, Medical and Healthcare Systems, Defense, IT Network Infrastructure, Automotive, and Industrial Automation and Control Systems. By embedding Post-Quantum Cryptography into our semiconductor solutions, SEALSQ ensures that organizations stay protected against quantum threats. Our products are engineered to safeguard critical systems, enhancing resilience and security across diverse industries. For more information on our Post-Quantum Semiconductors and security solutions, please visit www.sealsq.com. Forward-Looking Statements This communication expressly or implicitly contains certain forward-looking statements concerning SEALSQ Corp and its businesses. Forward-looking statements include statements regarding our business strategy, financial performance, results of operations, market data, events or developments that we expect or anticipate will occur in the future, as well as any other statements which are not historical facts. Although we believe that the expectations reflected in such forward-looking statements are reasonable, no assurance can be given that such expectations will prove to have been correct. These statements involve known and unknown risks and are based upon a number of assumptions and estimates which are inherently subject to significant uncertainties and contingencies, many of which are beyond our control. Actual results may differ materially from those expressed or implied by such forward-looking statements. Important factors that, in our view, could cause actual results to differ materially from those discussed in the forward-looking statements include SEALSQ's ability to continue beneficial transactions with material parties, including a limited number of significant customers; market demand and semiconductor industry conditions; and the risks discussed in SEALSQ's filings with the SEC. Risks and uncertainties are further described in reports filed by SEALSQ with the SEC. SEALSQ Corp is providing this communication as of this date and does not undertake to update any forward-looking statements contained herein as a result of new information, future events or otherwise. SEALSQ Corp. Carlos Moreira Chairman & CEO Tel: +41 22 594 3000 [email protected]SEALSQ Investor Relations (US) The Equity Group Inc. Lena Cati Tel: +1 212 836-9611 [email protected]

Anthropic
Taiwan News2d ago
Read update
SEALSQ Advances Post-Quantum Cryptography (PQC) in Silicon to Counter AI-Driven Threats Following Anthropic's Mythos Breakthrough | Taiwan News | Apr. 21, 2026 21:15

Trump Signals Potential Reconciliation with AI Giant Anthropic | Technology

President Donald Trump mentioned that AI giant Anthropic might soon be back in the government's good graces, after expressing the administration's openness to allowing them to resume defense contracts. Previously blacklisted, Anthropic is now seeking to mend fences after a recent productive meeting at the White House. U.S. President Donald Trump, in a statement to CNBC, hinted at a possible reconciliation with AI company Anthropic, which was previously barred from federal contracts. The administration is now open to permitting Anthropic to resume defense-related work, contingent on future negotiations. Previously, Trump had accused Anthropic's system, 'Mythos', of posing a supply chain threat, leading to its blacklisting in February. The company, disputing these claims, sued the Department of Defense in March. A recent meeting between Anthropic CEO Dario Amodei and White House officials was described as productive, signaling a potential thaw. On CNBC's "Squawk Box", Trump emphasized the progress made, commending Anthropic's intelligence and potential usefulness, indicating a possible shift in their standing with the administration.

Anthropic
Devdiscourse2d ago
Read update
Trump Signals Potential Reconciliation with AI Giant Anthropic | Technology

Trump says his administration had "some very good talks" with Anthropic during a WH meeting last week and "it's possible" there will be a deal with DOD

Andrew Curran / @andrewcurran_: 'Our run-rate revenue has now surpassed $30 billion, up from approximately $9 billion at the end of 2025. ' [image] NEED MORE COMPUTE "...This encompasses current and future generations of Trainium (Amazon's custom silicon) and tens of millions of Graviton cores (Amazon's widely-adopted CPU chip) to provide superior price performance. Anthropic will secure up to 5 gigawatts (GW) of capacity to train and power their advanced AI models, including significant Trainium3 capacity expected to come online this year."

Anthropic
Techmeme2d ago
Read update
Trump says his administration had "some very good talks" with Anthropic during a WH meeting last week and "it's possible" there will be a deal with DOD

SEALSQ Advances Post-Quantum Cryptography (PQC) in Silicon to Counter AI-Driven Threats Following Anthropic's Mythos Breakthrough

SEALSQ Corp (NASDAQ: LAES) ("SEALSQ" or "Company"), a company that focuses on developing and selling Semiconductors, PKI, and Post-Quantum technology hardware and software products, today provides an update to its previous communication on the evolving intersection of artificial intelligence and quantum-era cybersecurity risks, highlighting how recent breakthroughs in AI are reinforcing the urgent need for Post-Quantum Cryptography (PQC) and other secure algorithms to be embedded directly into semiconductor infrastructure.

Anthropic
Weekly Voice2d ago
Read update
SEALSQ Advances Post-Quantum Cryptography (PQC) in Silicon to Counter AI-Driven Threats Following Anthropic's Mythos Breakthrough

Trump says Anthropic is 'shaping up,' open to deal with Pentagon

WASHINGTON, April 21 (Reuters) - U.S. President Donald Trump on Tuesday told CNBC that AI giant Anthropic was "shaping up" in the eyes of his administration and he was open to a deal to allow the firm to resume contracting with defense officials. Trump in February directed federal agencies to blacklist Anthropic from procurement projects, alleging its new "Mythos" system was a supply chain risk. The company disputes that characterization and filed suit against the Defense Department in March over the determination. Anthropic CEO Dario Amodei met with White House officials last week to attempt to repair the relationship. The White House called the meeting productive and constructive. "They came to the White House a few days ago, and we had some very good talks with them," Trump told CNBC's "Squawk Box" on Tuesday. "And I think they're shaping up. They're very smart, and I think they can be of great use. I like smart people." (Reporting by Jacob Bogage;Editing by David Ljunggren)

Anthropic
Market Screener2d ago
Read update
Trump says Anthropic is 'shaping up,' open to deal with Pentagon

Ryanair threatens to axe all flights to holiday hotspot as EU checks spark chaos

There may be a halt in flights to Malta if the situation improves (stock)(Image: Mondadori Portfolio via Getty Images) Ryanair has indicated that all flights to Malta might be scrapped as bosses say that "Europe is utterly unprepared" for the recently implemented EU Entry/Exit System (EES). Recent reports found that passengers were left stranded on the tarmac for nearly 20 minutes because of the queues forming at Malta International Airport, where new biometric checks are required. David O'Brien, one of Ryanair's executive officers and the CEO of Malta Air, said: "If we find ourselves with significant congestion and delay, we'd have to redirect capacity away from Malta to other destinations and that's not something we'd like to do." Malta is just one of the destinations in Europe which has brought in the EES checks. O'Brien added that "Europe is utterly unprepared in a general sense" and that while the airline has not yet experienced significant delays at Malta Airport, it is concerned about the upcoming summertime period. Alan Borg, CEO of Malta International Airport told The Times of Malta: "We are working hand in hand with the Malta Police Force to make sure we can do everything possible to support them in this important initiative. "It is what it is. We need to find ways to improve the processing time over the summer period." Malta is hugely popular with Brits as a holiday destination. Last year, Ryanair carried more than half of total passengers to Malta and of those travelling to the country - with the UK being the biggest market. Delays have also been reported at Brussels, Lisbon and Prague airports. Greece has even decided to halt the system completely. On April 18, a statement from the Greek Embassy announced that Brits are "exempt" from biometrics at all Greek border crossing points. Eleni Skarveli, the director of the Greek National Tourism Organisation in the UK, said: "The exemption of British passport holders from biometric registration at Greek border crossing points, effective from 10 April 2026, is expected to significantly reduce waiting times and ease congestion at airports. "UK travellers will no longer need to undergo additional EES biometric procedures, ensuring a smoother and more efficient arrival experience in Greece."

CHAOS
Daily Star2d ago
Read update
Ryanair threatens to axe all flights to holiday hotspot as EU checks spark chaos

Trump says Anthropic is 'shaping up,' open to deal with Pentagon

WASHINGTON, April 21 - U.S. President Donald Trump on Tuesday told CNBC that AI giant Anthropic was "shaping up" in the eyes of his administration and he was open to a deal to allow the firm to resume contracting with defense officials. Trump in February directed federal agencies to blacklist Anthropic from procurement projects, alleging its new "Mythos" system was a supply chain risk. The company disputes that characterization and filed suit against the Defense Department in March over the determination. Anthropic CEO Dario Amodei met with White House officials last week to attempt to repair the relationship. The White House called the meeting productive and constructive. "They came to the White House a few days ago, and we had some very good talks with them," Trump told CNBC's "Squawk Box" on Tuesday. "And I think they're shaping up. They're very smart, and I think they can be of great use. I like smart people." REUTERS

Anthropic
The Straits Times2d ago
Read update
Trump says Anthropic is 'shaping up,' open to deal with Pentagon

Climate Cooperation Key To Countering Global Heating, Fossil-Fuel Cost Chaos, Says UN Climate Chief

Climate Cooperation Key To Countering Global Heating, Fossil-Fuel Cost Chaos, Says UN Climate ChiefFeatured, GeneralBy adminApril 21, 202624Share: BERLIN, April 21 (Bernama-Xinhua) -- UN Climate Change Executive Secretary Simon Stiell said on Tuesday that the world is facing the threat of fossil-fuel-driven stagflation and that climate cooperation is key to fending off the twin crises of global heating and fossil-fuel cost chaos, Xinhua reported. Speaking at the opening of the Petersberg Climate Dialogue, Stiell said the latest war in the Middle East has "further locked-in much higher fossil fuel costs for months and likely years to come, delivering a gut-punch to every nation and billions of households." He warned that fossil-fuel-driven stagflation "is now stalking economies -- driving up prices, driving down growth, pushing budgets deeper into quagmires of debt, and stripping away governments' policy options and autonomy." "The need to accelerate action has never been clearer," he added. Stiell said negotiations remain a critical tool and have delivered landmark commitments, including those made at the first global stocktake at COP28. "Now, in this era of implementation, we must turn them into projects on the ground," he said, so that by the second global stocktake at COP33, countries will be on track to meet those commitments. He also noted the importance of clean energy, saying that it offers security and affordability while returning sovereignty to nations and their peoples. On implementation, he said the Action Agenda, "this crucial fast-lane of the Paris Agreement," has mobilised trillions of dollars within the real economy and pushed the clean energy transition to a point where it "is now irreversible." Stiell called for elevating the Action Agenda to share centre stage with negotiations to help harness and accelerate real-economy momentum and deliver on National Adaptation Plans and Nationally Determined Contributions. He also urged that the full power of the Action Agenda be unleashed worldwide, with "coalitions of the willing" leading the way, governments driving progress and encouraging investment between COPs, and far more finance flowing into developing countries. "That means looking to where the urgency is greatest, and our impact can be strongest and fastest," he said, pointing to areas such as grid modernisation, methane reduction, early warning systems, sustainable cities, climate-resilient food supplies and cutting waste. -BERNAMA-XINHUA

CHAOS
Asianewstoday2d ago
Read update
Climate Cooperation Key To Countering Global Heating, Fossil-Fuel Cost Chaos, Says UN Climate Chief

SpaceX to reportedly grant Musk super-voting shares after IPO By Investing.com

Investing.com -- SpaceX plans to grant founder Elon Musk and a small group of insiders super-voting shares that will outweigh other investors following its initial public offering, according to a report from Reuters news The prospectus, which was confidentially filed this month, provides details of the company's financials and corporate governance. The report said that the filing excerpts show SpaceX will use a dual-class equity structure that gives Class B shareholders 10 votes each, concentrating power with Musk and a handful of other insiders, while Class A shares sold to public investors will carry one vote each. After completion of the offering, Musk will remain as chief executive officer, chief technical officer, and will serve as chairman of SpaceX's nine-member board of directors. Musk was paid $54,080 last year, according to the excerpts, but stands to gain billions in equity after the company's stock market debut, the report said citing excerpts of the company's IPO filing reviewed by Reuters. SpaceX is targeting a listing valuation of roughly $1.75 trillion with a $75 billion raise, which would make it the largest initial public offering in history. President and Chief Operating Officer Gwynne Shotwell received $85.8 million in total compensation last year, while Chief Financial Officer Bret Johnsen was paid $9.8 million. The excerpts also outline provisions that could limit shareholders' ability to influence board elections or pursue certain legal claims, forcing disputes into arbitration and restricting where they can be brought. This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

SpaceX
Investing.com Nigeria2d ago
Read update
SpaceX to reportedly grant Musk super-voting shares after IPO By Investing.com

As SpaceX Moves Toward a Record-Setting IPO, The Non-SpaceX Space Infrastructure Stack Is Being Repriced

Issued on behalf of Starfighters Space, Inc. Cape Canaveral is the geography at the center of both sides of that question. It is where SpaceX's Falcon fleet launches from, where Blue Origin's New Glenn delivered AST SpaceMobile's BlueBird 7 satellite on April 19, 2026, [3] and where one of the more unusual players in the sector operates a fleet of modified supersonic aircraft out of NASA's Kennedy Space Center. Starfighters Space: 10-K Filed, Partnership Momentum, MACH 2+ Positioning The Blackstar Orbital Expansion: Scope Now Covers Integration, Telemetry, Safety, and Range Planning The SpaceX IPO as a Category Repricing Event The Peer Set: Four US-Listed Names Being Repriced Around the SpaceX IPO A non-exhaustive look at four US-listed space and defense names advancing distinct parts of the non-SpaceX space infrastructure stack: AST SpaceMobile, Inc. (NASDAQ:ASTS) Intuitive Machines, Inc. (NASDAQ:LUNR) Redwire Corporation (NYSE:RDW) Kratos Defense & Security Solutions, Inc. (NASDAQ:KTOS) Why This Matters for Starfighters Three facts, put next to each other, frame the Starfighters setup: [1] [4] [5] The Setup Starfighters' answer, as of April 2026, is MACH 2+, Cape Canaveral, and a widening partnership stack. For more information on Starfighters Space, Inc. (NYSE:FJET), visit USANewsGroup.com. Article Source: https://usanewsgroup.com/fjet-profile/ CONTACT: Equity Insider [email protected] (604) 265-2873 DISCLAIMER: Sources: [1] Techi, "SpaceX IPO 2026: $1.75T Valuation, SEC Filing & How to Invest 2026," April 2026, citing Bloomberg, TechCrunch, The Wall Street Journal, and CNBC reporting on SpaceX's confidential S-1 filing with the SEC on April 1, 2026. https://www.techi.com/spacex-ipo/ [2] Morningstar, "Does SpaceX's Sky-High Valuation Make Sense?" March 2026. https://www.morningstar.com/stocks/does-spacexs-sky-high-valuation-make-sense [3] AST SpaceMobile, Inc., "Next-Generation BlueBird," corporate disclosure of BlueBird 7 launch on April 19, 2026 from Cape Canaveral aboard Blue Origin's New Glenn rocket. https://ast-science.com/next-gen-bluebird/ [4] Starfighters Space, Inc., "Starfighters Space, Inc. files Fiscal 2025 Annual Report," Business Wire, April 16, 2026. https://www.businesswire.com/news/home/20260415109795/en/ [5] Starfighters Space, Inc., "Starfighters Space and Blackstar Orbital Expand Technical Interchange," Business Wire, April 15, 2026. https://www.businesswire.com/news/home/20260415315332/en/ [6] AST SpaceMobile, Inc. corporate disclosures on Q4 2025 results and BlueBird constellation deployment, April 2026. https://investors.ast-science.com/press-releases [7] Intuitive Machines, Inc., IM-5 NASA CLPS contract announcement and corporate disclosures regarding Lanteris Space Systems acquisition, April 2026. https://www.intuitivemachines.com/news Logo - https://mma.prnewswire.com/media/2840019/5927006/Equity_Insider_Logo.jpg SOURCE Equity Insider Market News and Data brought to you by Benzinga APIs To add Benzinga News as your preferred source on Google, click here.

SpaceX
Benzinga2d ago
Read update
As SpaceX Moves Toward a Record-Setting IPO, The Non-SpaceX Space Infrastructure Stack Is Being Repriced

Cloud platform Vercel says company breached through third-party AI tool

A cloud platform popular among developers announced a cyberattack this weekend that was traced back to a third-party AI tool installed on an employee's device. On Sunday, a hacker claimed to have internal databases and access to multiple employee accounts at Vercel. The hacker floated ideas of cascading global supply chain attacks through several important libraries owned by Vercel, including one that was already tangentially involved in another cyber incident in December. Vercel released a statement acknowledging a breach and warning a "limited subset of customers" that their Vercel credentials were compromised. The company has reached out to the affected customers and told them to rotate their credentials immediately. Vercel is still investigating to see if there are more customers impacted. The company said it traced the incident back to the compromise of Context.ai, a third-party AI tool used by a Vercel employee. "The attacker used that access to take over the employee's Vercel Google Workspace account, which enabled them to gain access to some Vercel environments and environment variables that were not marked as 'sensitive,'" Vercel explained. "Environment variables marked as 'sensitive' in Vercel are stored in a manner that prevents them from being read, and we currently do not have evidence that those values were accessed." Mandiant has been hired to assist with the investigation and law enforcement is now involved. Vercel claimed the attacker is "highly sophisticated based on their operational velocity and detailed understanding of Vercel's systems." Vercel warned that deleting Vercel projects or accounts is not enough to eliminate potential customer risk. The company said compromised secrets "may still provide access to production systems, so you must rotate them before deleting your projects or account." March incident Context.ai released its own response, explaining that their tool was meant to help people use AI agents to build presentations and spreadsheets. One feature was a browser extension that allowed the AI agent to "perform actions across their external applications." In March, Context.ai said it discovered and stopped a cyberattack involving unauthorized access to their AWS environment. The company hired CrowdStrike to investigate the attack and "informed a customer we identified as impacted." "Recently, based on information provided by Vercel and additional internal investigation, we learned that, during the incident last month, the unauthorized actor also likely compromised OAuth tokens for some of our consumer users," the AI company said. "We also learned that the unauthorized actor appears to have used a compromised OAuth token to access Vercel's Google Workspace." The impacted Vercel employee signed up for the Context.ai suite using their work account. Context.ai barbed that Vercel's internal authorization configurations "appear to have allowed this action to grant these broad permissions in Vercel's enterprise Google Workspace." Context.ai says it contacted other customers when informed of how Vercel was breached. Multiple cybersecurity research companies traced the breaches back to an infostealer infection on February 17 allegedly involving the device of a Context.ai employee. Cybersecurity firm Hudson Rock said logs show the employee was searching for Roblox game exploits, which are often laden with malware and infostealers specifically. Cequence Security CISO Randolph Barr said Vercel has a massive footprint in the developer community, particularly for modern web apps and workflows. "The bigger concern is the exposure of environment variables and tokens, which can open doors to follow-on access if teams don't move quickly to lock things down," he said. The hackers allegedly behind the incident claimed to be part of ShinyHunters, a noted cybercriminal organization behind several recent attacks. The group used its communications channels to deny its involvement in the Vercel breach. The hacker demanded a $2 million ransom. Vercel did not respond to requests for comment. Vercel CEO Guillermo Rauch said he believed the attackers were "significantly accelerated by AI" because they "moved with surprising velocity and in-depth understanding of Vercel." He urged all customers to rotate their credentials and monitor access to their Vercel environments and linked services.

Vercel
therecord.media2d ago
Read update
Cloud platform Vercel says company breached through third-party AI tool

Amazon confirms $25Bn investment in Anthropic, ties deal to $100Bn AWS commitment - The Tech Portal

Amazon is expanding its push into AI with a new deal to invest up to $25 billion in Anthropic, adding to the around $8 billion it has already invested in the company since 2023. The agreement is tied to a much larger plan where Anthropic will spend over $100 billion on Amazon Web Services (AWS) over the next 10 years. As part of the partnership, Anthropic will rely on Amazon's cloud and custom AI chips to train and run its models. The timing of this development becomes notable as the Dario Amodei-led firm is reportedly preparing for a potential IPO as early as October 2026, with ambitions to raise over $60 billion. The structure of the deal shows a deepening alignment between the two companies rather than a simple investment. Amazon's fresh $5 billion investment is expected to be deployed immediately, with the remaining $20 billion depending on business targets being met and the growth of Anthropic's AI workloads. This approach allows the e-commerce giant to gradually expand its stake while ensuring that the partnership grows along with the real usage of its cloud services. The deal is largely shaped by the huge demand for computing power required to build next-generation AI systems. Anthropic is expected to gain access to infrastructure capable of delivering up to 5 gigawatts of compute capacity over time. A significant portion of this capacity - almost 1 gigawatt - is anticipated to come online in the near term, allowing faster training cycles and more powerful model deployments. This expansion is critical as AI models grow in size and complexity, requiring vast clusters of high-performance hardware. A key component of this infrastructure push is Amazon's in-house chip technology. Anthropic will make extensive use of AWS's Trainium family of AI accelerators, including the current Trainium2 chips and future generations like Trainium3. These chips are designed to reduce reliance on third-party hardware and lower the cost of training large language models. Under this collaboration, while Anthropic secures critical large-scale computing power to support the rapid growth of its Claude AI models amid rising demand, Amazon strengthens its position in the AI race, with Amazon Web Services expected to generate over $100 billion in long-term cloud revenue from the partnership. The latest investment becomes even more significant as recent reports suggest that multiple venture firms have approached Anthropic with offers that could value it at as much as $800 billion. Notably, in February 2026, the company secured a $30 billion Series G round that valued it at around $380 billion. The Tech Portal is published by Blue Box Media Private Limited. Our investors have no influence over our reporting. Read our full Ownership and Funding Disclosure →

Anthropic
The Tech Portal2d ago
Read update
Amazon confirms $25Bn investment in Anthropic, ties deal to $100Bn AWS commitment - The Tech Portal

Ryanair flight leaves passengers behind due to passport control chaos

Several UK-bound Ryanair passengers were left behind in Italy as chaos at passport control continues in Europe. Around 30 travellers due to fly from Milan Bergamo to Manchester last week were not boarded following "passport control delays". Travellers heading to Europe have faced disruption and confusion following the rollout of the EU's new entry-exit system (EES). Long queues for the input of biometric data have caused serious teething problems for EES - a system that was planned to be fully applied by every Schengen area frontier for non-EU citizens, including Britons, since 10 April. A Ryanair spokesperson said in a statement: "Due to passport control delays at Milan Bergamo airport (16 April), a number of passengers missed this flight from Milan to Manchester. "Should these passengers have presented at the boarding gate desk before it closed, they would have boarded this flight." Adam Hassanjee, an 18-year-old from Bolton, told BBC News that passport control queues at Milan Bergamo were "complete chaos". He said: "We were waiting for an hour and a half and weren't moving. "Then we see the plane leave and got told we have to go and book our own flight back." According to the airline, Ryanair passengers who miss a flight are offered the option of a £100 "missed departure fee" to be moved to a new departure. It also noted that once boarding is closed, a legal report of the manifest - the document detailing onboard passengers and crew - is signed and sent to the captain. After this point, boarding cannot be reopened. It's one of several airlines to encounter delays due to the enforcement of the EU entry-exit system this month. A family travelling with easyJet were forced to spend £1,600 for a connecting flight via Luxembourg after their plane departed without them. The Hume family from Leeds queued for nearly three hours at Milan Linate airport's passport control due to the chaotic enforcement of EES. Speaking to The Independent's travel correspondent Simon Calder, Mr Hume said he felt "gutted, upset, let down, absolutely shattered and poorer - much poorer". Of the 156 passengers said to be booked on easyJet flight 5420 to Manchester, only 34 boarded - leaving 122 behind in Italy. EasyJet said it is "sorry for any inconvenience caused" and that stranded passengers will be offered free transfers to alternative flights.

CHAOS
The Independent2d ago
Read update
Ryanair flight leaves passengers behind due to passport control chaos

SEALSQ Advances Post-Quantum Cryptography (PQC) in Silicon to Counter AI-Driven Threats Following Anthropic's Mythos Breakthrough

Geneva, Switzerland, April 21, 2026 (GLOBE NEWSWIRE) -- SEALSQ Corp (NASDAQ: LAES) ("SEALSQ" or "Company"), a company that focuses on developing and selling Semiconductors, PKI, and Post-Quantum technology hardware and software products, today provides an update to its previous communication on the evolving intersection of artificial intelligence and quantum-era cybersecurity risks, highlighting how recent breakthroughs in AI are reinforcing the urgent need for Post-Quantum Cryptography (PQC) and other secure algorithms to be embedded directly into semiconductor infrastructure. Since Anthropic unveiled Claude Mythos Preview on April 7, 2026, the model has drawn significant attention in cybersecurity for its advanced capabilities in coding, reasoning, and vulnerability discovery. In response to the risks, Anthropic has restricted access to Mythos and launched "Project Glasswing," a cross-industry initiative to secure critical software. Mythos significantly outperforms previous models, uncovering serious long-standing flaws in widely used software.

Anthropic
wallstreet:online2d ago
Read update
SEALSQ Advances Post-Quantum Cryptography (PQC) in Silicon to Counter AI-Driven Threats Following Anthropic's Mythos Breakthrough

Ascent Solar Technologies CEO Talks About The Space Market And What A Recent SpaceX Flight Means To The C

Paul Warley, CEO of Ascent Solar Technologies Inc. (NASDAQ:ASTI), was recently a guest on Benzinga All Access. Warley discussed the progress Ascent Solar is making in the space market with its flexible thin-film photovoltaic (PV) blankets, including integration into the NOVI N-1 ATLAS satellite and another undisclosed customer that is part of the SpaceX Falcon 9 Transporter-16 mission. "We had two customers on that flight...it was exciting to have two on one launch," Warley told Benzinga. The company expects to get data from that flight soon. "It's basically a live demo of the product in space," he said. As for the future, Warley said the industry continuously needs more and more power, and with the company's flexible panels, it can bring them that at a lower price point. Plus, he said Ascent's products perform particularly well at Low Earth Orbit (LEO) and Geostationary Earth Orbit (GEO) levels. "I'm more excited about the company now than I've ever been," said the CEO. Watch the full video here: Featured image from Shutterstock. This post contains sponsored content and was created in collaboration with a third-party partner. Benzinga is a publisher and does not provide personalized investment advice or act as a broker or dealer. This content is for informational purposes only and is not intended to be investing advice or an offer or solicitation to buy or sell any security. Market News and Data brought to you by Benzinga APIs To add Benzinga News as your preferred source on Google, click here.

SpaceX
Benzinga2d ago
Read update
Ascent Solar Technologies CEO Talks About The Space Market And What A Recent SpaceX Flight Means To The C

SpaceX starts pre-IPO charm offensive with analysts ahead of a late-June listing - Cryptopolitan

Elon Musk bought $1.4 billion in SpaceX shares last year and could receive 60 million more if major targets are met. SpaceX has started the quiet part of its IPO process. This week, the company is holding private meetings for analysts in Texas and Tennessee as it works toward a late-June stock market debut. A report from Reuters alleges that the meetings run for three days and bring in top Wall Street analysts from the aerospace and tech sectors. SpaceX is reportedly trying to raise $75 billion. The plan is to get analysts in the room, walk them through the business, and show them the sites that sit at the center of the story. SpaceX brings Wall Street to Starbase and Memphis before the stock starts trading On Tuesday, SpaceX will be doing an all-day meeting and tour at Starbase in Boca Chica, Texas, and then on Wednesday, a second group is due at Starbase, this time representing institutional investors such as large mutual funds and pension funds. On Thursday, analysts are set to visit the company's Colossus data center in Memphis, Tennessee, where they will review Macrohard, a project tied to the company's growing AI plans. Meanwhile, The Information reported on Tuesday that Elon Musk bought $1.4 billion of SpaceX stock last year from current and former employees. This purchase was reportedly made through Elon's trust and was disclosed in a draft version of SpaceX's confidential IPO prospectus, meaning Elon increased his stake ahead of listing. SpaceX has also approved a plan last month that could give Elon another 60 million shares, a payout that would depend on two things. The company would need to grow its market value from about $1.1 trillion to as much as $6.6 trillion, while also producing a complete plan to build data centers in space to provide computing power for AI developers. The shares would vest in steps as SpaceX adds $500 billion in market value at a time, according to The Information, which added that the company plans to give Elon and a small group of insiders super-voting shares that have more power than the stock sold to regular investors. After the offering, Elon is expected to stay on as CEO, CFO, and chairman of the company's nine-member board. Elon was paid $54,080 last year, though his real upside sits in the stock he holds and the stock he could still receive, according to the filing. SpaceX leans on Starlink profits while AI spending drags the combined company into losses By the end of 2025, the combined company xAI and SpaceX held about $24.8 billion in cash, and had $92 billion in total assets and $50.8 billion in total liabilities. Cryptopolitan has reported many times before that SpaceX is targeting a valuation of around $1.75 trillion in the IPO, alongside the planned $75 billion raise. On the income side, satellite internet unit Starlink produced $4.42 billion in operating profit last year, which helped cover part of the losses tied to the xAI side of the business. But even with that support, SpaceX reported $4.94 billion in consolidated loss in 2025 on $18.67 billion in revenue. In 2024, SpaceX reported a $791 million profit on $14.02 billion in revenue, while in 2023, the company lost $4.63 billion on $10.4 billion in revenue. The big reason sits in spending. Over two years, SpaceX raised capital spending almost fivefold to $20.74 billion last year. More than half of that was tied to AI. Spending inside the AI segment climbed to $12.7 billion from $5.6 billion the year before, pushing total capex to more than $20.7 billion, which was more than double the prior year. Even so, SpaceX is still spending far less than some of the biggest tech companies.

xAISpaceX
Cryptopolitan2d ago
Read update
SpaceX starts pre-IPO charm offensive with analysts ahead of a late-June listing - Cryptopolitan

Trump says Anthropic is 'shaping up,' open to deal with Pentagon

WASHINGTON, April 21 (Reuters) - U.S. President Donald Trump on Tuesday told CNBC that AI giant Anthropic was "shaping up" in the eyes of his administration and he was open to a deal to allow the firm to resume contracting with defense officials. Trump in February directed federal agencies to ⁠blacklist Anthropic from procurement projects, alleging its new "Mythos" system was a ⁠supply chain risk. The company disputes that characterization and filed suit against the Defense Department in March over the determination. Anthropic CEO Dario Amodei met with White House officials last week to attempt to repair the relationship. The White House called the meeting productive and constructive. "They came to the White House a few days ago, and we had some very good talks with them," Trump told CNBC's "Squawk Box" on Tuesday. "And I think they're shaping up. They're very smart, and I think they can be of great use. I like smart people." (Reporting by Jacob Bogage;Editing by David Ljunggren)

Anthropic
Yahoo2d ago
Read update
Trump says Anthropic is 'shaping up,' open to deal with Pentagon
Showing 1181 - 1200 of 10807 articles