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Wednesday 11 November 2026
OpenAI 3Q26 revenue tops US$10B as losses persist
OpenAI's revenue reached US$10 billion in the third quarter of 2026, up nearly 50% quarter-on-quarter, driven by demand from enterprises and new model products. However, its adjusted...
Wednesday 11 November 2026
Anthropic expands its business suite amid its IPO filing and launch of Fable 5.2 and Mythos 5.2
Anthropic is taking direct aim at the enterprise productivity market dominated by Microsoft and Alphabet's Google. Beyond its core strength in software engineering, the company is...
Wednesday 11 November 2026
Inside Anthropic's blockbuster IPO: strategic tech alliances, massive compute commitments, and the dual realities of AI growth
Anthropic's landmark initial public offering (IPO) filing to list on the Nasdaq under the ticker symbol ANT represents a defining milestone for both the company and the entire artificial...
Wednesday 11 November 2026
TSMC plans investments in Anthropic, OpenAI; sets up investment firm to expand semiconductor strategy
Taiwan Semiconductor Manufacturing Company (TSMC) approved three strategic investment plans on November 10. This includes committing up to US$500 million each to Anthropic and OpenAI...
Tuesday 10 November 2026
Anthropic's Fable 5.2 and Mythos 5.2 advance agentic AI
The launch of Claude Fable 5.2 and Claude Mythos 5.2 marks a decisive shift in artificial intelligence, transitioning models from passive task completion to true autonomous collaboration...
Tuesday 10 November 2026
Anthropic breach exposes 100+ South Korean enterprise Claude accounts
Anthropic’s generative AI service Claude suffered a data breach affecting more than 100 South Korean enterprise accounts, exposing customer names, email addresses, account IDs,...
Monday 9 November 2026
Anthropic buys US$3.4B in generators for AI data centers
Anthropic has committed US$3.4 billion to acquire 1.7 GW of heavy-duty gas-fired generators, along with the engineering and construction services needed to install them, marking the...
Friday 6 November 2026
Naver's Nvidia-backed AI factory faces crucial test after US$9 billion deal
Naver is preparing to launch its Nvidia-backed AI factory business after securing an infrastructure agreement with Brookfield worth up to US$9 billion. With OpenAI and Anthropic seen...
Thursday 5 November 2026
Anthropic's Claude reportedly cuts custom chip design timelines with a 15-person team
Anthropic has reportedly told investors that its chip design team, comprising just 15 people, is using its Claude models to design custom chips. It and another frontier lab, OpenAI,...
Wednesday 4 November 2026
Claude's growth surges, but US$895 billion compute burden clouds Anthropic IPO
Anthropic is demonstrating extraordinary demand for frontier AI, with third-quarter revenue reaching about US$17 billion, nearly twelve times the US$1.4 billion recorded a year earlier...
Wednesday 4 November 2026
South Korean chipmakers face financing dilemma behind AI memory demand
Samsung Electronics' and SK Hynix's dependence on sustained AI infrastructure spending is bringing customer financing risk into focus. As demand for high-bandwidth memory and server...
Monday 2 November 2026
China's self-improving AI advances towards AGI, but Z.ai founder warns of limits and risks
Z.ai co-founder Tang Jie has identified recursive self-improvement (RSI) as a critical pathway towards artificial general intelligence (AGI), arguing that AI systems capable of improving...
Friday 30 October 2026
Nvidia weighs credit support for Nscale as data center, IPO face pressure
Nvidia is reportedly evaluating billions of dollars in credit support for UK neocloud provider Nscale to help cover power and construction costs for a data center in West Virginia...
Friday 30 October 2026
Anthropic's multi-platform AI strategy pressures Nvidia pricing power
Anthropic's "multi-platform resource pool" strategy, disclosed in its S-1 filing, is sending an important signal to the AI chip industry. The company uses Amazon Trainium, Google tensor...
Thursday 29 October 2026
Analysis: Google opens its AI chips to rivals but won't say if it makes money
Google is now supplying its tensor processing units (TPUs) to companies it competes with, including Anthropic and Apple. On Alphabet's third-quarter earnings call, management gave...