Anthropic and OpenAI Split Over How to Enforce Discounts
When a customer burns through the computing credits in its Anthropic contract, the phone rings quickly. The sales team calls and writes, one software executive said, to say the company…
Nvidia Tallies Anthropic’s $180 Billion of Cloud Contracts
Nvidia put a number on Anthropic’s appetite for computing power on September 28, and the number is measured in gigawatts. The chipmaker said Anthropic has signed up for 2.6 gigawatts…
Samsung Spreads $1 Billion Across KKR’s Helix Data-Center Venture
Adam Selipsky spent three years running Amazon Web Services before leaving in 2024. On September 29, the chief executive of Helix Digital Infrastructure called a new investor’s money a vote…
Anthropic’s IPO Filing Shows an $8 Billion Loss and a $518 Billion Buildout
Nearly a third of Anthropic’s IPO prospectus is given over to risk factors, and some of them read less like corporate boilerplate than like science fiction. The company warns that…
NASA Keeps Boeing’s Starliner in the Fleet, but Not for Astronauts
The announcement was tucked inside the kind of statement NASA issues when it wants a hard decision to read as routine. On September 28, the agency said it would keep…
OpenAI Leads $153 Million Round for a Startup That Revives Failed Drugs
The pharmaceutical industry discards most of what it makes. By the time a drug candidate reaches the late stages of clinical testing and fails, its owner has usually spent hundreds…
European Unions and Activists Call for an End to Palantir’s Public Contracts
Palantir Technologies has spent two years turning European governments into some of its fastest-growing customers, selling the same data-analysis software it built for U.S. intelligence agencies to police forces, health…
SoftBank Memory Unit and Shinko Sign Deal on Z-Angle Memory
SoftBank’s young memory venture has found a Japanese packaging partner for its attempt to break into a market ruled by three Korean and American giants. Saimemory, the memory subsidiary SoftBank…
ASML Chief Says Only One Company Can Build the Machines Chips Depend On
Every leading-edge chip factory in the world depends on a single company for its most important piece of equipment, and that company’s chief executive says the situation is not about…
Tesla Raises Berlin Pay as Europe Delays a Full Self-Driving Vote
On the same morning that Tesla told workers at its Berlin factory their pay would rise, European regulators quietly pushed back the one decision the company has been waiting for…
