Pins matching tag:Anthropic

Salesforce and Anthropic expanded their partnership so banks, insurers, health and cybersecurity firms can run Claude inside Agentforce within Salesforce's trust boundary, and deepened Claude's ties to Slack.

On 3 December 2025 Snowflake and Anthropic announced a multi-year, US$200 million agreement to put Claude models in front of Snowflake's 12,600 customers and jointly sell AI agents to large enterprises.

Anthropic took a 13-year lease on all 420,000 square feet of 300 Howard Street, formerly 199 Fremont, one of San Francisco's largest office deals since 2019, as it grew past 1,300 staff in the Bay Area.

Broadcom's revenue rose 29% to a record $19.3 billion for the quarter ended 1 February 2026, with AI semiconductor revenue up 106% to $8.4 billion, and it guided the second quarter to $22.0 billion.

Anthropic announced on 6 April 2026 a new agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity, expected to come online from 2027, its largest compute commitment to date.

Anthropic announced a partnership with SpaceX on 6 May 2026 for 300 megawatts of new AI compute at the Colossus 1 data center in Memphis, home to more than 220,000 Nvidia GPUs, and said it is exploring multi-gigawatt orbital compute.

Broadcom's revenue rose 48% to a record $22.2 billion for the quarter ended 3 May 2026 and AI semiconductor revenue 143% to $10.8 billion, but it held its AI outlook and the shares fell 12.6% the next day.

A financing platform for more than 20 GW of Broadcom XPU compute for frontier AI labs through 2028, opening with a $35 billion tranche led by Apollo with Blackstone to fund Anthropic's 1 GW-plus expansion at Fluidstack sites.

Microsoft 365 Copilot's agentic mode for long-running, multi-tool tasks leaves its three-month Frontier preview for every Copilot customer worldwide, billed per task in Copilot Credits at $0.01 each on pay-as-you-go.

The New York Times reported on 17 July 2026, and CNBC confirmed, that Anthropic is in very early talks to lease about $10 billion of computing power from Meta, which would make Meta a cloud provider to a rival.

Salesforce's fiscal second quarter brought $11.3 billion of revenue, up 11%, GAAP EPS of $4.29 lifted by a $2.6 billion gain on its Anthropic stake, a higher full-year outlook and the stock's second-best day ever.

Salesforce and Anthropic launched Claudeforce, starting with Salesforce in Claude, a plugin with 37 prebuilt sales skills, and made Claude the default model for Slack and Slackbot.

Broadcom's revenue rose 86% to a record $29.6 billion for the quarter ended 2 August 2026, with AI semiconductor revenue up 221% to $16.7 billion, and Hock Tan said Anthropic is on track to become its largest XPU customer in 2027.

On CNBC's "Mad Money", Hock Tan said Broadcom's forecasts of $115 billion in AI revenue for fiscal 2027 and $230 billion for 2028 are unchanged, after Dario Amodei's essay urging a slower pace of AI development sent Broadcom shares down 4.8%.

Anthropic launched a US$100 million program targeting 10,000 Frontier Deployed Engineers by the end of 2027. Customers and partners nominate existing engineers; this is a training target, not 10,000 new Anthropic hires.

October 21 Polymarket odds favour a November window for Opus 5.6 or higher: 60.5% by November 30 on US$11,087.15 event volume. November 1 is the estimated window boundary, not an official release date.

October 27 Kalshi midpoints imply 87% for a qualifying IPO confirmation before December 1. The modal announcement window is November 16 to December 1; it is not a fixed listing day.

On 27 October 2026 Polymarket put Anthropic shares listed and open for trading by November 19, 2026 at 52%, on US$5,906,665 of event volume. That strike is the first to pass even odds, so it marks the market's expected first day of trading.

Broadcom reports its fourth quarter and fiscal year 2026 against its own guide of about $34.8 billion in revenue, up 93%, including $21.7 billion of AI semiconductor revenue.

TeraWulf’s Justified campus in Hawesville has PSC-approved electric service up to 482 MW and a 20-year Anthropic lease for approximately 401 MW of critical IT capacity. Initial service is expected in H2 2027, ramping to full IT capacity in early 2028.