Anthropic has agreed to pay xAI $1.25 billion per month through May 2029 for the entire compute output of the Colossus 1 data center, a deal that could generate over $40 billion in revenue for xAI. Th…
Anthropic announced it is expanding its partnership with SpaceX to increase its computing capacity at the Colossus 2 facility, utilizing GB200 hardware throughout June. The company will begin ramping …
Following Elon Musk's failed lawsuit against OpenAI, the company is moving forward with an initial public offering (IPO) that CEO Sam Altman hopes to complete by September. OpenAI is working with inve…
According to a Wall Street Journal report, OpenAI is moving forward with an initial public offering (IPO) following Elon Musk's failed lawsuit, with CEO Sam Altman aiming for a September launch. The c…
Former OpenAI employees and AI safety nonprofits have warned investors that Elon Musk's AI lab, xAI, poses "unpriced risks" that could complicate SpaceX's planned initial public offering (IPO), which …
A deterministically chaotic market simulation successfully reproduced the lifecycle of a real-world stock buyback factor strategy, showing cycles of alpha generation, crowding, and eventual losses. Th…
Final week of the Musk v. Altman trial, where lawyers attacked the credibility of both tech leaders, revealing new details about OpenAI's nonprofit status and a donkey trophy awarded to an employee wh…
The Stratechery newsletter's February 2026 edition analyzes a major shift in AI computing, arguing that "agentic inference" — where AI operates without human involvement — will surpass current answer-…
Anthropic does not have a long-term road map for its Claude Code product, betting instead that rapid model improvements and developer feedback will guide its evolution, according to Cat Wu, the compan…
Space-based AI datacenters can effectively dissipate heat through radiators in shaded areas, using radiation as the primary cooling method in a vacuum. While the concept requires launching hundreds of…
Elon Musk’s SpaceX has partnered with Anthropic and xAI to advance artificial intelligence capabilities, marking a strategic shift for the aerospace company. The deal positions SpaceX to serve other c…
Elon Musk, through SpaceX, has granted Anthropic exclusive access to the Colossus 1 data center's entire compute capacity—over 220,000 Nvidia GPUs—to run Claude AI models, effectively making him a kin…
Anthropic announced a partnership with SpaceX to take over all of Colossus 1, a deal estimated at $5 billion per year, making xAI a neocloud provider. At its second annual developer event, the company…
In five days, Anthropic grew its Q1 revenue 80-fold to a reported $44 billion annual run rate, committed $200 billion to Google Cloud, signed a SpaceX compute deal, shipped Claude Code Auto Mode, and …