Anthropic (ANTHROPIC) news

Cathie Wood Blames Anthropic’s CEO for AI Panic: Why Attack a Company Her Fund Backs?

Anthropic's $1.5 Trillion IPO: What Investors Should Know Before Buying

Anthropic spends $3.4 billion to purchase gas-fired power equipment to supply electricity for data centers

In September, Anthropic directly acquired Caterpillar equipment orders worth 3.4 billion USD, securing 1.7 GW of gas generator units, marking the largest single purchase of power generation equipment in AI history. This move bypassed utility middlemen, capturing scarce capacity at prices set years ago with near-term delivery. It is part of Anthropic's plan to invest over 895 billion USD in computing infrastructure by 2045.

TeraWulf Says AI Leasing Now Generates 83% of Revenue as Bitcoin Mining Recedes

Hard AI Morning News | Anthropic’s valuation slashed to 1.2 trillion

Chip Stocks Rebound Sharply: Time to Buy the Dip or Run for Safety?

Microsoft tightens AI computing power rentals! Reportedly gradually withdrawing from Oracle Cloud agreement, "new cloud" CoreWeave plunges

According to reports on Friday, Microsoft has gradually closed down its rented computing resources from Oracle in recent months because Oracle's servers are equipped with older-generation Nvidia chips, which do not meet Microsoft's technical specifications. Oracle's stock price turned negative, at one point dropping more than 5%. Oracle emphasized that demand for AI infrastructure remains strong, including demand for earlier-generation GPUs. On Thursday, it was reported that Microsoft is reconsidering its "New Cloud" partnership due to delivery delays and high costs.

Dow Jones Top Company Headlines at 7 PM ET: Tesla's Polarizing Cybertruck to Wind Down Production Amid Slow Sales | Moderna ...

Dow Jones Top Company Headlines at 5 PM ET: Tesla's Polarizing Cybertruck to Wind Down Production Amid Slow Sales | Moderna ...

SpaceX rebounds over 9%, Musk says: Q4 revenue expected to grow by 70%, aiming for 500 billion next year

SpaceX's stock price surged as much as 9.1% on Friday. At the Barron’s Investment Conference, Elon Musk predicted a 70% quarter-on-quarter revenue increase for Q4 and reiterated the goal of reaching $100 billion in annualized revenue within the year, expecting this number to exceed $500 billion by the end of 2027. In addition, the share of government contracts is expected to drop from 16.6% to below 10%. However, despite the short-term rebound, the stock has still declined by over 28% in recent months.

Dow Jones Top Company Headlines at 3 PM ET: Tesla's Polarizing Cybertruck to Wind Down Production Amid Slow Sales | Moderna ...

AI Sell-off Hits Anthropic IPO, Potential Valuation Expected to Drop to $1.2–1.3 Trillion

The valuation range discussed by potential investors has been lowered from the previous high of $2 trillion to between $1.2 trillion and $1.3 trillion, and some strategists have even suggested going below $1 trillion to ensure safety. In the face of significant market volatility and financial concerns such as quarterly losses, Anthropic is facing tough decisions, including a discounted valuation, reducing the size of the offering, or postponing the listing.

Investors are reportedly discussing an Anthropic IPO valuation between $1.2 trillion and $1.3 trillion

TeraWulf swings to Q3 2026 net profit of $709.53 million

Amadeus Nine-Month Profit Falls to EUR 1.08 Billion

Dow Jones Top Markets Headlines at 1 AM ET: Wall Street Gets $2.5 Trillion AI Reality Check With Historic Rout of Tech Stocks | A ...

MORNING BID EUROPE-AI's reality check

A Different Approach! Under Regulatory Pressure, Nvidia Plans "Old Building Renovation" Data Center with a Capacity of 1 GW

Nvidia is targeting over 130 buildings owned by the near-bankrupt telecom company Brightspeed, partnering with private equity giant Apollo, to build a distributed AI inference network across 20 US states, with a total available power of about 1 GW. Renovating old buildings does not require new approvals from scratch, effectively bypassing new data center regulations being pushed by newly elected governors in multiple states. Server deployment is expected as early as Q1 2027, with target clients including SpaceX, Anthropic, and OpenAI.

After the "bloodbath" in tech stocks, Anthropic IPO faces a crisis: Is it still worth $1.5 trillion? Should it go public at this moment?

As $2.5 trillion was wiped out from tech stocks in a single day, the IPO plans of AI star Anthropic are on shaky ground. Three major investors have explicitly questioned the $1.5 trillion target valuation, with some parties believing its actual value is closer to $1 trillion. Doubts have also emerged over whether the November roadshow will proceed as planned. Ongoing losses, missing key revenue data, and sudden shifts in AI policy—all add up to multiple headwinds, causing this listing, once poised to set the record for the largest IPO in history, to now face three tough choices: a discounted valuation, a reduced offering, or outright postponement.

Dow Jones Top Company Headlines at 9 PM ET: Major Investors Are Skeptical Anthropic IPO Can Achieve $1.5 Trillion Valuation | Qantas ...

Dow Jones Top Markets Headlines at 9 PM ET: Wall Street Gets $2.5 Trillion AI Reality Check With Historic Rout of Tech Stocks | A ...

Updated Version 8 - "Blue Tsunami" Causes Nasdaq Market Cap to Evaporate by $2.5 Trillion, Investors Concerned About AI Trading

EXL acquires Aimpoint Digital to expand AI capabilities

Bitget Expands Into India With 10 New Stock Perpetual Contracts

McGraw Hill Q2 FY27 net income drops 18% to $86.38 million; Q2 FY27 revenue falls 6% to $632.21 million

Dow Jones Top Markets Headlines at 5 AM ET: AI Selloff Extends, Treasurys Gain as Blue Wave Reverberates | Oil ...

Dow Jones Top Markets Headlines at 3 AM ET: Oil Prices Stay Below $100 as Traders Weigh Iran Diplomacy, Supply Outlook | U.S. ...

Another Circuit Breaker! U.S. Midterm Elections Stir Up Market Storm, Why Is the South Korean Stock Market the First to Be Hit?

During the US midterm elections, the Democratic "blue sweep" has triggered concerns over tightening data center regulations, suddenly impacting the South Korean stock market. This political storm is rapidly transmitted along the chain of "elections → regulations → computing power → memory demand," putting severe pressure on South Korea's export engine.

OpenAI president confirms IPO in 2027: enterprise clients have become the main source of revenue, but funding target has shrunk from 30 billions to 20 billions

OpenAI President Brockman stated that enterprise sales have contributed the majority of the company's revenue, and the company will be ready for an IPO by 2027. OpenAI is accelerating fundraising and competing with Anthropic, which is aiming to go public by the end of the year.

Dow Jones Top Markets Headlines at 1 AM ET: U.S. Stocks Rally on Divided Government as AI Wobbles Continue | The ...