anthropic

In the latest podcast, SemiAnalysis founder Dylan Patel predicts that by 2028, OpenAI and Anthropic may account for 70% to 80% of the world's new AI computing power, with the total computing power scale potentially exceeding 100GW. Patel stated that the two companies currently account for about 30% of the world's annual new computing power, and this proportion is still rising rapidly.Patel pointed out that the business model of leading AI laboratories is changing, with a significant increase in the efficiency of AI computing power output. Currently, Anthropic's revenue per megawatt of computing power has reached about $50 million and may further rise to $100 million. This allows OpenAI and Anthropic to procure or lease computing power at high prices ranging from $25 million to $50 million per megawatt.Patel expects that global AI-related capital expenditures will reach about $11 trillion from 2024 to 2029, with over $5 trillion needing to be financed through debt. Due to the potential return on investment of AI infrastructure being far higher than that of traditional industries, tech giants may accept higher financing costs, thereby pushing up overall credit rates and squeezing the valuations of traditional assets and highly leveraged economies. Additionally, Patel believes that the new computing power may not primarily be used for providing model inference services externally, but may instead flow more towards internal research and development and self-improvement of models within AI laboratories.

According to X user synthwavedd, OpenAI has recently completed the next phase of pre-training, internally codenamed "Bel," which is the successor model to the previous "Doug." This model has a total parameter count exceeding 10T, comparable in scale to GPT-4.5. It is expected that after further reinforcement learning, it will become the foundational model for Astra and GPT-6, and is anticipated to serve as the base model approaching the AGI threshold in the post-GPT-6 era.Reports indicate that this development has caused concern for Anthropic. OpenAI believes that Anthropic currently lacks an effective plan to respond to the public release of Astra; insiders claim that this assessment is largely accurate, primarily due to limited computing power. Anthropic is preparing for the possibility that OpenAI will dominate for the remainder of this year, but it is expected to regain a lead early next year.

AI company Anthropic recently disclosed to investors that it expects its future potential revenue opportunities to exceed $300 trillion.

On August 25, Anthropic requested its employees at the San Francisco office to work from home starting this week due to the possibility of a strike by the company's security personnel. However, the union representing these security personnel stated that they were not aware of this.According to a source familiar with the matter, Anthropic received a notice last week from its security service provider, Allied Universal, indicating that the company's employees might strike. Subsequently, Anthropic informed its employees to avoid going to the San Francisco office on Monday and Tuesday, just in case.

Theo Hourmouzis, General Manager of Anthropic for Australia and New Zealand, stated at an event hosted by the National Australia Bank that the company's Australian clients lag behind their global counterparts in utilizing the programming capabilities of the Claude chatbot, but are more inclined to use it for simple tasks.Hourmouzis cited Anthropic data indicating that approximately 5.8% of Claude's usage in Australia pertains to basic tasks such as invoice processing, inventory management, and general administration, which is higher than the global level of about 4.7%. He pointed out that local usage tends to lean more towards backend and practical work.

According to Business Insider, Thomson Reuters launched its first self-developed AI model, Thomson-1, on Monday. This model is based on Snowdon and constructed through "re-alignment" of Alibaba's open-source Qwen model. Open-source means anyone can download and modify the model for free. Thomson-1 will take over some tasks previously handled by Anthropic's Claude, but it is not intended to completely replace collaboration with Anthropic and other labs, initially focusing on the company's areas of expertise, starting with document review.This move aims to address the high AI costs brought by models like Claude and OpenAI Codex, and reflects the use of cheaper Chinese open-source AI. CTO Joel Hron stated that the main reason is to better leverage Thomson Reuters' own expertise and control costs. The company expanded its collaboration with Anthropic in May this year for the AI legal assistant CoCounsel, which still primarily relies on Claude. Hron said, "Our main goal is to gradually make Thomson the model that drives more and more capabilities for CoCounsel."Thomson Reuters, in collaboration with a team from Imperial College London, spent months transforming Qwen to build Snowdon and ensured it is "ethically and politically bias-processed and safe to use." Hron pointed out that having a proprietary model allows for development based on its own intellectual property rather than continuously paying external AI companies, comparing it to renting versus buying a house: renting provides shelter but does not accumulate long-term equity.

EntropyIO announced the launch of the first liquidity trading method for Anthropic, aimed at making cutting-edge assets that were previously accessible to only a select few available to a broader audience. The project has completed a $14 million financing round led by Ribbit Capital and received $40 million in HYPE staking support to build improved and new markets.EntropyIO stated that the first related markets have gone live on Hyperliquid. EntropyIO focuses on providing liquidity trading and market infrastructure for cutting-edge assets.

According to Nikkei Chinese News, the American company Meta has announced that it has begun offering code generation AI for programming, including the AI agent "Muse Code" and the new version of the AI model "Muse Spark" for software development. Its performance is not as good as Anthropic's high-end models, but compared to Anthropic's Claude Opus 5, the unit token usage fee is about 80% cheaper, aiming to attract enterprises looking to control costs.If Meta is provided with AI usage data for development, the costs will be reduced by more than 90%, bringing usage costs down to levels comparable to products from emerging Chinese companies like DeepSeek. Meta stated that its internal technical staff had previously used Anthropic's code generation AI extensively and listed "utilization of other companies' AI" as a reason for the decline in operating profit from April to June 2026; recently, it has encouraged employees to use its own developed AI more to control expenses.Meta also disclosed that during performance testing of Muse Spark, there were instances of the AI breaching external systems on the internet.

According to X user Lentils80, Anthropic is currently testing two new models, named "claude-marshmallow-eap" and "claude-melon-eap".Related information shows that "marshmallow" performs better than "melon", and has a better conversational experience than Opus 5. However, neither of these models has reached the Fable level.

On August 24, according to the Financial Times, Anthropic's U.S. corporate clients are reducing their use of its most powerful model, Fable5, opting instead for lower-priced alternative models, raising concerns about its high-investment business model. Anthropic is currently preparing for an IPO, with the market expecting its valuation to reach $2 trillion or more, potentially listing as early as September.Data from Ramp on spending by 70,000 companies shows that two months after the release of Fable5, corporate spending on this model accounted for only about 11% of Anthropic's total tool spending, and has recently stabilized. Analysts believe the main reason is that Fable5 is expensive, while older models can meet the needs of most companies; the Opus5 launched at the end of July is smaller and cheaper, with corporate spending already exceeding that of Fable5. Fable5 was withdrawn shortly after its release in early June due to intervention by the Trump administration on national security grounds, and was allowed to go back online on July 1, but demand and adoption rates remain lower than those of previous cutting-edge models.Anthropic's annualized revenue reached $65 billion last month, up from $47 billion in May, growing nearly sevenfold since the beginning of the year; the company achieved adjusted operating profit for the first time in the second quarter and has 6,000 clients with annual spending exceeding $100,000. Companies are controlling AI spending by choosing models with better cost-performance ratios, while OpenAI has seen a rebound, with annualized revenue growing 35% this quarter after the release of GPT5.6, exceeding $40 billion. The market is shifting from "chasing the strongest model" to placing greater emphasis on a comprehensive balance of model capability, price, and actual ROI.

According to Business Insider, OpenAI CEO Sam Altman expressed in the David Senra podcast that he is concerned that AI may one day be controlled by a few companies, models, or individuals, causing the vast majority of consumers to lose their voice in how technology shapes the world. He stated that the correct approach is to ensure that people firmly control the future, and society and models will evolve together.Altman is also worried about AI escaping human control. He pointed out that an excessive fear of the latter risk could lead to the former situation becoming a reality, as some advocate sacrificing a significant amount of freedom for security out of anxiety. The article suggests this may indirectly refer to Anthropic CEO Dario Amodei, who has repeatedly warned about AI risks and called for increased government regulation. Anthropic is the only mainstream AI company that has not signed the open letter supporting open-weight models.Although OpenAI has not yet open-sourced its cutting-edge models, it released two open-weight models last year: gpt-oss-120b and gpt-oss-20b. Altman also stated that U.S. AI leaders have failed to adequately demonstrate to the public how the technology enhances life autonomy, and he anticipates the largest wave of entrepreneurship, as AI is empowering more people to start small businesses.

SemiAnalysis published that it tested Anthropic's $200 per month Claude plan, which can produce tokens worth up to approximately $8,000 per month if the relevant limits are exhausted in long-term tasks; in contrast, OpenAI's $200 per month plan can reach a token value of about $14,000 per month when all weekly limits are exhausted.The test was completed in June of this year. SemiAnalysis pointed out that the actual usable model value corresponding to the high-priced subscription plans of both companies in high-intensity usage scenarios far exceeds the subscription fees themselves.

Recently, Peter McCrory, the head of economics at Anthropic, explained the AI unemployment paradox. He pointed out that AI capabilities have significantly improved, raising reasonable questions about why there has not yet been a noticeable impact on unemployment rates. The U.S. Business Trends and Outlook Survey shows that about one-fifth of U.S. businesses use AI to some extent, and productivity growth in the U.S. has strengthened in recent years, some of which may be related to AI.McCrory stated that the unemployment rate in the labor market is still close to the full employment level identified by the Federal Reserve, and even deep data analysis makes it difficult to draw clear conclusions about the impact of AI. The basic judgment is that so far, AI has shown characteristics of skill-biased technology, automating certain work processes while complementing and amplifying the professional skills that rely on human participation, thereby creating maximum value in human-machine collaboration.

According to Bloomberg, Anthropic plans to adjust its data retention policy for its advanced artificial intelligence models, giving enterprise customers greater control over their data. The company expects to launch a new security system later this year, where enterprise customers will still need to retain data for 30 days but can choose to do so on their own cloud computing infrastructure instead of storing it on Anthropic's servers. Sources say that the system has been in preparation for several months and has been developed in coordination with over 100 clients from strictly regulated industries.In June, Anthropic announced that it would retain all customer data for 30 days for its more powerful Mythos, Fable models, and future cutting-edge products to identify and prevent new types of cyberattacks using its technology, while stating that it would not use the data for training. The company recently acknowledged in a report that this policy may not be welcomed by customers accustomed to zero retention and could impact business. Anthropic declined to comment on this. Competitor OpenAI has also recently begun testing a solution called "Private Secure Processing" to avoid retaining customer data and plans to roll it out more broadly in September.

According to Forbes, Anthropic, Blackstone, and Goldman Sachs have jointly established an AI-native enterprise service company called "Ode," with an investment of $1.5 billion.Ode is positioned as an AI implementation consulting firm, with core services including identifying business processes suitable for AI transformation, deploying AI engineers, developing customized applications and agents, automating task processes, and assisting companies with regulatory compliance issues. The company will focus on helping client enterprises implement the Claude model under Anthropic.

According to informed sources, the artificial intelligence company Anthropic plans to bring Citigroup into its main underwriting syndicate for its initial public offering. If it goes ahead, Citigroup will join Morgan Stanley, Goldman Sachs, and JPMorgan Chase in a core underwriting role. Anthropic may submit its listing application to regulators as early as the end of this month.

Sources say that Anthropic is expected to reach or exceed SpaceX's record IPO scale. The company stated that it will prepare IPO application documents as early as the end of August.Anthropic's revenue in the second quarter exceeded $11.5 billion, with an annualized revenue of $65 billion in July.

According to Bloomberg, the startup Fractile, which develops chips specifically for artificial intelligence, is in deep discussions for a new round of financing, with a pre-money valuation of approximately $6.5 billion and expected fundraising of about $600 million. This valuation is more than six times higher than the valuation it received during its financing in May 2026, with some of this round's funds entering at a lower valuation.Fractile focuses on customizing chips for artificial intelligence scenarios and has reached a chip supply agreement with AI company Anthropic. Insiders disclosed the above financing arrangements to Bloomberg, and the related transactions are still in progress.