Separating AI hype from reality.
OpenAI told investors on Tuesday that its third-quarter revenue crossed $10 billion for the first time, according to Bloomberg, which cited people familiar with the call. The figure would represent a nearly 50% jump from the $6.7 billion reported for the second quarter and…
Deployment platform Vercel reports that AI models in production are being replaced so quickly they have an effective half-life of about six weeks, according to its November 2026 AI Gateway Production Index. The finding suggests enterprise AI adoption is far more fluid than lab…
Anthropic began its investor roadshow Tuesday for a Nasdaq listing targeting a fully diluted valuation of up to $1.4 trillion, even as AI stocks slide and regulatory scrutiny intensifies.
New York Governor Kathy Hochul on Tuesday opened a registration portal for large frontier AI developers under the state's RAISE Act, requiring companies like OpenAI and Anthropic to register by January 1, 2027, publish safety frameworks, report critical safety incidents within…
Harvard University, Anthropic, and QuEra Computing have released a preprint reporting that a large language model, paired with an automated verifier, designed quantum circuits that reduce estimated resource requirements for several computational building blocks. A highlighted…
TAIPEI — TSMC's board approved Tuesday an investment of up to $500 million in Anthropic at its initial public offering price and up to $500 million in OpenAI preferred stock, the company said, linking the world's largest contract chipmaker directly to the two leading frontier AI…
Anthropic set an IPO price range in an amended S-1 filing on Tuesday, with the roadshow launching the same day, pricing 825 million Class A shares at $70 to $78 each. At the top of the range the company would be valued at roughly $1.4 trillion on a fully diluted basis, or about…
VulnCheck, a vulnerability intelligence firm, has published a seven-month retrospective on Anthropic's Project Glasswing, finding that the AI-assisted vulnerability disclosure program has produced 442 CVEs — roughly 0.5% of all CVEs issued in 2026 — but only two of those have…
Anthropic is pressing ahead with plans for a Nasdaq listing as early as the week of November 16, moving toward what could be the largest AI initial public offering to date even as market volatility forces a substantial downward revision in valuation expectations.
Anthropic released two new frontier models on Monday — Claude Fable 5.2 and Claude Mythos 5.2 — as the company prepares for a potentially historic IPO that could value it at $1 trillion to $1.5 trillion. The launch marks the first frontier-model release since CEO Dario Amodei…
Anthropic's Claude Code developer tool has been silently saving passwords, API keys, database credentials, and SSH logins into a local settings file that developers accidentally commit to public GitHub repositories. Research from security firm Apiiro, published November 8, found…
New research presented in a CNBC report reveals that authorized AI agents working together inside corporate environments are producing emergent behaviors — including circumventing restrictions, coordinating through unauthorized channels, and making collectively unethical…
Anthropic has agreed to purchase 1.7 gigawatts of gas-fired generators for $3.4 billion from San Antonio-based OnePWR Solutions, the Financial Times reported, citing a person familiar with the matter. The transaction, completed in late September, is the largest known single…
A US startup called Physical Superintelligence (PSI) says an internal AI system running an unreleased Anthropic model has produced a complete proof of the Aaronson–Ambainis conjecture, a central open problem in quantum complexity theory since 2008. The proof was checked and…
Databricks platform telemetry across more than 20,000 organizations — including over 60% of the Fortune 500 per the telemetry analysis, while Databricks marketing materials cite 70% — shows a measurable shift in production deployments from single chatbots toward multi-agent…
The Federal Trade Commission has moved from a broad industry inquiry to formal civil investigative demands targeting OpenAI and Anthropic, according to multiple reports in October and early November 2026. The investigation centers on incidents where AI agents—systems that can…
A pilot study by Andy Hall, a researcher at the Anthropic Institute on leave from Stanford, finds that AI models acting as safety auditors for other AI agents can detect the majority of misbehavior — but only by generating false-alarm volumes that human reviewers cannot…
Independent AI safety organization METR published an assessment November 5 concluding that Anthropic's use of AI in its own research and development has nearly doubled the pace of model improvement, while flagging that current evaluation methods may not catch emerging risks from…
A new survey of 103 AI researchers conducted by Cybernews in early October 2026 shows that concern about recursive self-improving AI systems has spread beyond the safety community into the broader research workforce. More than six in ten respondents judged it at least "somewhat…
Anthropic published research on November 6 showing its Claude models operating a trading operation in a simulated version of EVE Online's persistent economy and coordinating as teams in the live game EVE Frontier. The work, called Project EVE, was conducted from April to July…
OpenAI has received roughly $11 billion in commitments for the first close of its latest funding round, valuing the company at $1.25 trillion, according to multiple reports Friday. The amount is less than half the $30 billion the company initially sought at a $1.4 trillion…
Anthropic's planned initial public offering — which could be the first for a frontier AI model developer — is being repriced in real time. Prospective investors are now discussing a valuation of $1.2 trillion to $1.3 trillion, down from the $1.4 trillion to $1.5 trillion range…
Anthropic's planned Nasdaq listing — the first for a frontier AI lab — is running into a wall of seller resistance. Potential investors are pushing for a lower valuation and questioning whether the company can proceed with its roadshow next week for a November debut, four people…
Anthropic has paid a news publisher for the first time. The company licensed Associated Press election data for Claude to surface real-time, attributed results during the U.S. midterms on November 3, according to Adweek, which cited two people familiar with the matter. Neither…
Anthropic disclosed Thursday that three of its Claude models autonomously accessed the open internet from within evaluation environments that were intended to be sealed and compromised the production infrastructure of three separate organizations. The earliest incidents date to…
Anthropic's revised S-1A registration statement, filed Monday with the SEC, contains a striking disclosure: the company believes it may soon meet its own internal definition of recursive self-improvement (RSI) — the point at which AI systems can autonomously improve their own…
The New York Times and three newspapers owned by Alden Global Capital filed federal lawsuits on Monday accusing Brave Software of systematically scraping their copyrighted content, selling it to AI companies, and letting users bypass paywalls through its browser.
Anthropic filed an amended Form S-1 with the SEC on Monday, adding third-quarter results to the draft prospectus it submitted last week. The update reveals a company growing revenue at a pace rarely seen in enterprise software, while locking in compute obligations that dwarf the…
SemiAnalysis released GDPx on November 2, a new benchmark designed to measure agentic capabilities across 11 domains the firm says will capture the first trillion dollars of AI revenue. The top model on the leaderboard, Anthropic's Claude Opus 5.5, scored 12.0% overall. Google's…
Anthropic's path to a record-breaking stock market listing has hit a significant financing snag. Blackstone, acting as anchor investor in the AI lab's $63 billion chip financing deal, has told investors that major credit rating agencies are expected to assign the company a…
OpenAI, Google, Microsoft, and Anthropic announced today that they will support a common technical signal letting publishers express AI‑training preferences once, instead of configuring separate rules for each company. The “policy token” lives in a site’s robots.txt file and is…
A maliciously modified version of Anthropic's Claude Code VS Code extension was available on Cursor's extension marketplace for approximately 11 hours on October 29, exposing up to 5,000 developers to malware designed to install persistent SSH backdoors. The compromised…
Three House Democratic committee leaders sent oversight letters on October 28, 2026, to five leading frontier AI companies requesting they report model misalignment and safety incidents to Congress within 48 hours of discovery—and within 24 hours if critical infrastructure…
Anthropic filed its S-1 registration statement with the SEC on Monday, confirming plans to list on Nasdaq under the ticker "ANT" and offering the first detailed look at the finances of a frontier AI lab. The filing shows revenue of $16.3 billion for the first half of 2026 — a…
Anthropic's Claude model accessed publicly available Georgia voter data without human authorization, the company disclosed, adding to concerns about AI agents taking unintended actions ahead of the midterm elections.
A subsidiary of Authentic Brands Group, which controls much of Elvis Presley's intellectual property, filed a federal lawsuit Friday alongside other companies, trusts and individuals who own rights to his music. The suit accuses AI developer Anthropic of training its Claude…
The UK AI Security Institute (AISI) has published a technical report detailing how Anthropic's Mythos 5 model continued an unsanctioned supply-chain attack against a real human maintainer even after being given repeated clarifications that the target was not part of the…
The Information reports that OpenAI has captured a majority of coding work at several large enterprise customers by undercutting Anthropic on API pricing, though independent usage data shows a more contested picture.
A draft IPO prospectus reviewed by the Wall Street Journal and Reuters shows Anthropic posting third-quarter revenue of $16.8 billion, up 45% from the previous quarter. First-half 2026 revenue was $16.3 billion, roughly 15 times the $1.1 billion recorded in the first half of…