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Anthropic secures 3.5 gigawatts of Google TPUs as revenue soars to $30 billion run rate

Anthropic expanded its compute agreement with Google and Broadcom, securing 3.5 gigawatts of tensor processing unit capacity starting in 2027. The deal reflects explosive demand for Claude AI models, with the company's annualized revenue jumping from $9 billion to $30 billion in just three months. More than 1,000 business customers now spend over $1 million annually on Anthropic's services.

Technology22 sources

Anthropic secures 3.5 gigawatts of Google TPUs as revenue soars to $30 billion run rate

Technology22 sources

Broadcom secures long-term Google AI chips deal through 2031, expands Anthropic partnership

Broadcom has signed a multi-year agreement with Google to develop custom AI chips and components for next-generation AI racks through 2031. The chipmaker also expanded its deal with Anthropic, providing 3.5 gigawatts of AI computing capacity starting in 2027. The agreements cement Broadcom's position in AI infrastructure as demand for alternatives to Nvidia accelerates.

Technology11 sources

Broadcom secures long-term Google AI chips deal through 2031, expands Anthropic partnership

Technology11 sources

Intel bets billions on advanced packaging as Google and Amazon eye alternatives to TSMC bottleneck

Intel is in talks with Google and Amazon to provide advanced chip packaging services worth billions annually, positioning itself as an alternative to capacity-constrained TSMC. The chipmaker's CFO projects packaging revenue exceeding $1 billion, up from hundreds of millions, as AI demand creates a critical bottleneck in chip production. Intel's EMIB technology competes directly with TSMC's CoWoS as tech giants scramble for custom AI chip capacity.

Technology4 sources

Intel bets billions on advanced packaging as Google and Amazon eye alternatives to TSMC bottleneck

Technology4 sources

OpenAI faces internal turmoil as Sam Altman pushes IPO amid executive clashes and spending crisis

OpenAI is racing toward a potential IPO at an $852 billion valuation, but internal tensions are mounting. CEO Sam Altman wants to go public by Q4, while CFO Sarah Friar warns the company isn't ready. Executive departures, discontinued projects like Sora, and a bitter compute war with Anthropic reveal a company struggling to balance astronomical spending with revenue generation.

Business7 sources

OpenAI faces internal turmoil as Sam Altman pushes IPO amid executive clashes and spending crisis

Business7 sources

Apple Silicon Macs gain eGPU support for AI workloads as Apple approves TinyGPU driver

Apple has officially approved TinyGPU drivers from Tiny Corp, enabling AMD and Nvidia eGPU support on Apple Silicon Macs for the first time since the M1 launch. The drivers are designed exclusively for AI workloads, allowing users to run larger local AI models without bypassing system protections. Mac Mini owners running OpenClaw agents can now tap into external GPU power via Thunderbolt/USB4 connections.

Technology4 sources

Apple Silicon Macs gain eGPU support for AI workloads as Apple approves TinyGPU driver

Technology4 sources

TSMC revenue growth beats estimates as AI demand survives Middle East war disruption

Taiwan Semiconductor Manufacturing Co. reported a 35% quarterly revenue increase to $35.6 billion, signaling that global AI chip demand remained robust during the first weeks of Middle East conflict. The chipmaker for Nvidia and Apple is expected to post its fourth straight quarter of record profit with a 50% surge in net income, driven by insatiable demand for 3-nanometre technology and advanced packaging.

Business9 sources

TSMC revenue growth beats estimates as AI demand survives Middle East war disruption

Business9 sources

Anthropic blocks OpenClaw from Claude subscriptions, sparking controversy over third-party tools

Anthropic announced that Claude subscribers can no longer use OpenClaw and other third-party tools without paying extra, citing computational strain. The move, effective April 4, requires users to purchase separate API access or extra usage bundles. OpenClaw creator Peter Steinberger, now at OpenAI, was temporarily banned from Claude, intensifying debate over resource allocation and competition in the AI industry.

Technology18 sources

Anthropic blocks OpenClaw from Claude subscriptions, sparking controversy over third-party tools

Technology18 sources

Bitcoin Miner MARA Cuts 15% of Workforce After $1.1 Billion BTC Sale to Fund AI Pivot

MARA Holdings has laid off 15% of its workforce following a $1.1 billion Bitcoin sale, marking a strategic shift from pure-play mining to AI and energy infrastructure. The move reflects mounting pressure across the cryptocurrency mining sector, where companies are pivoting to high-performance computing amid declining profitability post-halving.

Business2 sources

Bitcoin Miner MARA Cuts 15% of Workforce After $1.1 Billion BTC Sale to Fund AI Pivot

Business2 sources

Microsoft unveils $10 billion Japan investment to build AI infrastructure and train engineers

Microsoft announced a four-year, $10 billion commitment to Japan, focusing on AI infrastructure development and cybersecurity partnerships. The tech giant will collaborate with SoftBank and Sakura Internet to expand computing capacity while training 1 million engineers by 2030, addressing Japan's projected shortfall of over 3 million AI and robotics workers by 2040.

Technology12 sources

Microsoft unveils $10 billion Japan investment to build AI infrastructure and train engineers

Technology12 sources

Microsoft pushes to develop state-of-the-art AI models by 2027 after ending OpenAI restrictions

Microsoft AI chief Mustafa Suleyman announced plans to develop cutting-edge AI models by 2027, marking a major shift toward AI self-sufficiency. The move follows a renegotiated OpenAI deal that previously barred Microsoft from building broadly capable models. However, computing power constraints mean the company still can't compete with frontier AI leaders like Anthropic and OpenAI.

Technology6 sources

Microsoft pushes to develop state-of-the-art AI models by 2027 after ending OpenAI restrictions

Technology6 sources

Sam Altman Opens Up About Sora Shutdown and Scrapping Disney's Billion-Dollar AI Partnership

OpenAI CEO Sam Altman broke his silence on shutting down Sora, the AI video generator that killed a $1 billion Disney partnership. In his first interview since the March announcement, Altman revealed the decision came down to scarce computing resources and avoiding addictive features, despite losing a major deal and disappointing partners.

Technology3 sources

Sam Altman Opens Up About Sora Shutdown and Scrapping Disney's Billion-Dollar AI Partnership

Technology3 sources

U.S. opens applications for companies to export full-stack AI systems worldwide

The Commerce Department launched a program inviting U.S. companies to submit proposals for delivering full-stack AI technology packages to international partners. Applications opened Wednesday and run through June 30, with approved companies receiving government financial incentives. The initiative aims to embed American AI deep into global digital infrastructure while addressing countries' demands for AI sovereignty on U.S. terms.

Policy2 sources

U.S. opens applications for companies to export full-stack AI systems worldwide

Policy2 sources

Half of US AI Data Centers Delayed as Power Infrastructure Supply Chain Collapses

Nearly half of planned US AI data centers for 2026 face delays or cancellation as critical power infrastructure shortages expose America's dependence on Chinese electrical components. Despite tech giants committing over $650 billion this year, tariffs and supply chain constraints are crippling the buildout, while growing community opposition adds another layer of resistance to Trump's AI ambitions.

Technology5 sources

Half of US AI Data Centers Delayed as Power Infrastructure Supply Chain Collapses

Technology5 sources

SpaceX and Google race to build AI data centers in space as scientists question the physics

SpaceX filed to launch up to 1 million satellites for orbital computing, while Google plans its Project Suncatcher test in 2027. The companies promise to solve AI's escalating electricity demands with solar-powered space data centers, but scientists warn of unresolved challenges in thermal management, radiation shielding, and economics that could make the vision unviable for years.

Technology7 sources

SpaceX and Google race to build AI data centers in space as scientists question the physics

Technology7 sources

Oracle data center secures $16 billion financing after months of investor pushback

Data center developer Related Digital is finalizing $16 billion in financing for a massive Oracle data center in Michigan, designed to power applications for OpenAI. The protracted negotiations reveal growing Wall Street concerns about Big Tech's debt-fueled AI splurge, with Blackstone cutting its equity investment by half and lenders demanding stricter lease terms before committing funds.

Business3 sources

Oracle data center secures $16 billion financing after months of investor pushback

Business3 sources

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