anthropic

Broadcom (AVGO.O) raised $60 billion to supply chips for Anthropic.

According to Cointelegraph, U.S. President Trump stated in an interview with Time magazine that the U.S. government may consider holding shares in OpenAI and Anthropic, taking a similar approach to its previous investment in Intel.When asked whether he would consider nationalizing cutting-edge AI companies like OpenAI and Anthropic, Trump explicitly denied it, but indicated that the government "might" consider taking a stake.

Insiders reveal that Anthropic plans to conduct a massive IPO before the Thanksgiving holiday, with IPO marketing potentially starting as early as the week of November 9.

Anthropic's IPO prospectus shows that Broadcom will provide up to $42 billion in loans for infrastructure spending financing.Anthropic may become Broadcom's largest customer for core chip design business next year.Broadcom is responsible for supplying hardware and also acts as a financing partner, which could lead to potential conflicts of interest.

During an event at the White House, AI giants like Nvidia and Meta questioned Anthropic CEO Dario Amodei's radical statements on AI risks. Amodei responded that the industry needs to accurately describe the capabilities and potential risks of AI models.This discussion took place during a meeting between Trump and AI company executives, focusing on promoting industry self-regulation mechanisms.

According to The Wall Street Journal, on September 30, Beijing time, U.S. President Trump had lunch with about 24 CEOs of technology companies and industry leaders, including Dario Amodei, CEO of AI company Anthropic, with whom he had previously had a strained relationship. Trump praised Amodei as "outstanding" and called NVIDIA CEO Jensen Huang "a handsome guy," and Google CEO Sundar Pichai "an impressive figure."The two sides had previously clashed over the military use of Anthropic's AI models. Trump reiterated his stance on relaxed regulation, while Amodei criticized this position and had previously warned that AI could pose serious risks to humanity, calling for a slowdown in development. The two met face-to-face for the first time last Sunday; on Tuesday, Amodei attended a White House lunch after meeting with Senate Majority Leader John Thune at the Capitol a day earlier.Thune and Senator Amy Klobuchar are pushing for a bill aimed at preventing catastrophic harm from AI. Amodei stated on Tuesday, "If we get this right, if we work with the president and everyone here, we can succeed while ensuring safety."

Jeffrey Park, Partner and Portfolio Manager at ParaFi Capital, stated that Anthropic should not proceed with an IPO based on current metrics. He mentioned that the power of American capitalism is built on a social contract: if humanity must bear its risks, the public should also share in its prosperity, rather than just footing the bill.Jeff Park pointed out that Anthropic is valued at $2 trillion but is held by only about 300 private investors. If it goes public, early growth profits will have already gone to a few private holders, while the public will have to bear the risks. In contrast, Meta is owned by over 5,000 institutions and millions of retail investors, with Facebook going public at a $100 billion valuation, allowing the public to share in a tenfold return after the IPO. He also noted that Anthropic's prospectus includes 80 pages of risk factors, warning that its technology could pose "catastrophic or existential risks." He argued that if these risks are real, the company should be partially nationalized rather than sold to retail investors; otherwise, it should remain private and self-finance until it achieves sustainable profitability.

On September 29, 2026, the Anthropic Frontier Red Team published a research article authored by Andrew Fasano, Marius Fleischer, Cole McFaul, Robert Xiao, and Tripp Gallagher. The article states that about five months ago, Anthropic released the Claude Mythos Preview through Project Glasswing in a limited manner, as it can autonomously construct end-to-end exploit capabilities; trusted defenders discovered over 10,000 vulnerabilities in critical software based on this, and similar capabilities have now spread to other models.The article mentions that the GLM-5.3 developed by ZhiPu AI (known overseas as Z.ai) is similar to the Claude Mythos Preview, possessing strong autonomous end-to-end exploit development capabilities, but it is released with open weights and lacks meaningful abuse restrictions. In simulated tests, the success rate of bypassing GLM-5.3 defenses using simple methods was about 64% to 100%, while the same methods failed to make the protected Claude model perform harmful tasks; these capabilities can also be used by defenders to strengthen systems.On September 17, 2026, the National Institute of Standards and Technology's Artificial Intelligence Standards and Innovation Center assessed that GLM-5.3 is currently the most powerful open-weight model in terms of network capabilities, lagging behind the U.S. frontier by about four months in its network benchmarks, and Anthropic stated that the capability conclusions are generally consistent.

Artificial intelligence startup Anthropic disclosed in its confidential IPO filing that it has signed an agreement with SpaceX to pay up to $84.5 billion for AI computing resources based on NVIDIA chips by 2029.The agreement can be terminated with 90 days' notice.

On September 29, B.AI announced that Anthropic's latest Sonnet model, Claude Sonnet 5.5, has officially launched on the platform. As a faster and lower-cost supplement to Claude Opus 5.5, Claude Sonnet 5.5 boasts an output speed increase of over 30%, with a maximum reduction in single-task costs of about 30%, aimed at clearly defined software engineering, everyday agent workflows, and professional document creation scenarios.This model supports image and PDF comprehension, can generate reports, presentations, spreadsheets, and UIs, and offers five adjustable reasoning intensities with a 1 million token context window, with no additional charges for long contexts. Currently, both the B.AI API and Web Chat have been synchronized and opened, allowing developers and users to directly access this new generation Sonnet model that balances speed, cost, and long context capabilities.

Citrini analyst Jukan cited Anthropic-related data from TickerTrends and expressed doubts. The data shows that as of September 24, 2026, Anthropic's annual recurring revenue (ARR) is approximately $76.8 billion, with a quarter-over-quarter increase of only 1.8%; OpenAI's annual recurring revenue is approximately $50.44 billion, with a quarter-over-quarter increase of 13.4%.Jukan believes that even based on this set of data, Anthropic's growth rate has clearly declined, OpenAI's growth is also slowing down, and he questions the reliability of TickerTrends data.

NVIDIA CEO Jensen Huang stated in an interview with CNBC's "Squawk Box" on Monday that training or learning with competitors' products is part of competition, and he refused to label AI model distillation as theft. When asked if distillation is not robbery, Huang said that it is competition. He mentioned that people can test others' products, and NVIDIA's products are sometimes taken apart to the bare bones to understand how they work; he would prefer that others do not learn from NVIDIA products, but competition makes everything better. If one does not want others to use their products, they can identify customers and discontinue services.U.S. officials have accused Chinese AI companies of using distillation, which involves training models with outputs from other models, extracting capabilities from U.S. systems. U.S. Treasury Secretary Scott Bansen stated in July that this practice is theft and threatened to impose sanctions on overseas companies that utilize distillation to extract capabilities from U.S. models. The White House did not immediately respond to CNBC's request for comment, and U.S. officials are considering measures against overseas companies that use distillation.Earlier this month, the U.S. Cybersecurity and Infrastructure Security Agency accused Chinese AI companies of conducting industrial-scale knowledge distillation activities, violating the terms of use for U.S. companies. AI company Anthropic stated earlier this month that it found Alibaba's Qwen series models and DeepSeek engaging in illegal distillation. The Chinese side denied these accusations.

Anthropic warned investors in its IPO prospectus that its artificial intelligence technology could pose existential risks to humanity. The company detailed risk factors in its S-1 filing, dedicating nearly one-third of the document to potential risks, including the possibility that AI models may exhibit manipulative, extortionate, and unpredictable behaviors.Anthropic is expected to land on Nasdaq this fall, potentially becoming one of the highest-valued IPOs in history.

Anthropic disclosed in its IPO prospectus that its revenue for the fiscal year 2025 is expected to be $4.59 billion, a year-on-year increase of 1,088%, but it is facing an operating loss of over $8 billion. The company warned that many large clients have not signed long-term contracts and may cut spending in the future. As of the end of 2025, it holds a total of $20.28 billion in cash and short-term investments, planning to invest $518 billion in areas such as cloud computing over the next year.

According to a report by Reuters, the prospectus shows that Anthropic has proposed a development plan for transformative artificial intelligence technology aimed at IPO investors.The prospectus also indicates that Anthropic's revenue for the fiscal year 2025 is projected to be $4.59 billion, a year-on-year increase of 1,088%.

Market news reports that Anthropic is collaborating with NVIDIA (NVDA.O) to conduct research on AI safety.