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Big Tech30 stories

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Anthropic16 storiesOpenAI12 storiesClaude3 storiesGoogle3 storiesDeepSeek2 storiesAlibaba1 story

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Hacker News AI16 storiesThe Information AI4 storiesBloomberg AI3 storiesTechCrunch AI2 storiesThe Decoder2 storiesThe Verge AI2 stories

Lead Story

Anthropic Strikes $13.7 Billion Compute Deal With Trump-Linked Rum Group

Anthropic has signed a computing deal worth $13.7 billion over six years with Rum Group, a company with roots in social media and long-standing ties to the Trump administration, according to a person familiar with the matter. The deal is the latest in a spate of cloud computing agreements Anthropic struck in the past year, with major cloud providers like Google, tech companies such as SpaceX and smaller neoclouds such as Nscale, amid skyrocketing demand for its Claude Code and Cowork products. The agreements total at least 14.8 gigawatts of compute capacity, costing as much as $517 billion over the next decade. The deal with Rum would add to that total.

The Information AI1:07 AMHeat 84
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The Information AI / 7:16 PM

Anthropic, OpenAI, Google Quietly Discussed an AI Safety Standards Body

Anthropic, OpenAI and Google have been holding discussions about working together to create a standards body for the AI industry, people familiar with the matter said, even before Anthropic CEO Dario Amodei called on Saturday for AI companies to coordinate on testing and auditing the technology. OpenAI CEO Sam Altman, for his part, told staff at a companywide town hall meeting earlier this week that he supported a testing and auditing organization for the AI industry but believed that major AI labs would have to create a standards body on their own without the support of the U.S. government, a person familiar with the comments said.

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The Decoder / 3:03 PM

Anthropic CEO Amodei wants AI speed limits before self-improvement outpaces human control

Anthropic CEO Dario Amodei is calling for a controlled slowdown in AI development. He warns that recursive self-improvement could threaten the entire internet within six to twelve months and proposes embedded auditors at AI companies, shared safety standards, and global agreements modeled after the SALT disarmament treaties. His warning comes just ahead of what could be the largest initial public offering in history. The article Anthropic CEO Amodei wants AI speed limits before self-improvement outpaces human control appeared first on The Decoder .

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The Verge AI / 11:00 AM

OpenAI just wants to win

OpenAI has spent the last few years planting flags across the increasingly difficult terrain in mathematics. This week, it claimed one of its biggest prizes yet: a solution to a legendary Millennium Prize problem. In normal circumstances, this would have been celebrated as a historic achievement. Instead, many mathematicians have watched OpenAI's relentless advance with […]

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The Information AI / 3:00 PM

Nvidia’s Growing Dependence On a Few Big Customers

Nvidia CEO Jensen Huang has very good reason to try to develop new customers by investing in a variety of neocloud and AI firms. For all its success, Nvidia’s sales have become increasingly dependent on a handful of customers—some of which may cut back their purchases over time. That becomes clear when you look at its own disclosures going back several years, which specify how many customers account for more than 10% of sales. In the first half of this fiscal year, ending in July, three such customers were responsible for 44% of total sales. Last fiscal year, two customers accounted for 36% of total sales. Going back to fiscal 2023, Nvidia had no customers accounting for 10% or more of sales (see the chart below).

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The Information AI / 2:00 PM

Why Amazon and Microsoft Are Taking Communities’ Side Against Utilities

Amazon, Microsoft, Oracle and other AI data center developers are sweetening financial offers to municipalities and regulators to gain approval for new facilities. They’re also getting smarter about standing up for consumers against utilities that have proposed to make the public pay for some of the cost of handling new electricity loads. The tech giants still face years of local fights as activists ignore the money offered and ramp up their objections, but the companies are offering more tangible benefits instead of just refining their messages in information wars.

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The Decoder / 1:50 PM

How hackers used Claude for missiles, drone swarms, and surveillance, while Chinese labs mined it for training data

Anthropic's new threat intelligence report documents eight months of Claude abuse. Chinese AI labs like Alibaba's Qwen team, DeepSeek, and Moonshot AI relayed requests en masse or extracted training data, with Qwen alone accounting for more than 151 million exchanges. Actors also used Claude for missile software, autonomous kamikaze drones, and nationwide surveillance systems. The article How hackers used Claude for missiles, drone swarms, and surveillance, while Chinese labs mined it for training data appeared first on The Decoder .

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Latest story in this edition: 1:07 AM

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