tech

Jon Keegan1/12/26

Anthropic rolls out health features, following OpenAI

Healthcare is turning out to be a key battleground as AI companies race to roll out new features in their quest to lure new users to their platforms.

Last week, OpenAI announced the launch of ChatGPT Health, in response to the 40 million health-related queries per day that the chatbot answers. The consumer-focused feature lets users connect health apps and upload medical records securely for the chatbot to analyze and explain.

Today Anthropic unveiled Claude for Healthcare, which offers similar features while also serving healthcare providers. The company described the new product as a “set of tools and resources that allow health care providers, payers, and consumers to use Claude for medical purposes through HIPAA-ready products.”

The company said the feature can be used by healthcare providers to speed up prior authorization requests, build stronger claims appeals, and coordinate patient care.

Patients can connect to systems to access their medical records and lab results, share health data securely from health apps, and “detect patterns” from health metrics.

Anthropic also expanded its existing Claude for Life Sciences product, enabling new connections to additional scientific platforms to support clinical trial management and regulatory work.

Advancing Claude in healthcare and the life sciences

Advancing Claude in healthcare and the life sciences

Today Anthropic unveiled Claude for Healthcare, which offers similar features while also serving healthcare providers. The company described the new product as a “set of tools and resources that allow health care providers, payers, and consumers to use Claude for medical purposes through HIPAA-ready products.”

The company said the feature can be used by healthcare providers to speed up prior authorization requests, build stronger claims appeals, and coordinate patient care.

Patients can connect to systems to access their medical records and lab results, share health data securely from health apps, and “detect patterns” from health metrics.

Anthropic also expanded its existing Claude for Life Sciences product, enabling new connections to additional scientific platforms to support clinical trial management and regulatory work.

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TSMC CEO on Tesla and Intel’s Terafab: “There are no shortcuts”

Tesla CEO Elon Musk has reportedly asked chip industry suppliers for his Terafab chipmaking project to move at “light speed” in an effort to help Tesla and SpaceX manufacture the AI chips they need.

On the company’s last earnings call Musk said chip supply would be the “limiting factor” for Tesla’s growth in about three or four years. During a presentation for the Terafab last month, Musk said, “We either build the Terafab or we don’t have the chips.” More established chipmaker Intel has since joined the effort.

Still, the world's largest chipmaker isn't convinced that “light speed” is physically possible. Speaking on an earnings call this morning, TSMC Chairman and CEO CC Wei offered a blunt assessment of the Terafab's ambitious timeline: “There are no shortcuts.” According to Wei, the physics of a modern foundry, which he says takes roughly five years to build and ramp, remains the ultimate speed limit, regardless of the customer's urgency. “That's a fundamental of the foundry industry,” he said.

Wei noted that Tesla remains a TSMC customer.

Alphabet’s 2015 investment in SpaceX is about to pay off handsomely with the company’s hotly anticipated IPO later this year, which is expected to be the largest in history.

Bloomberg reports that according to new financial filings, Alphabet’s investment could be worth up to $100 billion.

Google invested in SpaceX in 2015 when it, along with Fidelity, invested $1 billion in a round that valued SpaceX at $10 billion. At the end of 2025, Google owned just over 6% of SpaceX, per Bloomberg’s reporting on the more recent filings. That stake has likely been diluted due to SpaceX’s merger with xAI.

OpenAI pulls out of Stargate Norway, hands data center off to Microsoft

This is the third piece of Project Stargate that OpenAI is retreating from since a flurry of announcements last year.

Narvik, Norway

Barclays says autonomous couriers — think sidewalk robots and drones — could push delivery costs down to as little as $1 per order, from between $5 and $7 today and closer to $9 for traditional deliveries in high-labor-cost markets. If robots save $4 on every delivery, and enough companies start using them, the food delivery industry, including companies like DoorDash and Uber, could end up with $16 billion in extra profit every year, according to Barclays.

The catch: we’re nowhere near that world yet. Robots and drones handle less than 1% of deliveries today. Even by 2035, Barclays only sees penetration hitting around 10%.

Google’s Wing and Amazon have also been trying to crack last-mile product delivery — a reminder that this is part of a broader race to automate the most expensive leg of e-commerce.

Lyft is building the infrastructure robotaxis can’t avoid

The ride-hailing company is building an 80,000-square-foot Nashville warehouse where humans will help robotaxis with everything but driving.

Person working at Lyft Nashville warehouse

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