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CLAUDE COMPUTING

Anthropic gets into the data center business, pledging $50 billion

Buoyed by brisk business sales, Anthropic is investing in its first custom-built data centers, with sites in New York and Texas, partnering with Fluidstack.

After watching Meta, Amazon, xAI, and OpenAI spend billions on massive AI data centers, Anthropic is getting into the game.

Today the company announced a partnership with AI infrastructure specialist Fluidstack to build its first two data centers, one in New York and one in Texas, “with more sites to come.” The move to build its own, costly data centers comes after engaging in several large cloud computing partnerships. Anthropic recently announced a partnership with Google for cloud computing worth “tens of billions,” and has had a long relationship with major investor Amazon, including as a key customer for its massive Project Rainier data center.

Anthropic said the project will create about 800 permanent jobs and 2,400 construction jobs. The facilities are expected to come online in 2026.

In a press release, the company said:

“The scale of this investment is necessary to meet the growing demand for Claude from hundreds of thousands of businesses while keeping our research at the frontier. We’ll continue to prioritize cost-effective, capital-efficient approaches to achieving this scale as our growth continues.”

The announcement also name-checked the Trump administration’s AI Action Plan. This is noteworthy, as Semafor recently reported that Anthropic’s resistance to allowing its Claude AI models to be used for surveillance was irking the White House.

Anthropic has reportedly boosted its internal revenue forecasts, as lower costs enabled by diversifying away from Nvidia chips have increased profit margins.

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Google’s Waymo has started letting passengers take the freeway

Waymo’s approach to robotaxi expansion has been slow and steady — a practice that has meant the Google-owned autonomous ride-hailing service that launched to the public in 2020 is only just now taking riders on freeways.

On Wednesday, Waymo announced that “a growing number of public riders” in the San Francisco Bay Area, Phoenix, and Los Angeles can take the highway and are no longer confined to local routes. The company said it will soon expand freeway capabilities to Austin and Atlanta. It also noted that its service in San Jose is now available, meaning Waymos can traverse the entire San Francisco Peninsula.

Waymo’s main competitor, Tesla, so far operates an autonomous service in Austin as well as a more traditional ride-hailing service across the Bay Area, where a driver uses Full Self-Driving (Supervised). On the company’s last earnings call, CEO Elon Musk said Tesla would expand its robotaxi service to 8 to 10 markets this year.

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Google rolls out Private AI Compute matching Apple’s AI privacy scheme

One of the barriers to people embracing AI in their daily lives is trust — making sure that the company that built the AI isn’t going to just spill your most sensitive info to advertisers and data brokers.

Google is announcing a new feature called Private AI Compute that takes a page from Apple to help assure users that Google will keep your AI data private.

In June 2024, Apple announced its Private Cloud Compute scheme, which ensures only the user can access data sent to the cloud to enable AI features.

While Apple’s AI tools have yet to fully materialize, Google’s new offering looks a lot like Apple’s. AI models on its phones process data in a secure environment, and when more computing is needed in the cloud, that security is extended to the cloud to be processed by Google’s custom TPU chips.

A press release said: “This ensures sensitive data processed by Private AI Compute remains accessible only to you and no one else, not even Google.”

In June 2024, Apple announced its Private Cloud Compute scheme, which ensures only the user can access data sent to the cloud to enable AI features.

While Apple’s AI tools have yet to fully materialize, Google’s new offering looks a lot like Apple’s. AI models on its phones process data in a secure environment, and when more computing is needed in the cloud, that security is extended to the cloud to be processed by Google’s custom TPU chips.

A press release said: “This ensures sensitive data processed by Private AI Compute remains accessible only to you and no one else, not even Google.”

315M

Amazon says it has 315 million monthly active viewers for its Prime Video ads, according to Deadline, up from 200 million in April 2024. The number comes just a week after Netflix said it had 190 million monthly active viewers.

The self-reported numbers have different methodologies. Netflix counts the number of ad-tier subscribers who’ve watched at least one minute of ads per month and multiplies that by its estimated household size. Amazon’s number represents an unduplicated average monthly active ad-supported audience across its programming from September 2024 through August 2025.

The services themselves also aren’t exactly comparable. Netflix charges $7.99 a month for its ad-supported tier, while Prime Video comes bundled as part of Amazon Prime — and now automatically comes with ads unless consumers pay an extra $2.99 per month to remove them.

1.6M
Rani Molla

Chinese EV maker and Tesla competitor BYD could sell up to 1.6 million vehicles abroad next year, according to a new report by Citi published by Reuters. That’s potentially 60% more than the roughly 1 million vehicles BYD is expected to sell outside China this year. That’s also the same number analysts polled by FactSet expect Tesla to sell in total in 2025.

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