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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.

Jon Keegan

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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CHINA-US-DIPLOMACY

Anthropic really doesn’t want the US to help China with AI

Anthropic made its case for freezing China out of the AI race as much as possible in a new policy paper. The company warned that letting China catch up to US AI companies could risk AI-powered mass surveillance and huge risks to monitoring AI safety.

Jon Keegan5/15/26
Tesla Robotaxi

Tesla finally reported un-redacted information about its Robotaxi crashes

There have been a total of 17 crashes so far among its Texas Robotaxis. Read about them all here.

Rani Molla5/15/26
tech
Rani Molla

Alphabet sold $3.6 billion in Japanese yen bonds — a record for a foreign company — likely to help its AI capex binge

We now have the value for Alphabet’s Japanese yen bond raise — 576.5 billion yen, or $3.6 billion — and it’s a record for a foreign issuer in Japan. The deal was spread across seven tranches with maturities ranging from 3 to 40 years, allowing the company to lock in rates as low as 1.965%.

The latest deal comes on the heels of Alphabet’s massive US and European bond deals, where the company has tapped global markets for nearly $60 billion in fresh capital over the last few months. In a filing earlier this week, the search giant said it would use the proceeds for “general corporate purposes.” That likely means fueling its AI infrastructure build-out, which has pushed its projected 2026 capex bill to a staggering $190 billion.

tech
Rani Molla

Bloomberg: Relationship between OpenAI and Apple has deteriorated and legal action may be imminent

The two-year-old alliance between Apple and OpenAI has deteriorated, Bloomberg reports, with the AI giant now consulting legal counsel about issuing a potential breach of contract notice.

OpenAI executives allege that Apple failed to adequately integrate and promote ChatGPT on the iPhone, causing the AI firm to lose out on billions a year in subscriptions and hurt its brand, according to the report.

Meanwhile, Apple has expressed concerns over OpenAI’s privacy protection, and has been miffed that OpenAI has been working on its own hardware with former Apple design lead Jony Ive.

More recently, Apple, which has trailed its peers in developing AI, has decided to offer users their choice of AI models, rather than aligning exclusively with OpenAI’s.

Meanwhile, Apple has expressed concerns over OpenAI’s privacy protection, and has been miffed that OpenAI has been working on its own hardware with former Apple design lead Jony Ive.

More recently, Apple, which has trailed its peers in developing AI, has decided to offer users their choice of AI models, rather than aligning exclusively with OpenAI’s.

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