Yesterday, OpenAI revealed that ChatGPT had hit 200 million weekly active users, twice the number that it had a year ago, per reporting from Axios. The user update came just after the news broke that OpenAI was looking to raise at a $100 billion valuation, in a round led by Thrive Capital but with potential investment from major players like Apple, Microsoft, and Nvidia.
Napkin math: at the proposed valuation, OpenAI would be worth ~$500 per active user.
Anthropic has been hiring a team of executives with a very particular set of skills — building huge data centers. The Information is reporting that Anthropic may be planning to build up to 10 gigawatts of AI computing capacity over several years.
According to the report, Anthropic has hired several former Google executives with deep experience building data centers, which aligns with Anthropic’s heavy use of Google’s tensor processing units.
10 gigawatts would be incredibly expensive. OpenAI executives reportedly have said that building a 1-gigawatt data center costs about $50 billion — putting the cost of 10 gigawatts in the ballpark of $500 billion. But Anthropic told investors it would only spend $180 billion on AI computing servers through 2029, according to the story.
In November, Anthropic announced a deal with Fluidstack to build its first data centers, based in New York and Texas, investing $50 billion in the projects. Anthropic is racing alongside OpenAI to pull off an IPO later this year.
10 gigawatts would be incredibly expensive. OpenAI executives reportedly have said that building a 1-gigawatt data center costs about $50 billion — putting the cost of 10 gigawatts in the ballpark of $500 billion. But Anthropic told investors it would only spend $180 billion on AI computing servers through 2029, according to the story.
In November, Anthropic announced a deal with Fluidstack to build its first data centers, based in New York and Texas, investing $50 billion in the projects. Anthropic is racing alongside OpenAI to pull off an IPO later this year.
The competition between OpenAI and Anthropic continues to intensify. Last night during the Super Bowl, a comedic Anthropic ad poked fun at OpenAI’s plans to add advertisements to ChatGPT, something it says it will not do to its Claude chatbot. And both companies released new models last week with improved coding capabilities.
In case OpenAI employees were beginning to sweat from all the pressure, CEO Sam Altman sought to assure the team that the company has gotten its mojo back.
According a new report from CNBC, Altman told employees in an internal Slack group that the company is “back to exceeding 10% monthly growth” and is seeing “insane” growth in its Codex coding tool.
A chart circulated among OpenAI employees shows that this new tool is winning market share from Claude Code, per a screenshot viewed by CNBC.
Per the report, Altman said another new model was coming this week. The company is reportedly working on what could end being a $100 billion investment round.
In case OpenAI employees were beginning to sweat from all the pressure, CEO Sam Altman sought to assure the team that the company has gotten its mojo back.
According a new report from CNBC, Altman told employees in an internal Slack group that the company is “back to exceeding 10% monthly growth” and is seeing “insane” growth in its Codex coding tool.
A chart circulated among OpenAI employees shows that this new tool is winning market share from Claude Code, per a screenshot viewed by CNBC.
Per the report, Altman said another new model was coming this week. The company is reportedly working on what could end being a $100 billion investment round.
Alphabet is preparing a roughly $15 billion US investment-grade bond sale, Bloomberg reports, citing people familiar with the deal. The offering is expected to be split into as many as seven tranches, with initial price talk for the longest maturity — a 2066 bond — at about 120 basis points over Treasurys. JPMorgan is leading the sale alongside Goldman Sachs and Bank of America.
In a sign of just how attractive lending money to Alphabet is to investors, the bond sale has already attracted more than $100 billion in orders.
The sale follows Google parent Alphabet’s $17.5 billion US bond deal in November and underscores how even tech companies flush with cash are turning to the bond market to finance their huge AI ambitions. Alphabet expects its capital spending to balloon to $175 billion to $185 billion this year, as it races other tech giants shelling out record sums to get ahead in artificial intelligence. In 2025, the company’s total operating income was $129 billion.
In a sign of just how attractive lending money to Alphabet is to investors, the bond sale has already attracted more than $100 billion in orders.
The sale follows Google parent Alphabet’s $17.5 billion US bond deal in November and underscores how even tech companies flush with cash are turning to the bond market to finance their huge AI ambitions. Alphabet expects its capital spending to balloon to $175 billion to $185 billion this year, as it races other tech giants shelling out record sums to get ahead in artificial intelligence. In 2025, the company’s total operating income was $129 billion.
The European Union threatened Meta with “interim measures” if it continues to block rival AI assistants from operating on WhatsApp, escalating regulatory pressure on the company’s strategy in Europe. Meta said there was “no reason for the EU to intervene in the WhatsApp Business API,” arguing that its policy does not stifle competition because WhatsApp is not a “key distribution channel” for chatbots.
The dispute comes as Europe seeks to reduce its reliance on US technology companies by fostering homegrown alternatives. Europe accounted for roughly a quarter of Meta’s total advertising revenue last quarter, underscoring the region’s importance to the company’s business.
The case could test how far EU regulators are willing to go to prevent Big Tech firms from favoring their own AI tools inside widely used platforms — a stance that could ultimately reshape how AI services are distributed and monetized across Europe.
The dispute comes as Europe seeks to reduce its reliance on US technology companies by fostering homegrown alternatives. Europe accounted for roughly a quarter of Meta’s total advertising revenue last quarter, underscoring the region’s importance to the company’s business.
The case could test how far EU regulators are willing to go to prevent Big Tech firms from favoring their own AI tools inside widely used platforms — a stance that could ultimately reshape how AI services are distributed and monetized across Europe.
In June of last year, OpenAI CEO Sam Altman appeared in Abu Dhabi, UAE, alongside Nvidia CEO Jensen Huang to announce “Stargate UAE,” a project that includes a 1-gigawatt AI data center in Abu Dhabi, and a commitment to invest in the Stargate USA project.
OpenAI has announced that it is interested in jumping on the “sovereign AI” train, helping countries roll out their own AI services that reflect their own language, culture, and version of history.
Today, Semafor is reporting that OpenAI is in talks to develop a tailored version of ChatGPT for the UAE that would align with the kingdom’s conservative social laws and speech restrictions, such as disallowing discussion of LGBTQ+ content. The UAE-owned MGX investment firm is an investor in OpenAI.
The company announced its OpenAI for Countries initiative in May of last year, which aims to “help interested governments build sovereign AI capability in coordination with the U.S. government — rooted in democratic values, open markets, and trusted partnerships.”
The UAE is a monarchy with a history of human rights violations.
OpenAI has announced that it is interested in jumping on the “sovereign AI” train, helping countries roll out their own AI services that reflect their own language, culture, and version of history.
Today, Semafor is reporting that OpenAI is in talks to develop a tailored version of ChatGPT for the UAE that would align with the kingdom’s conservative social laws and speech restrictions, such as disallowing discussion of LGBTQ+ content. The UAE-owned MGX investment firm is an investor in OpenAI.
The company announced its OpenAI for Countries initiative in May of last year, which aims to “help interested governments build sovereign AI capability in coordination with the U.S. government — rooted in democratic values, open markets, and trusted partnerships.”
The UAE is a monarchy with a history of human rights violations.
