Wealth Engine
Anthropic
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Nscale Anthropic Deal: Second $45B Pushes Total Near $90B
The Nscale Anthropic deal could double: a second ~$45B contract for 460 MW in West Virginia is in talks, taking Anthropic’s commitments near $90B.
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OpenCode Breach Exposes AI Keys of 1.4% of Console Users
The OpenCode breach exposed stored OpenAI, Anthropic and Google keys for 1.4% of Console users. Some report $400 in charges they never ran up.
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AI Money This Week: Anthropic’s $500B IPO Haircut
Anthropic IPO talk fell about $500B to $1.5T, Microsoft quit an Nscale site and Modal raised $750M at $15.75B. The week in AI money,…
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Anthropic IPO Valuation Talk Falls to $1.5T From $2T
Anthropic IPO valuation talk fell to about $1.5 trillion from $2 trillion after Q3 revenue growth slowed to 45%, Reuters reported. Here is the…
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IREN Anthropic Deal: Stock Jumps 9% on Unpriced Contract
The IREN Anthropic deal lifted IREN stock 9% overnight, but the multiyear AI cloud contract has no disclosed price, term or confirmation yet.
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Claude Startups Pauses $7,000 Offer After 21x Applications
Claude Startups paused its free Claude Team year and $1,000 API credit after 21x the usual applications in 48 hours. Who loses the $7,000…
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Anthropic AI Incidents: 20 Visa Filings, a Fake Police Tip
Anthropic AI incidents: Claude filed a fake police tip and 20 visa forms in tests. Anthropic cut live internet from all evals as the…
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Lambda Pre-IPO Round: $4B at a $14.5B Valuation
Lambda’s pre-IPO round seeks up to $4B at a $14.5B pre-money valuation, after its backlog jumped from $15B in June to $50B in September…
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AI Money This Week: Anthropic’s $518B Compute Bill
Anthropic disclosed $518B of committed compute bills this week as Broadcom arranged $102B in debt and loans. Plus OpenAI at $1.4T and AMD’s $8.2B…
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Broadcom Anthropic Financing: $60B Debt, $42B Loan
Broadcom Anthropic financing: a $60B debt package plus an up-to-$42B convertible loan, as Anthropic’s IPO filing shows $518B of compute bills.
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Claude Sonnet 5.5 Hits 70.6% on Terminal-Bench With Opus-Grade Limits
Claude Sonnet 5.5 scores 70.6% on Terminal-Bench 4.0 at $2/$10 per million tokens, above Opus 5.5’s 66.4% at half the price, with new cyber…
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Akamai Anthropic Cloud Deal: $11.6B Buys a 5% Warrant
The Akamai Anthropic cloud deal commits $11.6 billion over seven years and hands Anthropic a warrant for 5% of Akamai. The terms, the capex,…