S-1: Anthropic had $112.4B in cash and $19.3B in short-term investments on June 30, surpassing every non-bank US company except Berkshire Hathaway and Alphabet (Leslie Picker/CNBC)

S-1: Anthropic had $112.4B in cash and $19.3B in short-term investments on June 30, surpassing every non-bank US company except …

S-1: Anthropic spent ~$2.50 on compute and infrastructure for every $1 of revenue in Q1 2025, falling to under 50 cents in Q2 2026, as it seeks profitability (Financial Times)

S-1: Anthropic spent ~$2.50 on compute and infrastructure for every $1 of revenue in Q1 2025, falling to under 50 cents in Q2 20…

Sources: Broadcom CEO Hock Tan held 11th-hour talks and agreed to higher rates and loan guarantees to secure bank participation in the $63B Anthropic debt deal (Wall Street Journal)

Sources: Broadcom CEO Hock Tan held 11th-hour talks and agreed to higher rates and loan guarantees to secure bank participation …

Nvidia and Meta expand their Muse partnership, including Meta deploying more Vera Rubin and Vera CPUs; Nvidia will invest $3B in Meta's planned equity fundraise (Wall Street Journal)

Nvidia and Meta expand their Muse partnership, including Meta deploying more Vera Rubin and Vera CPUs; Nvidia will invest $3B in…

Elvis Presley's rightsholders sue Anthropic over 274 songs allegedly used to train its models, seeking $41M+; Anthropic says it disagrees and will defend itself (Derrick Bryson Taylor/New York Times)

Elvis Presley's rightsholders sue Anthropic over 274 songs allegedly used to train its models, seeking $41M+; Anthropic says…

A profile of former Google VP and Yahoo CEO Marissa Mayer, whose startup Dazzle is building an AI assistant to help non-tech enthusiasts with mundane tasks (Alexandra Alter/New York Times)

A profile of former Google VP and Yahoo CEO Marissa Mayer, whose startup Dazzle is building an AI assistant to help non-tech ent…

Data center tenants now demand $5M+ a day in late-delivery fees, up from $1M this spring, spawning new "delay-in-delivery" coverage from brokers like Marsh (Ann Davis Vaughan/The Information)

Data center tenants now demand $5M+ a day in late-delivery fees, up from $1M this spring, spawning new "delay-in-delivery&q…

The iTunes Store is re-emerging as a venue for big pop stars, including Taylor Swift, to hawk collectibles to superfans and bolster their chart positions (Tom Matsuda/Financial Times)

The iTunes Store is re-emerging as a venue for big pop stars, including Taylor Swift, to hawk collectibles to superfans and bols…

Sources: Apple tweaked macOS for its OLED touch MacBook Pro, due Wednesday, with a dynamic interface that adapts to whether touch or the trackpad was last used (Mark Gurman/Bloomberg)

Sources: Apple tweaked macOS for its OLED touch MacBook Pro, due Wednesday, with a dynamic interface that adapts to whether touc…

Lawmakers and Hill staffers in both parties say AI leaders are becoming a political liability as they swing between claims of prosperity and existential dangers (Maria Curi/Axios)

Lawmakers and Hill staffers in both parties say AI leaders are becoming a political liability as they swing between claims of pr…

An interview with Ciena CEO Gary Smith, a veteran of the 2001 telecoms crash, on AI demand outpacing supply for Ciena's optical networking chips, and more (Steven Rosenbush/Wall Street Journal)

An interview with Ciena CEO Gary Smith, a veteran of the 2001 telecoms crash, on AI demand outpacing supply for Ciena's opti…