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BIG TECH
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Half of USA AI Data Centers Delayed or Cancelled
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Anthropic Surpasses Combined ARR of Three Major Tech Companies
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Anthropic added the combined ARR of Palantir, Anduril, and Databricks—in one month.
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Anthropic’s Revenue Surges to $30B in 15 Months
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$1B to $30B in 15 months 🤯 Anthropic (@AnthropicAI) Our run-rate revenue has surpassed $30 billion, up from $9 billion at the end of 2025, as demand for Claude continues to accelerate. This partnership gives us the compute to keep pace. Read more: anthropic.com/news/google-br… — https://nitter.net/AnthropicAI/status/2041275563466502560#m
→ View original post on X — @ceobillionaire, 2026-04-07 00:17 UTC
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Google’s AI Strategy: Investing in Anthropic Over Gemini Development
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It's so curious to me, doesn't look like Google is serious about AI. They've been investing in Anthropic for years, selling them TPUs, and basically diverting resources from Gemini while it is cracking under capacity constraints. Imagine OpenAI selling capacity to their core
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Gemma4 INT4 Models Now Available on Hugging Face
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🚩Gemma4 INT4 models are now available! @huggingface @GoogleAI @IntelAI huggingface.co/Intel/gemma-4… huggingface.co/Intel/gemma-4…
→ View original post on X — @clementdelangue, 2026-04-06 22:50 UTC
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Oracle’s Valuation Disconnect: From Software Vendor to Capital-Heavy Cloud Player
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This should be a juicy business school case study someday: Oracle’s financial profile as a business is totally changing but its stock valuation is still being treated by the Street as if it’s just a database software vendor. As Oracle goes deeper and deeper into sunk capital investment, and deeper in debt, the valuation has to go lower. New CFO for Oracle, brace for a new valuation Hilary Maxson is joining Oracle as CFO after nine years helping to run a company with a very different financial profile, Schneider Electric. The lower margin of Schneider is probably an accurate indicator of where Oracle is headed as a business as it takes on more and more debt to build a cloud AI empire. That business should be valued a lot less than Oracle’s traditional valuation — more like that of Schneider, in fact. thetechnologyletter.com $ORCL
→ View original post on X — @tiernanraytech, 2026-04-06 22:32 UTC
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Tracking 40000 people and 8300 companies on X platform
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I have mine watching 40,000 people and 8,300 companies here on X:
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Anthropic Reaches $30B ARR in Explosive Monthly Growth
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Breaking: Anthropic is now at $30B ARR. Up from $19B in February. That's $11B ARR added in one month. WAT.
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Anthropic’s Run-Rate Revenue Surpasses $30 Billion with Google Partnership
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Our run-rate revenue has surpassed $30 billion, up from $9 billion at the end of 2025, as demand for Claude continues to accelerate. This partnership gives us the compute to keep pace. Read more: anthropic.com/news/google-br…
→ View original post on X — @ceobillionaire, 2026-04-06 22:03 UTC
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Anthropic Signs Agreement with Google and Broadcom for TPUs
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We've signed an agreement with Google and Broadcom for multiple gigawatts of next-generation TPU capacity, coming online starting in 2027, to train and serve frontier Claude models. [Translated from EN to English]
→ View original post on X — @anthropicai, 2026-04-06 22:03 UTC