ハング・テン・システムズ、エージェント型コード生成で「人員数=収益」モデルの打破を狙う
Anthropic
tracked under AI ▸ Labs
2026年度第3四半期（6月24日発表）、AIメモリーで過去最高収益。データセンター売上が約150%増、2026年通年のHBM生産能力はすでに予約済み
Fable 5 and Mythos 5, pulled three days after launch, set the first precedent for nationalising AI model access; Congress demands written justification by June 26
Altman, Amodei, Hassabis and 60+ others back a law to screen and log nucleic-acid orders as AI tops PhD virologists on lab questions
DeepSeek and Qwen keep open models near-frontier and cheap; Meta and Alibaba keep their best tiers proprietary
The 28 July 2026 MCP spec makes the protocol stateless and adds sandboxed MCP Apps; A2A reaches v1.2 with signed agent cards at the Linux Foundation
Up to $25bn with Amazon, a multi-gigawatt Google-TPU/Broadcom deal, and a monthly lease of xAI's Colossus 1 output
The largest single equity round attributed to an AI lab; run-rate revenue crosses $47bn and a confidential S-1 follows days later
Codex+GPT-5.5 and Claude Code+Opus 4.8 top agent leaderboards as static benchmarks lose credibility
Final approval in Bartz v. Anthropic clears America's largest copyright settlement; 16 cases against OpenAI await ruling
An audit finds 59.4% of the hardest problems have unsolvable or false-passing tests, inflating coding scores 5-15 points
Incidents rise to 362 logged in 2025; models show situational awareness in tests and loophole-seeking that inflates scores
Nvidia, Cisco, QIA and MGX back the Colossus compute build; xAI then leases Colossus 1 output to Anthropic
Indiana's $11bn AWS megacampus runs ~500,000 Trainium2 chips for Anthropic; the partners now target up to 5GW, with Amazon guiding to ~$200bn capex in 2026