Anthropic

행텐 시스템스, AI 에이전트 코드 생성으로 인원수=매출 공식 타파에 베팅

2026 회계연도 3분기, AI 메모리 주도 기록적 매출; 데이터센터 매출 약 150% 성장; 연간 HBM 생산 캐파 이미 완판

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