anthropic

According to market news: Anthropic plans to hold an IPO investor meeting in the coming weeks.

According to the Bloomberg Billionaires Index, DeepSeek founder Liang Wenfeng's net worth has risen to approximately $36 billion, more than doubling from about $16.7 billion previously, surpassing Anthropic co-founder Dario Amodei and OpenAI co-founder Greg Brockman.Previously, DeepSeek completed a $7.4 billion financing round in June 2026, with the company's valuation reaching $50 billion. Bloomberg estimates that Liang Wenfeng holds about 78% of DeepSeek's shares, and his wealth increase mainly comes from the rise in the company's valuation.

According to Bloomberg, Bitcoin mining company TeraWulf plans to raise approximately $3.5 billion, led by Morgan Stanley, to expand its Justified Data data center campus located in Hawesville, Kentucky.This financing will include leveraged loans and high-yield bonds, marking TeraWulf's first entry into the leveraged loan market, with plans to launch within this year. TeraWulf has previously signed a 20-year lease with Anthropic, with expected contract revenue of approximately $19 billion during the initial lease term, which also includes two five-year renewal options. The data center is expected to begin preliminary operations in the second half of 2027, with full construction completed by early 2028.

PPP market prediction tool monitoring shows that the "Anthropic highest valuation this year" prediction event data on Polymarket indicates that the probability of Anthropic reaching a valuation of $1.5 trillion by the end of 2026 has risen to 78%, up 47% in 24 hours; the probability of reaching $2 trillion has risen to 37%, up 19% in 24 hours.On June 1, Anthropic secretly submitted an S-1 registration statement draft to the U.S. SEC, officially starting the IPO process in the U.S. Recently, research institution SemiAnalysis released a report stating that Anthropic is expected to achieve $1 billion in GAAP operating profit in the third quarter of 2026, with an operating profit margin of 6%.

According to Decrypt, Bitcoin mining company TeraWulf has signed a 20-year lease with Anthropic to build an approximately 401 MW AI data center park at the Justified Data campus in Hawesville, Kentucky, USA, which is expected to generate about $19 billion in revenue.Under the agreement, the first phase of the campus is expected to go live in the second half of 2027 and reach full capacity in early 2028. TeraWulf stated that the lease is expected to receive investment-grade credit rating support. In addition, TeraWulf has sold its 50.1% stake in the Abernathy Joint Venture to a group led by partner Fluidstack, exiting its approximately $450 million investment at a premium.Following the announcement, TeraWulf's stock price surged nearly 14%, and the stock prices of Bitcoin mining companies such as IREN, Hut 8, and Cipher Digital also rose by more than 10%, respectively.

According to reports from South Korean media, Samsung Electronics' foundry business is accelerating its expansion in the global AI chip market. Following last year's acquisition of Tesla's AI chip orders, Samsung is currently advancing production cooperation for customized chips (ASIC) with Meta and Anthropic.It is reported that Meta is negotiating a next-generation ASIC design and production contract with Samsung worth over 10 trillion Korean won. Meta's third-generation AI accelerator "MTIA" plans to shift from TSMC to large-scale production using Samsung's advanced 2-nanometer process, with early chip architecture design being jointly conducted by Samsung's System LSI division to align with its rapid six-month development cycle. In addition, the American AI company Anthropic is also evaluating the use of Samsung's 2-nanometer process to develop exclusive ASICs, aiming to advance the internalization of its AI infrastructure.Industry insiders point out that with the influx of AI chip orders from global tech giants, along with ongoing negotiations for automotive chip foundry agreements with BYD, Samsung's foundry business is expected to approach a medium to long-term order reserve of 50 trillion Korean won, and is likely to turn a profit in operating income in the fourth quarter of this year.

According to reports from ZhDongxi, Alibaba announced today an全面 ban on the Claude series products under Anthropic. All employees are required to uninstall Agent products, including multiple series models such as Sonnet, Opus, Fable, and Claude Code. This ban will officially take effect on July 10. Previously, Alibaba had encouraged employees to freely use external models, including Claude, through a large reimbursement policy.Insiders pointed out that this "reverse ban" is closely related to a series of recent frictions between the two parties. In mid-June, Anthropic accused Alibaba of using a large number of fake accounts to conduct "industrial-grade model distillation attacks" in a letter to the U.S. Senate, and subsequently implemented large-scale account bans and other risk control measures targeting Chinese users. Additionally, developers recently exposed that Claude Code had previously embedded covert detection mechanisms in earlier versions, secretly collecting and tagging data from Chinese time zones and domain names of several Chinese tech companies, including Alibaba. Although Anthropic officials later acknowledged this "experimental" measure and announced its rollback and deletion in the latest version, it still sparked widespread controversy and a trust crisis within the industry.

According to the Financial Times, the U.S. government is in discussions with several AI companies and plans to introduce voluntary industry standards for the release of cutting-edge AI models as early as next week, to prevent advanced technologies from being misused by other countries. The standards will clearly define regulations regarding model performance benchmarks, release timelines, and domestic and international access permissions.Affected by recent tightening of regulatory policies, several leading AI companies have adjusted their operations. OpenAI has postponed the full release of GPT-5.6 at the government's request, allowing access only to a few partners that have passed qualification reviews; two top models from Anthropic have just had their export restrictions lifted after nearly three weeks; Google is also in close communication with the government while preparing a new generation of code models. Additionally, the report mentions that both OpenAI and Anthropic, which are currently under regulatory scrutiny, are actively preparing for their initial public offerings (IPOs).

Anthropic's latest Sonnet series masterpiece, Claude Sonnet 5, has officially been made available for developers through the B.AI API platform. This model has achieved breakthrough progress in code generation and complex agent tasks. With a 1M large context window and innovative adaptive thinking capabilities, Claude Sonnet 5 can more stably and efficiently manage large complex projects. At the same time, to meet the needs of different business scenarios, B.AI has taken the lead in the industry by launching a dual-channel access model of "official direct connection" and "self-selected service providers," fully assisting developers in flexibly balancing extreme performance and operational costs. Starting today, users can log in to the B.AI console to apply for an API key and quickly access the experience. For detailed technical guides and documentation, please refer to the B.AI official website.

According to Reuters, the U.S. Department of Commerce has officially lifted export controls on two AI models from Anthropic, Claude Fable 5 and Mythos 5, less than three weeks after the restrictions were imposed. Anthropic stated that access to the aforementioned models will be restored the following day.Previously, on June 12, Anthropic was forced to urgently take down the two models due to national security risks; on June 27, the U.S. government partially lifted the ban, allowing Mythos 5 to be accessible to certain "trusted" U.S. institutions. U.S. Secretary of Commerce Howard Lutnick stated that the government has closely collaborated with Anthropic over the past two weeks to complete the review and approval of Fable 5, ensuring it aligns with the overall stance of the U.S. government and strengthens the country's leadership position in the AI field.

The economic laboratory of the fintech company Ramp has released a new version of the Ramp AI Adoption Index report. Based on spending data analysis from over 70,000 U.S. enterprise customers, the adoption rate of enterprise-level AI for Anthropic increased by 2.5 percentage points to 41%, officially surpassing OpenAI, which slightly decreased to 39.5%, establishing a leading position in the field of commercial applications.The report focuses on analyzing the spending trends of top enterprises that "deeply adopt AI." Data shows that the top 1% of enterprises spend as much as $7,449 per employee per month on AI, with this figure still achieving a 14.1% increase last month; in contrast, the top 10% of enterprises have an average monthly spending of $611 per employee, while the median enterprise spends only $11.38 (approximately equal to the cost of a single basic subscription).Additionally, the research points out that enterprises that deeply apply AI do not experience "vendor lock-in" and generally adopt multiple cutting-edge large models, open-source platforms, and vertical AI solutions simultaneously. Although enterprises are beginning to experiment with more cost-effective models (such as DeepSeek) in the face of cost pressures, overall AI spending remains on an upward trend.

According to Jinshi reports, NVIDIA announced that Anthropic's Claude series models are now available on Microsoft's Azure NVIDIA GB300 Blackwell Ultra platform.

According to Reuters, the Austrian government has proposed that the EU consider bringing the AI company Anthropic into its territory to address the U.S. restrictions on foreign users accessing advanced AI models.In an open letter to the EU Commissioner for Technology, Austrian Secretary of State for Digitalization Alexander Proell called on the EU to jointly explore Anthropic's strategic layout and participation in Europe, and to provide it with legal protection, market access, and capital support. He emphasized that Europe must ensure it is not excluded from major technological innovations and strive to become the architect of the technological future rather than a passive recipient.It is reported that the European Commission proposed relevant legislation earlier this month aimed at boosting the local cloud computing, AI, and semiconductor industries to reduce dependence on U.S. tech giants. Currently, Anthropic has not responded to this proposal.

According to Bitcoin News, Dario Amodei, co-founder and CEO of Anthropic, stated to lawmakers in the U.S. Congress that the development of open-source AI is entering a "very dangerous path." Once powerful AI models are released in open-source form, developers will lose effective oversight over the usage of the models, including the inability to monitor abuse, revoke access, or dynamically update security mechanisms, thereby increasing potential risks.Dario Amodei mentioned that compared to closed model systems, fully open models are more difficult to implement continuous control over security governance, which may lead to irreversible abuse risks.