Anthropic has reportedly raised $65 billion in Series H funding, led by Altimeter Capital, Dragoneer, Greenoaks, and Sequoia Capital, bringing its post-money valuation to $965 billion. This valuation now technically surpasses OpenAI's most recent valuation of $852 billion, positioning Anthropic, known for Claude, ahead of OpenAI, known for ChatGPT, in terms of market worth among AI-first companies.

However, the article highlights several mitigating factors regarding these valuations, including the unproven long-term profitability of AI as a core business strategy. While Anthropic claims to have achieved an operating profit for one quarter, the accounting methods are unclear, and the company anticipates significant spending increases due to vast computing needs, such as commitments of hundreds of billions to companies like Amazon, Google, and Broadcom, and $1.5 billion per month to SpaceX.

The surge in Anthropic's revenue around early 2026 is attributed to an influx of enterprise clients, with "vibe coding" becoming a norm where products like Claude Code and OpenAI's Codex are perceived to reduce the need for junior coders. Small updates to Claude Code have reportedly had substantial impacts on the stock market, particularly for SaaS companies.

It's also noted that OpenAI's valuation is based on a funding round two months prior to Anthropic's, suggesting the comparison might not be entirely apples-to-apples. Both companies are privately held, leading to scattered and somewhat speculative price discovery.

Clarity is expected with potential IPOs; a New York Times article suggests OpenAI might file for an IPO "in the coming weeks" (possibly May 22), while Forbes indicates Anthropic's IPO could be "as soon as October." Public trading would provide real-time, transparent valuations.

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The content of this URL could not be accessed. Based on the article's title, it appears to be a review of Google's 24/7 AI assistant, Gemini Spark, with the author indicating that it is "actually pretty useful."

This suggests that the AI assistant likely functions as an AI agent, providing continuous support for users' daily tasks and information needs.

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The content of this URL could not be accessed. Based on the article's title, it indicates that SoftBank plans to invest up to €75 billion to build data centers in France.

This significant investment likely aims to bolster infrastructure for the growing demand in AI and other data-intensive technologies, contributing to the strengthening of digital infrastructure in Europe.

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