🚨 Anthropic's IPO filing shows $895B in compute and lease commitments
The FT reports that $447.5B of it lands by the end of 2030. That's roughly $105B a year, against about $67B of projected 2026 revenue.
The plan only works if Anthropic grows into a Microsoft-sized company, and the lease terms run 19 years.
The FT reports that $447.5B of it lands by the end of 2030. That's roughly $105B a year, against about $67B of projected 2026 revenue.
The plan only works if Anthropic grows into a Microsoft-sized company, and the lease terms run 19 years.
Ft
Anthropic reveals $900bn AI spending commitments ahead of IPO
Claude maker’s infrastructure costs rise faster than revenues, as investors scrutinise economics of AI boom
🤖 GitHub Agentic Workflows hit GA, and your automation is now a Markdown file
GitHub made it generally available on Free, Team and Enterprise. You describe the job in plain English (issue triage, CI failure analysis, doc updates, test writing), and it compiles to standard Actions YAML. It runs on your existing runners and policies, with Copilot or your own coding agent.
So the agent's permissions are just Actions permissions.
GitHub made it generally available on Free, Team and Enterprise. You describe the job in plain English (issue triage, CI failure analysis, doc updates, test writing), and it compiles to standard Actions YAML. It runs on your existing runners and policies, with Copilot or your own coding agent.
So the agent's permissions are just Actions permissions.
The GitHub Blog
GitHub Agentic Workflows generally available - GitHub Changelog
GitHub Agentic Workflows, an open source project from GitHub Next, is now generally available. With agentic workflows, you can automate reasoning-based tasks like issue triage, CI failure analysis, documentation updates,…
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🚨 Stolen AI API keys just ran up nearly $1M in charges at a single company
Google's threat intel team calls it LLMjacking. Attackers grab cloud credentials, run inference on the victim's bill or resell the access, and Mandiant saw fraudulent charges top $100K in a single day at some victims.
Google's threat intel team calls it LLMjacking. Attackers grab cloud credentials, run inference on the victim's bill or resell the access, and Mandiant saw fraudulent charges top $100K in a single day at some victims.
Google Cloud Blog
The Rise of LLMJacking: How Threat Actors Monetize Compromised Cloud and Model Resources | Google Cloud Blog
Mandiant reveals how LLMJacking attacks cost victims hundreds of thousands in fraudulent cloud bills, with underground markets targeting LLM credentials.
🚨 Gartner says open models can handle 90% of agentic work at one-twentieth the frontier price
The analyst firm's pitch to CIOs, per The Register, is to stop paying frontier rates for routine agent tasks. Open-weight models are more verbose and burn more tokens per task, which eats into that 20x gap unless you self-host.
The analyst firm's pitch to CIOs, per The Register, is to stop paying frontier rates for routine agent tasks. Open-weight models are more verbose and burn more tokens per task, which eats into that 20x gap unless you self-host.
theregister
Open models can do 90 percent of agentic work at a twentieth of the cost of a frontier LLM: Gartner
Models are commodities, harnesses are the valuable part
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🚨 Nvidia reportedly caps Chinese customers at 49% of a data center operator's business
Tom's Hardware reports that the rule applies globally, and Nvidia hasn't confirmed it.
• The limit is 49%, so at least 51% must be non-Chinese
• Operators outside China would have to check where customers come from
• Neoclouds renting out GPUs are the likely targets
A cap on China that's enforced through the landlords.
Tom's Hardware reports that the rule applies globally, and Nvidia hasn't confirmed it.
• The limit is 49%, so at least 51% must be non-Chinese
• Operators outside China would have to check where customers come from
• Neoclouds renting out GPUs are the likely targets
A cap on China that's enforced through the landlords.
Tom's Hardware
Nvidia tells data center operators to limit business from Chinese customers with new global restrictions, report claims — allegedly…
Cloud providers have been told that they must sell 51% of their services to non-Chinese companies for the first time.