Anthropic is exploring building its own AI chips as Claude revenues surge past $30 billion run rate
Anthropic is exploring building its own AI chips as Claude revenues surge past $30 billion run rate

The plans are early-stage and Anthropic may still decide to only buy chips rather than design them. The exploration comes days after the company signed a long-term deal with Google and Broadcom for 3.5 gigawatts of TPU compute starting in 2027. A compa…

Meta commits another $21 billion to CoreWeave, bringing total AI cloud spend to $35 billion
Meta commits another $21 billion to CoreWeave, bringing total AI cloud spend to $35 billion

In short: Meta has committed an additional $21 billion to CoreWeave for dedicated AI cloud capacity running from 2027 through December 2032, bringing the total value of the two companies’ infrastructure relationship to approximately $35 billion. The ne…

OpenAI pauses Stargate UK as energy costs and copyright rules block the path
OpenAI pauses Stargate UK as energy costs and copyright rules block the path

In short: OpenAI has paused its Stargate UK data centre project, citing the high cost of industrial electricity in Britain and an unfavourable regulatory environment around AI copyright. The project, announced in September 2025 alongside Nvidia and Nsc…

Google Cloud deepens AI infrastructure partnership with Intel across Xeon and custom chips
Google Cloud deepens AI infrastructure partnership with Intel across Xeon and custom chips

In short: Google Cloud and Intel have announced a deepened multi-year AI infrastructure partnership covering both CPU deployment and custom chip co-development. Google Cloud will continue adopting Intel’s Xeon 6 processors across its global infrastruct…

Amazon’s chip business could be worth $50 billion, Jassy says, and he hints it may sell them externally
Amazon’s chip business could be worth $50 billion, Jassy says, and he hints it may sell them externally

In short: Andy Jassy’s annual letter to shareholders, published on 9 April 2026, reveals that Amazon’s custom chip business, covering Graviton, Trainium, and Nitro, generates more than $20 billion in annualised revenue growing at triple-digit rates yea…

Oracle appoints Hilary Maxson as CFO to manage its $50 billion AI data centre push
Oracle appoints Hilary Maxson as CFO to manage its $50 billion AI data centre push

In short: Oracle has appointed Hilary Maxson, former executive vice president and group chief financial officer at Schneider Electric, as its new chief financial officer, effective 6 April 2026. Maxson reports to chief executive Clay Magouyrk and takes…

Demis Hassabis says Google DeepMind had to return to its startup roots after the Brain merger
Demis Hassabis says Google DeepMind had to return to its startup roots after the Brain merger

In short: Demis Hassabis, speaking on the 20VC podcast with Harry Stebbings in early April 2026, described how Google DeepMind has accelerated its pace over the past two to three years by merging Google Brain’s compute resources with DeepMind’s researc…

Workday’s CTO traded his C-suite title for a technical staff role at Anthropic
Workday’s CTO traded his C-suite title for a technical staff role at Anthropic

In short: Peter Bailis, who joined Workday as chief technology officer in May 2025, left the company last month and has taken a role as member of technical staff at Anthropic, where he will focus on reinforcement learning engineering. The move strips a…

Kia cuts EV target, confirms electric pickup, and plans to put Atlas robots in its Georgia factories
Kia cuts EV target, confirms electric pickup, and plans to put Atlas robots in its Georgia factories

In short: On the day that 25% US tariffs on South Korean imports took effect, Kia held its 2026 CEO Investor Day in Seoul and presented a plan built for a changed world: a quietly reduced EV sales target for 2030, a major expansion of its hybrid range,…

BILL lets enterprise suppliers collect from any SMB, even ones not on its platform
BILL lets enterprise suppliers collect from any SMB, even ones not on its platform

In short: BILL has expanded its Supplier Payments Plus product to let large enterprise suppliers accept card and ACH payments from any SMB customer, including those with no BILL account, converting paper checks into digital transactions automatically a…