Anthropic's Claude claws its way towards the top of AI chart
… Anthropic in February talked up its growing annual revenue run rate, now standing at $14 billion , as it celebrated raising another $30 billion to continue operating. …
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Usage-based billing muddles software vendor pricing
… With regard to the way that AI complicates billing for companies that use it in their products, the research points to PwC's 2026 CEO survey that found "only 30 percent of companies surveyed reported increased revenue from AI in the last 12 months." "The monetization opportunity exists, but it is c… …
SAP's grand cloud escape plan €2B short of the runway
… In 2022, then-CFO Luka Mucic told investors that for 2025, SAP wanted to see €8.5 billion in support revenues , down from around €11.5 billion in 2021, as users move from on-prem licenses and support to cloud subscriptions. …
Anthropic reveals $30bn run rate, plan to use new Google TPU
… Broadcom CEO Hock Tan recently shared his opinion that hyperscalers don’t have the skill to create custom accelerators and predicted Broadcom’s chip business will therefore win over $100 billion of revenue from AI chips in 2027 alone. …
Apple pushes Maps ads in free business bundle
… Apple isn't entirely forgoing revenue opportunities here: Apple Business comes with the option to purchase extra iCloud storage and support through AppleCare+ for Business. …
Unpacking the deceptively simple science of tokenomics
… "For the datacenters, inference tokens per watt translates directly to the revenues of the CSPs" cloud service providers , Nvidia CEO Jensen Huang reiterated during the company's most recent earnings call. …