… Anthropic has been spending heavily to compete with OpenAI ChatGPT and Google Gemini , including long-term commitments for cloud infrastructure. Reuters recently reported Anthropic's annualized revenue is approaching $47 billion, driven largely by demand for Claude and Claude Code . …
… Google built Gemini , Anthropic built Claude and Microsoft integrated Copilot across its products. Even Elon Musk's xAI launched Grok . Now, the most valuable AI tools are increasingly moving away from answering questions and toward completing tasks. That's where Cursor comes in. …
… The Financial Times reported that the deal gives Anthropic access to more than 300 megawatts of compute capacity as AI companies scramble for the infrastructure needed to train and run their models. It's clear that AI is becoming an infrastructure race just as much as anything else. …