2025-10-28
Wall Street Journal
6 related
A look at Anthropic's success in corporate AI, which makes up ~80% of its revenue; a July report put its enterprise API market share at 32%, above OpenAI's 25%
and it's all thanks to this one problem OpenAI can't solve Maria Garcia / Implicator.ai : Anthropic's finance push lands while revenue closes in on OpenAI Samreen Ahmad / Tech in Asia : Will India's t...
2025-01-25
Reuters
31 related
Mark Zuckerberg says Meta is planning to invest $60B to $65B in capex in 2025, will end the year with 1.3M+ GPUs, and plans to grow its AI teams “significantly”
Market: WE LOVE AI, DO AI THING — META: Sure thing, ploughing $40bn into capex this year — Market: wait not like that — First time we've seen a negative market reaction to the reality of AI unit...
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