Anthropic's amended IPO filing shows compute taking 58 percent of revenue last quarter, up from 48, with revenue per dollar of compute down to 1.72x - and Broadcom agreeing to absorb up to $43BN of losses if Anthropic defaults on its $63BN chip lease.

METR's high-access audit puts Anthropic's benchmark gains 1.9 times faster since October 2025 - two years of progress in one - and judges AI use the likely majority cause, though Anthropic redacted most of the evidence as competitively sensitive.

Published the morning after voters blocked data centers in nearly 40 jurisdictions: OpenAI will pay the full cost of power, publish site-level water and electricity use, commission independent noise studies and stop asking public officials to sign NDAs - at campuses it owns and operates.