Anthropic says its first profitable quarter is here
| A curated AI news digest |
| AI the News That's Fit to Prompt |
| THURSDAY, MAY 21, 2026 · VOL. I, NO. 51 · 12 STORIES |
| Business · TechCrunch |
|
Anthropic Says Its First Profitable Quarter Is Here
Anthropic told investors Q2 revenue is on track to more than double to about $10.9 billion and deliver its first-ever operating profit. The disclosure landed the same day OpenAI signaled an IPO filing, sharpening the rivalry between the two leading AI labs. |
| Also in this issue |
|
Infrastructure The Stainless successor: SpaceX to charge Anthropic $1.25B/month for COLOSSUS compute |
|
Chips Jensen Huang says he found a 'brand new' $200B market , for Nvidia's first CPU |
|
Strategy Microsoft retools Copilot around Claude after a 34% stock slide |
|
Engineering Cole Medin breaks down Anthropic's agent harness playbook for big codebases |
|
Data College towns are beating Silicon Valley on AI adoption |
|
Workforce Sheryl Sandberg tells Gen Z the 10-year career plan is dead |
|
Finance xAI burned $6.4B last year , and the spending is far from over |
|
Earnings Nvidia posts another record quarter, reveals $43B of startup holdings |
|
Agents Google's Gemini Spark ships with broad data access and security gaps |
|
Opinion Ben Thompson: Google I/O, World Models, I/O Spaghetti |
| Plus: a wordsearch puzzle, today's cartoon on the death of the five-year plan, and the Big Picture digest with an 8-minute audio companion. |
| Read the Full Issue |
|
AI the News That's Fit to Prompt The stories that matter, minus the hype. |
Don't miss what's next. Subscribe to AI the News That's Fit to Prompt: