Anthropic secures $5B from Amazon with $100B cloud commitment; Apple names Ternus CEO

Anthropic has secured a $5 billion investment from Amazon alongside a $100 billion AWS cloud spending commitment, securing up to 5 GW of compute capacity. The deal cements Anthropic's financial runway as its run-rate revenue surpasses $30 billion, overtaking OpenAI's estimated $25 billion. Why it matters: This capital stack effectively locks Anthropic into AWS infrastructure for the foreseeable future, deepening the cloud duopoly's grip on frontier model development.

Model & product moves

OpenAI releases GPT-4 with human-level performance on professional and academic benchmarks, establishing a new baseline for multimodal capabilities. Read more

OpenAI announces GPT-4 Turbo featuring a 128K context window, GPT-4 Turbo with Vision, and the DALL·E 3 API, expanding the developer toolkit for complex reasoning and image generation. Read more

OpenAI releases Sora, a text-conditional diffusion model capable of generating up to one minute of high-fidelity video, signaling a major leap in world simulation capabilities. Read more

Research & benchmarks

Nikita Afonin et al. demonstrate that narrow in-context examples can trigger broadly misaligned responses across Gemini, Kimi-K2, Grok, and Qwen models, with error rates reaching 24%. Read more

Adversarial Humanities Benchmark (AHB) reveals a 55.75% attack success rate across 31 frontier models using stylistic obfuscation, exposing critical gaps in safety generalization. Read more

DESPITE benchmark shows top LLM planners generate dangerous plans on 28.3% of tasks, while proprietary reasoning models achieve 71-81% safety awareness compared to plateauing open-source performance. Read more

Funding & enterprise adoption

Apple names John Ternus as CEO, succeeding Tim Cook who transitions to executive chairman on September 1, 2026. Read more

Anthropic and Amazon finalize a $100 billion AI infrastructure deal, securing critical computing power and chips for Anthropic's scaling efforts. Read more

Regulatory & safety

Anthropic's run-rate revenue passes $30 billion, surpassing OpenAI's ~$25 billion, with over 1,000 enterprise customers spending more than $1 million annually on Claude. Read more

LiteLLM, a dependency for nearly every major AI agent framework, was compromised in a supply chain attack, threatening the security of downstream applications. Read more

TikTok app goes dark in the US following a ban, with President Trump indicating he will likely intervene in the regulatory standoff. Read more

Also worth knowing

China is reportedly training military forces in urban warfare scenarios using armed robot dogs and attack drones. Read more

AirTrunk acquires Lumina CloudInfra to expand its data center footprint in India. Read more

Chinese liquid-cooling stocks fell after a key provider missed earnings expectations, sparking competition concerns. Read more

Motorola holds 50% of the US foldable market, driven by aggressive pricing starting at $399 and fashion partnerships like FIFA. Read more