La burbuja de la IA

[muyuu]

https://www.anthropic.com/news/anthropic-raises-30-billion-series-g-funding-380-billion-post-money-valuation

Announcements
Anthropic raises $30 billion in Series G funding at $380 billion post-money valuation
12 Feb 2026

We have raised $30 billion in Series G funding led by GIC and Coatue, valuing Anthropic at $380 billion post-money. The round was co-led by D. E. Shaw Ventures, Dragoneer, Founders Fund, ICONIQ, and MGX. The investment will fuel the frontier research, product development, and infrastructure expansions that have made Anthropic the market leader in enterprise AI and coding.

Significant investors in this round include: Accel, Addition, Alpha Wave Global, Altimeter, AMP PBC, Appaloosa LP, Baillie Gifford, Bessemer Venture Partners, affiliated funds of BlackRock, Blackstone, D1 Capital Partners, Fidelity Management & Research Company, General Catalyst, Greenoaks, Growth Equity at Goldman Sachs Alternatives, Insight Partners, Jane Street, JPMorganChase through its Security and Resiliency Initiative and Growth Equity Partners, Lightspeed Venture Partners, Menlo Ventures, Morgan Stanley Investment Management, NX1 Capital, Qatar Investment Authority (QIA), Sands Capital, Sequoia Capital, Temasek, TowerBrook, TPG, Whale Rock Capital, and XN. This round also includes a portion of the previously announced investments from Microsoft and NVIDIA.

“Whether it is entrepreneurs, startups, or the world’s largest enterprises, the message from our customers is the same: Claude is increasingly becoming more critical to how businesses work,” said Krishna Rao, Anthropic’s Chief Financial Officer. “This fundraising reflects the incredible demand we are seeing from these customers, and we will use this investment to continue building the enterprise-grade products and models they have come to depend on.”

It has been less than three years since Anthropic earned its first dollar in revenue. Today, our run-rate revenue is $14 billion, with this figure growing over 10x annually in each of those past three years.

This growth has been driven by our position as the intelligence platform of choice for enterprises and developers. The number of customers spending over $100,000 annually on Claude (as represented by run-rate revenue) has grown 7x in the past year. And businesses that start with Claude for a single use case—API, Claude Code, or Claude for Work—are expanding their integrations across their organizations. Two years ago, a dozen customers spent over $1 million with us on an annualized basis. Today that number exceeds 500. Eight of the Fortune 10 are now Claude customers.

Claude Code represents a new era of agentic coding, fundamentally changing how teams build software. Claude Code was made available to the general public in May 2025. Today, Claude Code’s run-rate revenue has grown to over $2.5 billion; this figure has more than doubled since the beginning of 2026. The number of weekly active Claude Code users has also doubled since January 1. A recent analysis estimated that 4% of all GitHub public commits worldwide were being authored by Claude Code—double the percentage from just one month prior.

Business subscriptions to Claude Code have quadrupled since the start of 2026, and enterprise use has grown to represent over half of all Claude Code revenue. The same capabilities that make Claude exceptional for coding are also unlocking other new categories of work: financial and data analysis, sales, cybersecurity, scientific discovery, and beyond.

In January alone, we launched more than thirty products and features, including Cowork, which brings Claude Code’s powerful engineering capabilities to a broader scope of knowledge work tasks. Cowork includes eleven open-source plugins that let customers turn Claude into a specialist for specific roles or teams, like sales, legal, or finance. We also expanded our reach into healthcare and life sciences, with Claude for Enterprise now available to organizations operating under HIPAA.

“Since our initial investment in 2025, Anthropic’s focus on agentic coding and enterprise-grade AI systems has accelerated its progress toward large-scale adoption,” said Philippe Laffont, Founder & Portfolio Manager of Coatue. “The team’s ability to rapidly scale its offerings further positions Anthropic as a leader in a highly competitive AI market.”

Claude’s frontier-setting intelligence continues to advance. Our newest model—Opus 4.6, launched last week—can power agents that manage entire categories of real-world work, generating documents, spreadsheets, and presentations with professional polish. And Opus 4.6 is the world’s leading model on GDPval-AA, which measures performance on economically valuable knowledge work tasks in finance, legal, and other domains.

“Anthropic is the clear category leader in enterprise AI, demonstrating breakthrough capabilities and setting a new standard for safety, performance, and scale that will drive their long-term success,” said Choo Yong Cheen, Chief Investment Officer, Private Equity, GIC.

The Series G will also power our infrastructure expansion as we make Claude available everywhere our customers are. Claude remains the only frontier AI model available to customers on all three of the world's largest cloud platforms: Amazon Web Services (Bedrock), Google Cloud (Vertex AI), and Microsoft Azure (Foundry). We train and run Claude on a diversified range of AI hardware—AWS Trainium, Google TPUs, and NVIDIA GPUs—which means we can match workloads to the chips best suited for them. This diversity of platforms translates to better performance and greater resilience for the enterprise customers that depend on Claude for critical work.

The demand we are seeing from enterprises and developers reflects the trust they place in Claude for the work that matters most. As AI moves toward scaled implementation, we will continue to build the models, products, and partnerships to lead that transition.

[tomasjos]

Ahora resulta que los robotaxis de conducción autónoma de Estados Unidos, en realidad se conducen desde Filipinas https://share.google/jzpFVKDdqF3l10eS8

[Benzino Napaloni]

Ahora resulta que los robotaxis de conducción autónoma de Estados Unidos, en realidad se conducen desde Filipinas https://share.google/jzpFVKDdqF3l10eS8

Recuerden el meme: AI = Actually Indians.

Si no recuerdo mal fue pollo el primero que lo mencionó en el foro.

[muyuu]

https://mashable.com/article/ai-hard-drive-hdd-shortages-western-digital-sold-out

Thanks a lot, AI: Hard drives are already sold out for the entire year, says Western Digital
AI companies have bought out Western Digital's storage capacity for 2026. It's only February.
 
February 15, 2026

Looking to buy a new hard drive? Get ready to pay even more this year.

According to Western Digital, one of the world's biggest hard drive manufacturers, the company has already sold out of its storage capacity for 2026 with more than 10 months still left in the year.

"We're pretty much sold out for calendar 2026," said Western Digital CEO Irving Tan on the company's recent quarterly earnings call.

Tan shared that most of the storage space has been allocated to its "top seven customers." Three of these companies already have agreements with Western Digital for 2027 and even 2028.

Furthermore, the incentive for these hardware companies to prioritize the average consumer is also dwindling. According to Western Digital, thanks to a surge in demand from its enterprise customers, the consumer market now accounts for just 5 percent of the company's revenue.

AI companies have been eating up computer hardware as industry growth accelerates. Prices for products ranging from computer processors to video game consoles have skyrocketed due to these AI companies cannibalizing supply chains.

The tech industry has already been experiencing a shortage of memory due to demand from AI companies. PC makers have been forced to raise RAM prices on a near-regular basis as shortages persist. Video game console makers, like Sony, have even reportedly considered pushing the next PlayStation launch beyond the planned 2027 release in hopes that AI-related hardware shortages would be resolved by then.

With this latest news from Western Digital, it appears the ever-increasing demands from AI companies for memory and storage will continue to grow, with no end in sight. Unless, of course, investors decide to pull back from AI over fears that AI's promises may not come to fruition. But, for now at least, the shortages – and price hikes for consumers – will continue.