This issue covers news from April 7 to April 11, 2026. Anthropic Surpasses OpenAI with $30B ARR Source: https://www.latent.space/p/ainews-anthropic-30b-arr-project Anthropic announced on April 7 that its annualized recurring revenue has crossed $30 billion. Just a month earlier on March 4, that number stood at $19 billion—an $11 billion jump in a single month. For comparison, OpenAI’s ARR sits at approximately $25 billion. Anthropic has officially overtaken OpenAI in revenue scale.

CoreWeave Signs $21 Billion AI Cloud Agreement with Meta Source: https://www.coreweave.com/news/coreweave-and-meta-announce-21-billion-expanded-ai-infrastructure-agreement CoreWeave announced an expanded long-term agreement with Meta Platforms to provide AI cloud capacity through December 2032 for approximately $21 billion. This marks the second major deal between the two companies, following a $14.2 billion agreement signed last September. The dedicated capacity will be deployed across multiple locations and will include some of the first deployments of the NVIDIA Vera Rubin platform. This distributed approach is designed to optimize performance, resilience, and scalability for Meta’s AI operations.

This issue covers news from April 5 to April 8, 2026. Anthropic Launches Project Glasswing, Claude Mythos Discovers Thousands of Zero-Day Vulnerabilities Source: https://www.anthropic.com/glasswing Anthropic unveiled Project Glasswing, a security initiative developed in partnership with major tech companies. Claude Mythos Preview autonomously identified thousands of zero-day vulnerabilities across major operating systems and browsers. These capabilities will be used to detect and fix security vulnerabilities at scale. Anthropic plans to develop safeguards and broaden industry cooperation to address security challenges in the AI era.

Yann LeCun’s $1B Challenge to LLMs: AMI Labs Launches Source: https://amilabs.xyz/ Yann LeCun’s Advanced Machine Intelligence (AMI Labs) officially launched after leaving Meta, raising $1.03 billion in a seed round at a $3.5 billion valuation. This is one of the largest AI seed rounds this year. LeCun left Meta in November after 12 years, telling Mark Zuckerberg he could build world models “faster, cheaper, and better” on his own. AMI’s systems aim to simulate how the physical world works, targeting manufacturing, robotics, wearables, and healthcare.

Shield AI Raises $2 Billion, Valuation Doubles to $12.7 Billion Source: https://www.nytimes.com/2026/03/26/business/dealbook/shield-ai-drones-aechelon-fund-raising.html Shield AI announced a $2 billion funding round today, bringing its valuation to $12.7 billion—more than double the $5.3 billion it reached just a year ago. Part of the proceeds will go toward acquiring Aechelon Technology, a smaller defense-tech startup specializing in simulation software. Shield AI’s flagship product is Hivemind, an AI-powered autonomous flight system that operates without GPS or remote control, enabling drones to make decisions in complex environments. The system is already deployed by military forces including Ukraine’s, with real-world battlefield experience feeding back into rapid technical iteration.

This issue covers news from March 14 to March 17. Nvidia Launches Vera CPU at GTC, Purpose-Built for Agentic AI Source: https://nvidianews.nvidia.com/news/nvidia-launches-vera-cpu-purpose-built-for-agentic-ai Nvidia unveiled the Vera CPU at GTC 2026, calling it the world’s first processor purpose-built for agentic AI and reinforcement learning. The headline numbers: twice the efficiency and 50% faster than traditional rack-scale CPUs. The context here is that agentic AI has fundamentally changed what compute infrastructure needs to do. When AI shifts from answering questions to planning tasks, calling tools, running code, and validating results, the bottleneck moves beyond GPUs. CPUs handle the orchestration layer — moving data around, managing concurrent environments, coordinating workflows. Vera targets this gap with optimized single-thread performance and bandwidth per core.

A busy day in tech — the Pentagon gives Anthropic an ultimatum, Meta drops $100B+ on AMD chips, and an open-source project goes closed-source because of AI. Let’s dig in.