All negotiations between Meta and Anthropic regarding data centers
Meta is in talks with Anthropic to lease computing power from its data centers worth up to $10 billion over two years.
Why OpenAI’s political risks outweigh those of Anthropic. WSJ Report
The clash between Anthropic and the Trump administration appears to have limited effects, while OpenAI remains more exposed to political oversight. Excerpt from Liturri’s press review.
Why Palantir’s Alex Karp Attacks Anthropic and OpenAI
How to interpret Alex Karp’s attacks from Palantir on Anthropic and OpenAI, as well as the partnership between Nvidia and Palantir. An in-depth analysis by Alessandro Aresu.
Claude, here is Anthropic’s move against ByteDance and Ant.
Anthropic is closing the backdoors that allow Chinese companies like Ant Financial and ByteDance to illegally access Claude through foreign entities or VPN connections. All the details.
Is Anthropic’s Claude Science the successor to Google DeepMind?
Google has DeepMind, OpenAI has GPT-Rosalind, and now Anthropic is also decisively focusing on AI for scientific research by launching Claude Science. The announcement had immediate effects on the stocks of companies specialized in drug discovery. Facts, figures, and comments.
Trump backtracks, the US lifts controls on Anthropic: Fable 5 and Mythos 5 become available again to the global public.
The Trump administration has lifted the bans on Anthropic’s models: Fable 5 and Mythos 5 are accessible again following an agreement between the company and the government on new security measures. All the details.
Why Europe is seriously lagging behind in artificial intelligence
The lack of capital is the real cause of Europe’s delay in artificial intelligence. The analysis by Alfonso Fuggetta, Full Professor of Computer Science at the Politecnico di Milano, taken from the European Mattinale.
Artificial intelligence theft? Here’s why Anthropic is accusing the Chinese company Alibaba
Anthropic has accused the Chinese group Alibaba (which the Pentagon considers close to Beijing’s armed forces) of illegally extracting information from Claude: this practice is known as “distillation,” which Chinese AI companies often use to keep the costs of their models low. All the details.
OpenAI, Anthropic, and Moonshot AI take action against the surge in AI costs. Economist report.
The era of “tokenmaxxing” is coming to an end: the explosion in AI agent costs is forcing companies to impose spending limits, choose cheaper models, and rethink their adoption strategies. The Economist article
Is there a war between Amazon and Anthropic over the Fable 5 model?
The intervention of the United States government on Anthropic, which led to the complete blocking of the Fable 5 and Mythos 5 models, originated from a report by Amazon (which still wants to invest $25 billion in the startup). It is a complicated moment for Anthropic, which must ease relations with the Trump administration while preparing for the IPO.
How worried should we be about the shutdown of Anthropic’s Fable 5 and Mythos 5?
The algorithmic arsenal: when cutting-edge software becomes a state weapon again. The intervention of Luigi Ricci, analyst and author of Vaticano Zero Day
Trump, Anthropic, and the risk of the “kill switch”: does the EU need to take action?
Trump makes the “kill switch” fable a reality. What changes for European digital sovereignty and for the Cada
The challenge over China continues between Anthropic and Nvidia
The political factor continues to shape the positions of Anthropic and Nvidia leaders on trade controls towards China. Analysis by Alessandro Aresu.
SpaceX, OpenAI, and Anthropic: Why the Upcoming IPOs Will Change the Market
The highly anticipated valuation for SpaceX could become the largest in history and represents the symbol of a broader phenomenon: the most innovative technology companies are going public increasingly later, after having created most of their value in the private sector. By Kevin Moss, manager of the GAM LSA Private Shares strategy.
All the conflicts between Anthropic and OpenAI. NYT Report
Anthropic surpasses OpenAI and becomes the world’s most valuable artificial intelligence startup. The New York Times article.
Why the IPOs of SpaceX, OpenAI, and Anthropic Are a Bit Risky
The next three IPOs (SpaceX, OpenAI, and Anthropic) are different from any previous cases. The size of the companies preparing to go public is unprecedented. However, the fact that they are still operating at a loss and rely on exceptional growth assumptions makes them no less vulnerable to setbacks than less mature companies. Analysis by Wolf von Rotberg, Equity Strategist at J. Safra Sarasin.
Forget about blacklists, the NSA recruits Anthropic’s Mythos for cyber attacks.
Despite the ongoing dispute between the Pentagon and the artificial intelligence company Anthropic, the National Security Agency (NSA), the American government’s national security agency responsible for intelligence, is using its Mythos model for cyberattacks. All the details.
Here are the countries investing in Claude Mythos by Anthropic.
Anthropic expands the use of its cybersecurity model Claude Mythos by involving 150 organizations in over 15 countries, including Italy, where some companies are already collaborating with Amodei’s firm. All the details
Why the return of IPOs reignites market enthusiasm
Not only SpaceX, the IPO market is also a historical indicator of investor sentiment. Analysis by Richard Flax, Chief Investment Officer of Moneyfarm.
Anthropic’s real strategy (also with Generali, Unipol, Angelini, Bracco, Enel, and Pirelli)
I’ll explain how Anthropic is winning. Analysis by Alessandro Aresu
Anthropic has surpassed OpenAI (and is negotiating with the EU on cybersecurity)
Anthropic reaches a valuation of $965 billion, surpassing rival OpenAI. Dario Amodei’s startup has received $65 billion from Google, Amazon, memory chip manufacturers, and various American funds. It is also negotiating with the European Commission for access to Mythos, the artificial intelligence model for cybersecurity.
Why BNP Paribas relies on the French company Mistral in the AI war against Mythos
Bnp Paribas and Mistral have officially announced the extension of their partnership on artificial intelligence for three years. From cyber models to European infrastructures, here’s why the French bank is betting on the startup led by Arthur Mensch to meet the challenge posed by American giants.
All the Big Pharma companies investing in AI
Bristol Myers Squibb is betting on Anthropic’s AI, but more and more pharmaceutical companies are striking billion-dollar deals with tech firms to accelerate research, clinical trials, and production. Meanwhile, China is emerging as a new global hub for biotech and drug discovery. Facts, figures, and commentary.
The Pope, Anthropic, and the US-China Pincer on the Vatican
Has Leo XIV chosen his technological ally among the enemies of the White House? The intervention of Luigi Ricci, author of Vaticano Zero Day
Why the Vatican is betting on Christopher Olah from Anthropic for Magnifica Humanitas
On the upcoming May 25th, Anthropic co-founder Christopher Olah will be in the Synod Hall invited by the Vatican for the presentation of the encyclical “Magnifica Humanitas.” The speech by Luigi Ricci, analyst and author of Vaticano Zero Day.
How the standoff between Anthropic and the Pentagon is progressing
Yesterday, Anthropic and the United States government clashed in court in the lawsuit filed by the company developing Claude against the Pentagon’s decision to classify it as a national security threat. Here’s how it went.
What Anthropic and the Gates Foundation will do together
From vaccines against neglected diseases to open datasets for African languages, to digital tutors and economic mobility programs, Anthropic and the Gates Foundation are launching a $200 million plan to bring artificial intelligence to healthcare, education, and research. All the details.
Why European banks fear Claude Mythos from Anthropic
Frank Elderson (ECB) warns eurozone banks: Anthropic’s AI could radically change financial cybersecurity and accelerate cyberattacks. Meanwhile, major US banks rush to fix thousands of vulnerabilities in their IT systems, Japan gains access to Mythos while Europe remains excluded.
All of OpenAI’s moves (against Anthropic) for businesses and cybersecurity in Europe
The competition between OpenAI and Anthropic is intensifying: Altman’s startup has created a new company to spread artificial intelligence in businesses and has offered Europe access to its model specialized in cybersecurity. All the details.
Amodei from Anthropic could dethrone Altman and OpenAI
Anthropic, founded by Dario Amodei, is experiencing a golden moment and is considering a fundraising round of up to $50 billion, which could push its valuation close to $1 trillion, a figure that would surpass the record already set by OpenAI. Facts, figures, and comments.
What does Anthropic have to do with the lawsuit between Elon Musk and Sam Altman?
Anthropic in the Musk-Altman lawsuit. Analysis by Alessandro Aresu.
From rivals to allies, here’s why Musk’s SpaceX is partnering with Anthropic.
Anthropic has announced that it has reached an agreement to access SpaceX’s computing capacity, a move that could help the company meet growing demand. However, Musk himself had described Anthropic as an “evil” company.
What Anthropic will do with Goldman Sachs, Blackstone, and more
Anthropic has formed a $1.5 billion joint venture with Goldman Sachs, Blackstone, and Hellman & Friedman to bring its artificial intelligence to businesses. All the details.
Surprise praise for the lobbyist who finally speaks bluntly to major newspapers and politicians
Why did Veltroni’s predictable and at times trivial interview with AI Claude in Corriere della Sera startle Diego Ciulli from Google? The letter from Claudio Trezzano.
What Google will do with Anthropic (and vice versa)
After Amazon’s 25 billion, Anthropic will receive up to 40 billion from Google. Amodei’s startup needs a lot of computing power; Alphabet, on the other hand, wants to fuel the demand for its processors and cloud services. All the details.
Why Anthropic with Mythos worries Apple, Google, and Amazon. WSJ Report
Anthropic believes that the Mythos model could have serious repercussions on the economy and national security. The Wall Street Journal article taken from Liturri’s review.
All the moves by Amazon, Anthropic, and Bezos on artificial intelligence
Amazon will invest up to 25 billion dollars in Anthropic, which requires a lot of computing power to develop increasingly powerful language models. Jeff Bezos is also focusing on artificial intelligence: his new company, Project Prometheus, could reach a valuation of 38 billion. All the details.
Anthropic’s AI Mythos, all the deals in cybersecurity. WSJ Report
Anthropic’s Mythos has already paid for itself by identifying thousands of vulnerabilities before they were exploited, opening a new billion-dollar market in patching flaws and improving the quality of human decisions. The Wall Street Journal article, taken from Liturri’s review
Why OpenAI is Disappointing Investors
OpenAI would like to focus on artificial intelligence agents for businesses, a potentially more profitable market that Anthropic has already targeted. However, investors are not convinced and fear that Altman’s startup may end up wasting resources.
How is the tug of war between Anthropic and the Pentagon progressing?
A Washington appeals court has rejected Anthropic’s appeal to suspend the Pentagon’s decision to classify it as a supply chain risk, marking a partial victory for the Trump administration following the AI company’s objections to the use of its technology for mass surveillance or autonomous weapons.
The latest Claude from Anthropic has uncovered thousands of vulnerabilities in software.
Anthropic restricts access to the new Claude Mythos Preview model after it discovered thousands of software vulnerabilities and launches an alliance with over 40 companies, including Apple, Amazon, Microsoft, Google, Cisco, and Broadcom, to strengthen cybersecurity. All the details.
What does the reshuffle at the top of OpenAI entail?
Two OpenAI executives take medical leave, triggering an earthquake in leadership. Meanwhile, some uncomfortable revelations describe Sam Altman as a sociopathic liar who does not live in the real world. Facts, figures, and comments.
Here’s how Google and Anthropic are turbocharging Broadcom
Broadcom shares are rising after the company struck a deal with Google to supply AI chips and expand its collaboration with Anthropic, the developer of Claude. The American microchip manufacturer is thus attempting to challenge Nvidia’s dominance, the global leader in AI semiconductors. All the details.
Does a human error leave Claude from Anthropic in the lurch?
A major setback for Claude, the AI that many users disappointed by the pro-government stance of rival OpenAI are flocking to: a lapse in attention exposed the source code, leaving it vulnerable to rival software companies as well as hackers. And this is not the first leak to hit Anthropic after the “great refusal” to the Pentagon…
The Pentagon suffers a defeat in the clash with Anthropic.
A U.S. district judge has temporarily blocked the Pentagon’s “ban” on Anthropic: the American government acted in retaliation, according to the ruling. All the details.
Tim, what will Sparkle do with Anthropic’s artificial intelligence?
Sparkle has signed an agreement with Anthropic to offer Claude models through Amazon Web Services’ Bedrock platform. The agreement is part of Sparkle’s strategy for expansion in the world and along the artificial intelligence supply chain. All the details.
Palantir, Anthropic, and more. Here’s how defense giants and startups are betting on war. NYT Report
After years of criticism and financial risks, Palantir, Anthropic, and small start-ups are reaping the rewards of their investments in defense technology. An in-depth report by the New York Times.
I will tell you about Anthropic’s idea factory.
In the midst of the clash with the Pentagon, Anthropic launches an institute for the “transition” to artificial intelligence. Analysis by Alessandro Aresu.
I’ll tell you about the latest clashes between Anthropic and the Pentagon.
What is happening between the artificial intelligence company Anthropic and the United States Department of Defense. Analysis by Alessandro Aresu from his X profile.
















































