Ashley Capoot

Anthropic officially told by DOD that it's a supply chain risk even as Claude used in Iran The formal declaration will require defense vendors and contractors to certify that they don’t use Anthropic’s models in their work with the Pentagon.

New: The DOD has officially informed Anthropic’s leadership that the company and its products have been designated a supply chain risk, effective immediately, according to a senior department official.

www.cnbc.com/2026/03/05/a...

Sam Altman tells OpenAI staffers that military's 'operational decisions' are up to the government In an all-hands meetings with OpenAI employees on Tuesday, CEO Sam Altman said his company doesn't get to choose how the military uses its technology.

New: OpenAI CEO Sam Altman told employees in an all-hands meeting on Tuesday that the company doesn’t “get to make operational decisions” regarding how its AI technology is used by the Department of Defense.

www.cnbc.com/2026/03/03/s...

Anthropic faces lose-lose scenario in Pentagon conflict as deadline for policy change looms Anthropic has just hours to decide whether it will accede to the Defense Department's demands that it be able to use the company's AI models how it sees fit.

New: Anthropic faces lose-lose scenario in Pentagon conflict as deadline for policy change looms. Here's the latest on where things stand.

www.cnbc.com/2026/02/27/a...

OpenAI CEO Sam Altman to @cnbc.com on Anthropic/DoD spat:

"For all the differences I have w/ Anthropic, I mostly trust them as a company, and I think they really do care about safety, and I've been happy that they've been supporting our war fighters. I'm not sure where this is going to go."

Anthropic CEO Amodei says Pentagon's threats 'do not change our position' on AI Anthropic said its negotiations with the DoD are still ongoing.

New: Anthropic CEO Dario Amodei said the company “cannot in good conscience” allow the DoD to use its models in all lawful use cases without limitation, adding that the agency’s threats do not change its position.

www.cnbc.com/2026/02/26/a...

Anthropic faces Friday deadline in Defense AI clash with Hegseth Until this week, Anthropic was the only AI company cleared to deploy its models on classified networks. Elon Musk's xAI is now the second.

New w/ @kr00ney.bsky.social: Anthropic faces Friday deadline in Defense AI clash with Hegseth

www.cnbc.com/2026/02/24/a...

Cursor announces major update to AI agents as coding tool battle heats up Cursor announced updates to its AI coding agents as the startup works to fend off competition from rivals

Exclusive: Cursor announces major update to AI agents as coding tool battle heats up

www.cnbc.com/2026/02/24/c...

Anthropic updates Claude Cowork tool built to give the average office worker a productivity boost Companies can connect Claude Cowork to existing tools like Google Drive, Gmail and DocuSign.

New: Anthropic updates Claude Cowork tool built to give the average office worker a productivity boost

www.cnbc.com/2026/02/24/a...

Anthropic CEO Dario Amodei to meet with Defense Secretary Pete Hegseth on AI DoD model use Anthropic does not want its AI models to be used for autonomous weapons or to spy on Americans.

Anthropic CEO Dario Amodei to meet with Defense Secretary Pete Hegseth on AI DoD model use

OpenAI lands multiyear deals with consulting giants in enterprise push The consulting firms will help OpenAI's enterprise customers get AI agents into real production workflows more quickly.

New: OpenAI lands multiyear deals with consulting giants in enterprise push

www.cnbc.com/2026/02/23/o...

OpenAI resets spending expectations, tells investors compute target is around $600 billion by 2030 OpenAI told investors it's targeting roughly $600 billion in total compute spend by 2030, trying to clarify its plans after touting a $1.4 trillion figure.

Scoop w/ @kr00ney.bsky.social:

- OpenAI targeting ~$600 billion in total compute spend by 2030
- Projected revenue in 2030 is more than $280 billion
- ChatGPT has more than 900 million weekly active users
- First phase of $100B funding round coming early next week

www.cnbc.com/2026/02/20/o...

Nvidia is in talks to invest up to $30 billion in OpenAI, source says The investment is separate from the $100 billion infrastructure agreement that OpenAI and Nvidia announced in September.

ICYMI: Nvidia is in talks to invest up to $30 billion in OpenAI.

This is different from the $100 billion infrastructure agreement in Sept., per source. Not tied to deployment milestones.

Comes after months of speculation about status of $100 billion deal. More here:

www.cnbc.com/2026/02/19/n...

Enterprise AI startup Cohere tops revenue target as momentum builds to IPO: Investor memo Cohere's competitors OpenAI and Anthropic are also weighing potential IPOs and competition for enterprise customers is heating up.

Scoop: Cohere hit roughly $240 million in ARR last year, surpassing its $200 million target, according to a February investor memo viewed by CNBC.

The company's gross margins averaged around 70% in 2025, expanding by 25 basis points YoY, the memo said.

www.cnbc.com/2026/02/13/a...

Anthropic closes $30 billion funding round as cash keeps flowing into top AI startups After OpenAI raised the largest private tech financing round on record last year at over $40 billion, Anthropic is now second, with its $30 billion raise.

New: It's official! Anthropic raised a $30 billion funding round at a $380 billion post-money valuation.

www.cnbc.com/2026/02/12/a...

Sam Altman touts ChatGPT's reaccelerating growth to employees as OpenAI closes in on $100 billion funding OpenAI CEO Sam Altman told employees that ChatGPT's monthly growth is back above 10%, as competition ramps up in generative AI.

Scoop w/ @kr00ney.bsky.social:

- ChatGPT is back to exceeding 10% monthly growth
- OpenAI aiming to launch a new model this week
- Codex grew ~50% in a week
- OpenAI will begin testing ads w/in ChatGPT today
- Fundraising talks to accelerate over next two weeks

www.cnbc.com/2026/02/09/s...

OpenAI executives were on a tear this week trying to quell critics CEO Sam Altman and several OpenAI executives stepped into a "food fight" over Anthropic's Super Bowl ad and threw jabs at Elon Musk.

New: OpenAI execs were Extremely Online this week

www.cnbc.com/2026/02/06/o...

OpenAI launches new enterprise platform in bid to win more business customers Frontier can work with OpenAI agents, enterprise-build agents, as well as agents from third parties like Google, Microsoft and Anthropic.

New: OpenAI announced a new enterprise platform called Frontier, its latest launch as part of its ongoing effort to win more business customers.

www.cnbc.com/2026/02/05/o...

Mozilla is building an AI ‘rebel alliance’ to take on industry heavweights OpenAI, Anthropic Mozilla is looking to deploy its roughly $1.4 billion in reserves to support "mission driven" companies and nonprofits, and is particularly focused on AI.

New: Mozilla President Mark Surman is building a “rebel alliance of sorts” to act as a counterforce to large AI companies like OpenAI and Anthropic.

The org will deploy its ~$1.4B in reserves to support "mission driven" tech companies, including it own.

More here: www.cnbc.com/2026/01/27/m...

Zoom's 'hidden gem' investment in Anthropic could be worth $2 billion to $4 billion, analysts say Anthropic revealed that Zoom Ventures had invested in the AI startup in May 2023.

Zoom's 'hidden gem' investment in Anthropic could be worth $2 billion to $4 billion, analysts say

CoreWeave stock jumps 8% as Nvidia invests $2 billion to expand AI data center capacity Nvidia purchased CoreWeave Class A common stock at $87.20 per share.

CoreWeave stock jumps 8% as Nvidia invests $2 billion to expand AI data center capacity

OpenAI to begin testing ads on ChatGPT in the U.S. OpenAI said ads would not influence ChatGPT's responses and that it will "never" sell user data to advertisers.

OpenAI to begin testing ads on ChatGPT in the U.S.

OpenAI has committed billions to recent chip deals. Some big names have been left out OpenAI has inked multibillion-dollar deals with AI chipmakers including Nvidia, AMD, Broadcom and Cerebras.

New: OpenAI’s $10B announcement w/ Cerebras was the latest in a string of deals w/ companies at the center of the AI infrastructure boom.

Here are the major chip deals OpenAI has announced as of Jan, and other companies that could be potential partners.

www.cnbc.com/2026/01/16/o...

OpenAI tells investors to brace for 'deliberately outlandish' claims from Musk ahead of trial OpenAI on Thursday told its investors and banking partners that it expects Elon Musk to make "deliberately outlandish" claims ahead of an April trial.

New w/ Kate Rooney: OpenAI sent a letter to investors and banking partners warning that it expects Elon Musk to make “deliberately outlandish, attention-grabbing claims” as his lawsuit against the AI lab heads to trial in April.

More here:
www.cnbc.com/2026/01/15/o...

Disney making $1 billion investment in OpenAI, will allow characters on Sora AI video generator Disney is investing in OpenAI and has licensed its iconic characters like Mickey Mouse, Ariel and Iron Man to be used in the Sora AI video generator.

New: Disney is making $1 billion investment in OpenAI and will bring its characters to the startup's short-form video app Sora.

Disney CEO Bob Iger and OpenAI CEO Sam Altman joining @cnbc.com to discuss shortly.
www.cnbc.com/2025/12/11/d...

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✉️: ashley.capoot@cnbc.com

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OpenAI announces shopping research tool in latest e-commerce push OpenAI's shopping guides include top products, key differences between the products and information from retailers.

OpenAI announces shopping research tool in latest e-commerce push

Anthropic unveils Claude Opus 4.5, its latest AI model following $350 billion valuation Anthropic says its new Claude Opus 4.5 excels at coding, using computers and assisting users with complex enterprise tasks.

Anthropic unveils Claude Opus 4.5, its latest AI model following $350 billion valuation

Here's what's in the RAISE Act, a state-level AI bill opposed by Trump and industry leaders The RAISE Act would require large AI companies to publish safety and risk protocols and disclose serious safety incidents.

Here's what's in the RAISE Act, a state-level AI bill opposed by Trump and industry leaders

Excited to attend my first NeurIPS conference with @cnbc.com in a couple weeks! 🕺🏻

If you’re a researcher, engineer or work in AI, would love to meet up! Shoot me a DM or a message on Signal @ ashleycapoot.22

Scale AI's life after Meta deal has been rocky, but CFO insists it's not a 'zombie company' Five months after Scale AI's high-profile founder was hired by Meta, the startup is trying to show that it's still on a growth trajectory.

Exclusive: Five months after Scale AI’s high-profile founder joined Meta in a blockbuster deal, the startup’s CFO Dennis Cinelli says the company is alive and well.

I sat down with Cinelli in his first interview since joining Scale in 2022. Details here!
www.cnbc.com/2025/11/04/s...