Etiquetas: Cloud Providers

Anthropic executives say the U.S. Department of Defense's designation of the AI startup as a supply‑chain risk has caused customers to pause or cancel deals, threatening hundreds of millions of dollars in revenue. The company has filed lawsuits alleging free‑speech violations and unfair discrimination, while major cloud providers have pledged to continue offering Anthropic’s tools outside of Pentagon work. Executives warn the fallout could undermine market confidence and jeopardize future fundraising. Leer más

Anthropic has introduced Claude Opus 4.5, billing it as the most capable model for coding, AI agents, and computer‑use tasks. The new version brings stronger research abilities, improved spreadsheet and slide handling, and new features in Claude Code and consumer apps that integrate with Excel, Chrome, and desktop environments. While the company claims Opus 4.5 is harder to deceive with prompt‑injection attacks, safety testing shows it still yields to some malicious requests. The model is now available through Anthropic’s apps, API and major cloud providers. Leer más

Morningstar Equity Research forecasts Nvidia's AI‑related sales could approach $400 billion by 2028, driven largely by its accelerator products. The analysis highlights that hyperscaler cloud providers are expected to push annual capital expenditures beyond $450 billion by 2027, fueling demand for AI hardware. While growth remains robust, the pace is projected to decelerate after 2024, raising questions about sustainability. Competitive pressures from Broadcom, AMD and other semiconductor firms, together with rising energy needs, regulatory scrutiny and geopolitical factors, could temper Nvidia's dominance in the long run. Leer más