Anthropic PBC revenue run rate nears $20 billion
Anthropic PBC is projected to achieve an annual revenue run rate of nearly $20 billion, more than doubling from $9 billion at the end of 2025, driven by strong adoption of its AI products, including Claude Code. This growth comes amid a recent clash with the Pentagon, where Defense Secretary Pete Hegseth designated Anthropic as a supply-chain risk, potentially limiting its sales to the U.S. government and raising concerns about its core business with other customers.
Nvidia invests $2 billion in Coherent and $103 million in Oxa
Nvidia will invest $2 billion in the photonics firm Coherent to enhance research and manufacturing capabilities for advanced optical technologies used in AI data centers. Additionally, Nvidia has backed the UK autonomous driving startup Oxa with a $103 million investment to support its development of autonomous vehicle software for industrial applications.
Alibaba AI Chief Junyang Lin Resigns Amid Concerns
Junyang Lin, the architect of Alibaba Group Holding Ltd.'s chief AI model Qwen, has resigned, raising concerns within the developer community and prompting a 5.3% drop in Alibaba's shares in Hong Kong. Lin's departure, announced on X, follows the recent public launch of Qwen, which has seen rapid user growth, reaching 203 million monthly active users as of February 2026. The resignations of other key figures in the AI division have led to speculation about underlying issues within the company amid increasing competition and regulatory pressures in the AI sector.
Google Enhances Android with New Messaging and Location Features
Google has launched new features for its Android operating system, including customizable calling cards and real-time location sharing in Google Messages, enhancing its offerings to match those of Apple's iPhone. The update also introduces the 'Find Hub' system, allowing users to share the live location of their luggage with over ten major airlines, including Lufthansa and Air India, to assist in baggage recovery.
AI Therapist Chatbot Linked to Marriage Breakdown
An AI therapist chatbot has been linked to the breakdown of a marriage, raising concerns about the implications of such technology in providing emotional support. This incident highlights the ongoing debate regarding the potential for AI to replace human therapists in sensitive relational contexts.