Anthropic $30B ARR: How Claude Overtook OpenAI in Revenue
April 20, 2026
Anthropic's annualized revenue crossed $30 billion in April 2026, overtaking OpenAI's $25 billion for the first time as Claude enterprise demand soars.
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OpenAI's $122B Round: IPO, Superapp, and AGI (2026)
April 3, 2026
OpenAI closed a record $122B round at an $852B valuation. What Amazon's AGI clause, the superapp, and an imminent IPO mean for developers and AI.
How 20B Non-Acquisition Signals the New Shape of AI Consolidation
December 28, 2025
Nvidia's $20B Groq non-acquisition, explained — exclusive-IP licensing replaces traditional M&A in AI consolidation. Strategy, structure, and what comes next.