According to a report by The Information, Anthropic has committed to spending roughly $200 billion on Google Cloud over the next five years - more than 40 percent of Google's entire cloud backlog. Together with OpenAI, the two money-losing startups account for roughly half of the $2 trillion in committed cloud revenue at Amazon, Microsoft, Google, and Oracle. Whether the 20- to 30-fold revenue growth both companies are projecting by 2029 will justify these numbers remains an open question.

Anthropic is taking over the full computing capacity of SpaceX's Colossus 1 data center, more than 300 megawatts and over 220,000 NVIDIA GPUs, expected to come online within a month. The company is also doubling rate limits for Claude Code and significantly raising API limits for Opus models.

OpenAI is swapping out ChatGPT's default model for GPT-5.5 Instant. In internal testing, the update produced 52.5 percent fewer hallucinated claims on high-risk topics like medicine and law. A new feature called "memory sources" lets users see which stored context shaped a given response. The model is rolling out to all ChatGPT users right away, though personalization based on past chats, files, and Gmail launches first for Plus and Pro users on the web.

OpenAI has teamed up with AMD, Broadcom, Intel, Microsoft, and NVIDIA to develop MRC, an open source network protocol that sends data across hundreds of paths simultaneously between GPUs. Instead of three or four switch layers, MRC needs only two to connect over 100,000 GPUs, cutting both power and costs. The protocol is already running on OpenAI's Stargate supercomputer.

The US Department of Commerce is expanding its AI safety testing: Following Anthropic and OpenAI, Google Deepmind, Microsoft, and xAI have now signed agreements with the Center for AI Standards and Innovation. The companies provide models with reduced safety guardrails for testing in classified environments amid growing cybersecurity risks and an intensifying tech race with China.

Google has released multi-token prediction drafters for its Gemma 4 open model family that speed up text generation by up to three times. A small auxiliary model suggests several tokens at once while the main model checks them in a single pass.