Anthropic Hits $380B and OpenAI Sidesteps Nvidia [Model Behavior]
Anthropic has secured a historic $30 billion funding round, doubling its valuation to $380 billion on the back of $14 billion in annualized revenue. This financial surge coincides with a strategic pivot in AI hardware and deployment. OpenAI has launched GPT-5.3-Codex-Spark, its first production model running on non-Nvidia hardware—specifically Cerebras wafer-scale chips—achieving throughput speeds of up to 3,000 tokens per second. Meanwhile, the enterprise sector sees a major partnership between Infosys and Anthropic to develop agents for regulated industries. Consumer AI is also shifting, as Apple prepares to integrate Google Gemini into Siri by late February. In the research domain, GPT-5.2 Pro has successfully provided a verified solution to a long-standing Erdős conjecture, a feat confirmed by Fields Medalist Terence Tao. These developments signal a move away from generalized demos toward specialized performance in mathematics, coding, and computer automation, as seen in Anthropic’s new Claude Sonnet 4.6 model.
This episode analyzes the massive capitalization of Anthropic and the shifting hardware landscape as OpenAI moves production workloads to Cerebras chips. We examine the $30 billion funding round that brings Anthropic’s valuation to $380 billion and its new partnership with Infosys to automate workflows in regulated sectors. The discussion covers the release of GPT-5.3-Codex-Spark, optimized for real-time collaboration, and the upcoming integration of Google Gemini into Apple’s Siri. Additionally, we look at the verification of an AI-generated proof for a complex Erdős problem and the rise of open-source agents like OpenClaw.
Topics Covered
- 📊 Anthropic's $30 billion funding round and $14 billion annualized revenue.
- 💻 OpenAI’s deployment of GPT-5.3-Codex-Spark on Cerebras wafer-scale hardware.
- 🤖 The release of Claude Sonnet 4.6 with enhanced computer-use capabilities.
- 🔬 Fields Medalist Terence Tao verifies an Erdős problem solution by GPT-5.2 Pro.
- 🌐 Apple’s planned Siri upgrade featuring Google Gemini integration.
- 🛠️ Infosys and Anthropic's strategic partnership for enterprise-grade AI agents.
Neural Newscast is AI-assisted, human reviewed. View our AI Transparency Policy at NeuralNewscast.com.
![Anthropic Hits $380B and OpenAI Sidesteps Nvidia [Model Behavior]](https://img.transistorcdn.com/Pu22yE8t2SZBMq-cF8B0np5XOClia00xS1Omw68GXVw/rs:fill:0:0:1/w:800/h:800/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9mMzA1/YWMxMzA5ZjVjNjRh/ZGU4MjJmODZiYTk4/NjFhOS5wbmc.webp)