Anthropic is investigating an issue affecting users authenticating to Claude.ai and Claude Code, with elevated errors also reported on Claude Console (platform.claude.com) and Claude Cowork. The incident notice was posted on Nov 13, 2026 at 09:58 UTC, and the company said it will provide an update as soon as possible.
NVIDIA announced on November 12 that Jensen Huang has stepped down as CEO, president and board member after 33 years, with CFO Colette Kress serving as interim CEO while keeping her finance role. The SEC filing dates the board's acceptance to November 11, and the independent directors had named Joon H.
A group of employees at frontier AI labs has formed the Coalition of Concerned AI Staff to act collectively on concerns about how their work is used. Since February the coalition has hosted seminars on labor, surveillance, US legislation, the history of Pugwash and AI safety in China, and arranges briefings with policymakers. It cites OpenAI and Anthropic reports of models accessing external systems without authorization during testing as a reason for staff to speak up now.
Anthropic told investors that its Mythos model got Claude running on AMD MI355X GPUs in about three days, with Mythos writing or porting nearly all the necessary kernels and, in co-founder Tom Brown's words, basically no human intervention. The timeline covers bringing up prompt processing for one Anthropic model at a useful performance level, not a full migration of Claude's training and operations. Anthropic says its compute architecture spans Nvidia GPUs, AMD GPUs, AWS Trainium and Google TPUs, treated as a shared capacity pool.
The AI #194 newsletter covers the release of Claude Fable 5.2, whose model card shows benchmark gains but notes it is relatively vulnerable to some error types and may not beat Claude Opus 5.5 as a daily driver. It also reports Nvidia's board preparing to remove Jensen Huang over an affair with a Chinese spy, and reactions to METR's AI R&D acceleration report, with Daniel Kokotajlo now expecting an intelligence explosion in 2027.
Newcomer and Bessemer Venture Partners released the inaugural AI 100 ranking of the most promising private AI companies, with Anthropic at #1 ahead of its expected IPO next week and OpenAI at #2. The 100 companies carry a collective valuation of roughly $3.5 trillion, and the researcher-heavy model companies make up only 9% of the list but 55% of that valuation. Inference players Fireworks (#9), Baseten (#12), Fal (#16) and Modal (#20) also rank highly, alongside pivoted veterans like Stripe (#4) and Anduril (#7).
US data brokers including Mercor, Surge AI, AfterQuery and Turing are selling roughly $500 million worth of training data, some of it RL environments, to Chinese AI labs, according to a ChinaTalk investigation. The report identifies at least nine US firms involved and says Chinese labs deliberately buy products already sold to Anthropic or OpenAI to skip costly in-house development, savings that matter given China's chip memory bottlenecks. ChinaTalk notes RL environments are largely unregulated by export controls and argues the Bureau of Industry and Security should apply existing controls to dual-use coding and biology environments, while stressing Chinese labs still trail US peers by at least a few months.
Anthropic says it ported Claude to AMD GPUs in three days with almost no human intervention, using its frontier model Mythos to write nearly 100 percent of the kernels itself. Co-founder Tom Brown says Anthropic now trains and runs Claude across AWS Trainium, Google TPUs, Nvidia GPUs and AMD GPUs, treating them as one interchangeable compute pool. The figures come from an investor presentation and have not been independently verified; Anthropic cites three days versus the six to twelve months traditional engineering needs, measured on prompt processing with AMD MI355X GPUs.
Why it matters: Anthropic's claim that its own model ported Claude to AMD GPUs in three days offers a concrete test of whether AI can loosen CUDA's grip on chip choice.
OpenAI's quarterly revenue reportedly crossed $10 billion for the first time, up almost 50% from the $6.7 billion reported for the second quarter, according to Bloomberg, which cited anonymous sources. The report also said OpenAI's adjusted operating margin narrowed from -150% in Q2 to -109% in Q3, and that the company has reached a $50 billion annual revenue run rate. Rival Anthropic said its annual revenue run rate rose by $10 billion in a month to $81 billion as of the end of October, though the two companies calculate annualized revenue differently.
Jensen Huang resigned as Nvidia's CEO, president and board member effective immediately on November 12, 2026, after the Wall Street Journal reported the board planned to fire him over two extramarital affairs, one with a suspected Chinese spy. Nvidia has lost roughly $1.4 trillion in market value since an October 29 New York Times report on possible ties to Chinese intelligence, and CFO Colette Kress is taking over on an interim basis. Harvey C. Jones becomes the first independent board chair, while Huang's departure leaves no clear succession plan and could unsettle the alliance and guarantee structure built around him.
Same event; the pick carries“NVIDIA Announces CEO Transition as Jensen Huang Resigns, Colette Kress Named Interim CEO”
Artist Mariko Mori used Claude to write code for a computer-generated animation shown as a new video installation in her retrospective "Mariko Mori: All That Shines." The work plays on a seven-meter-wide screen in the final gallery, where a horizon parts onto a world of radiant light. The exhibition runs October 31, 2026–March 28, 2027 at Mori Art Museum in Tokyo.
The Wall Street Journal reports that Nvidia is about to fire Jensen Huang, according to Gary Marcus. Marcus writes that the stock is already down in after-hours trading and that Huang's exit could unsettle the circular financing deals he has orchestrated, raising the question of whether Nvidia would still honor the billions it promised Anthropic in the IPO.
Same event; the pick carries“Nvidia stock falls as board reportedly prepares to remove CEO Jensen Huang”
The Ramp AI Index shows US corporate AI spending reached a new high in October 2026, rising 1.65 percent month over month. The top 1 percent of companies by AI spending paid a median of $10,200 per employee per month, up nine percent, while a typical company spent just $16.32. OpenAI's business customer spending grew 2.1 percent versus 0.5 percent for Anthropic, and the average price per million processed text tokens fell 21 percent.
TSMC plans to invest $1B in Anthropic and OpenAI, according to Ars Technica. The report frames the move as the latest example of the AI boom's circular financing, arriving as the AI trade wobbles.
Anthropic kicked off its IPO roadshow yesterday, and its roadshow video disclosed previously unreleased details about how the business works, including a section on compute strategy with co-founder Tom Brown. Brown said Anthropic trains and serves Claude across AWS Trainium, Google TPUs, NVIDIA GPUs and AMD GPUs, and that when the company began working with AMD GPUs this year, a system called Mythos got Claude running on AMD in three days with basically no human intervention, porting or writing almost 100% of the kernels. He also described compute multipliers as a second driver of compute advantage, saying each multiplier stacks on the ones before it and that Claude may eventually discover them entirely by itself.
Why it matters: Anthropic's IPO roadshow video details its multi-chip training and serving strategy across four chip families, including a Claude-assisted AMD port completed in three days.
US data vendors including Mercor, Surge AI, Turing, AfterQuery and Pareto are selling reinforcement learning environments to Chinese AI labs, and the report identifies nine vendors with China business. It argues these sales let Chinese labs skip costly rollout experimentation and save memory-constrained compute, while noting the deals fall largely outside export controls and that the lag behind US labs limits the damage.
Gary Marcus argues against Anthropic's IPO, citing its reported target valuation of up to $1.4 trillion against a company that has never made a profit and carries nearly $900 billion in future liabilities. He points to Anthropic's amended S-1, which warns that costs will rise and losses will continue, and to revenue growth slowing from 147% in Q2 to 47% in Q3, as evidence that the trillion-dollar projections built on tokenmaxxing no longer hold.
Why it matters: Gary Marcus uses Anthropic's IPO filing and slowing revenue growth to argue that the valuation rests on projections the company's own numbers no longer support.
Users of Anthropic's Claude Code and OpenAI's Codex are hitting safety checks, warnings or account restrictions when using the tools for AI-powered reverse engineering, with one X user reporting an OpenAI ban for "cyber abuse" after decompiling Samsung TVs. A Reddit post in r/ClaudeCode titled "The Dream is dead" and reports in the Reverse Engineer Anything Discord describe Claude refusing to decompile, while the Decomp.wtf project has shut down. OpenAI engineer Tarun Gogineni said there is no prohibition against reverse engineering with Codex and that the blocks are mostly accidental and being fixed, but practitioners say they are moving toward open weight, local and uncensored models.
Scott Wiener, author of California's SB 1047 and SB 53, won the congressional race for Nancy Pelosi's open San Francisco seat and said he wants Congress to act decisively on AI risk. He cited a METR report widely read as evidence of recursive self-improvement at Anthropic and called for a strong federal regulator, whistleblower protections, testing and auditing requirements, and a kill switch. Wiener, whose campaign received over $3 million from the pro-regulation nonprofit Public First Action, opposes broad federal preemption of state AI laws and described himself as only cautiously optimistic about Congress reining in AI.
Anthropic, PBC launched the roadshow for its proposed initial public offering of 825,000,000 Class A common shares, of which 801,351,354 are offered by Anthropic and 23,648,646 by certain existing stockholders. The expected price range is $70.00 to $78.00 per share, and Anthropic has applied to list on the Nasdaq Global Select Market under the symbol ANT. Anthropic also expects to grant underwriters a 30-day option for up to 123,750,000 additional shares, and the registration statement filed with the SEC has not yet become effective.
Why it matters: Anthropic's IPO roadshow filing details 825 million Class A shares priced at $70 to $78 and a planned Nasdaq listing under the symbol ANT, giving a concrete view of the company's public-market plans.
OpenAI and Anthropic are both in the midst of highly visible fundraising campaigns, and investors who back both see a clear divergence in how the two are viewed. Anthropic is distancing itself from its rival, with one investor describing "infinite demand" for its shares among long-term investors and confidence that its planned IPO will happen before Thanksgiving, while OpenAI is thirsting for a comeback story.
Anthropic 的一位招聘经理透露，其团队已停止在软件工程岗位的面试中提出编码问题，因为 DSA 面试无法提供有效信号。该招聘经理曾负责 Claude Cowork 和 Claude Desktop，并表示公司其他团队及其他 AI 原生初创公司也可能效仿。
Anthropic's S-1 filing shows that models older than six months earn less than 20 percent of its revenue, a sign of how quickly users switch to new releases. The filing also reports $16.3 billion in revenue for the first half of 2026, before its newest models Opus 5.5 and Fable 5.1 shipped, and says customers from a year ago now pay about nine times as much. Anthropic says its latest releases cut customers' cost per task by 25 to 45 percent through lower prices and more efficient models.
Anthropic is expanding its AI for Science program, which provides free Claude credits to researchers, to 20 scientific foundations, institutions, and research groups worldwide. Partners include the US National Science Foundation, the Simons Foundation, the Wellcome Sanger Institute, and the Space Telescope Science Institute. The program, launched in May 2025, also supports projects such as the Model Hardware Standard with HHMI Janelia, currently in research preview.
Anthropic's life sciences team has spent several months working with six drug developers, including Bristol Myers Squibb, Generate Biomedicines and Divergence Labs, plus running its own discovery programs, to test where Claude can speed up drug development. Reported early results include a Generate design roughly 70% shorter than the standard version that let immune cells make about 10 times as many receptors, and roughly 35,000 antibody designs generated largely autonomously for Divergence in about a month. Anthropic says the work is still mostly preclinical and plans to extend Claude into clinical trials as the programs advance.
Why it matters: Anthropic's first detailed account of embedding Claude in real drug programs shows where the model helps and where it still falls short across six partners.
Anthropic expanded its partnership with the General Services Administration through a new agreement giving government partners a 40% discount on Claude Enterprise, Claude for Government and the Claude API, extended for the first time across every product surface and to state, local, tribal and territorial governments. Anthropic estimates the discounts will save the government $1 billion, with no minimum spend commitment, and is launching a dedicated program to help agencies implement Claude. About 500 US federal, state and local government organizations now use Claude, and weekly Claude for Government active users are up about eightfold since February.
Anthropic, PBC has filed a registration statement on Form S-1 with the U.S. Securities and Exchange Commission for a proposed initial public offering of its Class A common stock, which it intends to list on the Nasdaq Global Select Market under the symbol "ANT." The number of shares to be offered and the price range have not yet been determined, and the registration statement has not yet become effective. The company named Goldman Sachs & Co. LLC and Morgan Stanley & Co. LLC as contacts for obtaining the preliminary prospectus when available.
Why it matters: Anthropic has filed an S-1 with the SEC for a proposed IPO on Nasdaq under the ticker ANT, though share count and price range remain undetermined.
Anthropic is donating Agent Skills, the open standard for giving AI agents specialized knowledge and workflows, to the Agentic AI Foundation (AAIF) under the Linux Foundation. More than 70 agent platforms including ChatGPT, Cursor, GitHub Copilot and VS Code have integrated the standard since it was published in December 2025, with 1 million skills published and nearly 280 million installed. The donation covers the Agent Skills name and logo, the GitHub organization and the agentskills.io domain, with engineers from Anthropic, Google, OpenAI and other companies maintaining it as individuals under Lead Maintainers David Soria Parra and Mahesh Murag.
Why it matters: Anthropic hands its Agent Skills standard to the Linux Foundation's AAIF, the same neutral home as MCP, giving the community a formal say over the spec's roadmap.
Anthropic is inviting principal investigators and their research groups at academic institutions, nonprofits, and government labs to apply for 8–12 week guest investigator projects using Claude in areas such as causal human biology, structural and computational molecular biology, medicinal chemistry, drug discovery, and clinical science. Anthropic will run its models and harnesses at no cost, and outputs will be published with open-source data and code while investigators retain rights to their data. Applications are open for approximately 14 days, with selected participants notified by email about 14 days after the close.
Experimental physicist Christopher Stubbs, former Dean of Science at Harvard University, has joined Anthropic's Long-Term Benefit Trust as its first physicist. Stubbs helped discover the accelerating expansion of the universe and has advised the US government on national security and arms control. He joins Chair Neil Buddy Shah, Richard Fontaine and Ben Bernanke on the Trust, which can appoint a majority of Anthropic's board.
Anthropic is committing 5% of its shares, subject to stockholder approval, to the newly created Anthropic Public Benefit Fund, a wholly owned LLC, with an additional 2% added at the board's discretion for every 50% increase in company value above a set baseline.
Why it matters: Anthropic ties its public-benefit commitment to company growth, so the stake dedicated to public good scales with valuation rather than staying fixed.
Factory is now available on Anthropic's Claude Marketplace, letting enterprise customers apply their committed Anthropic spend toward Factory without a separate buying cycle. Factory automates the software development lifecycle, covering planning, implementation, testing and security, and supports multiple enterprise deployment models. Its customers include NVIDIA, Adyen and Ernst & Young.