Some developers have told me that the rising costs of frontier AI models from Anthropic and other firms could prompt them to shift to cheaper open-source AI. After all, when companies as sophisticated as Uber are accidentally blowing through their entire year’s AI budget in a matter of months, ...

Anthropic and OpenAI are widening the revenue gap between themselves and the rest of the AI startup field. A group of 34 leading startups in that sector, including Anthropic and…

Anthropic and OpenAI now capture 89 percent of revenue among top AI startups, according to an analysis by The Information.

Amazon’s yearslong effort to build a serious alternative to Nvidia’s dominant AI chips is starting to gain traction. Anthropic and OpenAI, which have struck multibillion-dollar…

Some developers have told me that the rising costs of frontier AI models from Anthropic and other firms could prompt them to shift to cheaper open-source AI. After all, when…