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Microsoft, Nvidia, and Anthropic have unveiled a set of new strategic partnerships valued at 45 billion dollars. Anthropic plans to scale its Claude models on Microsoft Azure and has agreed to purchase 30 billion dollars in Azure compute capacity, plus up to one gigawatt of additional capacity. As part of the deal, Nvidia and Anthropic are collaborating closely for the first time on model design and engineering, tuning Claude for Nvidia's architectures. The compute stack includes Nvidia's Grace Blackwell and Vera Rubin systems. Nvidia is investing up to 10 billion dollars in Anthropic, while Microsoft is investing up to 5 billion dollars.

Microsoft Foundry customers will gain access to Claude models like Claude Sonnet 4.5, Claude Opus 4.1, and Claude Haiku 4.5. With this move, Claude becomes the only top-tier model available across all three major cloud platforms. Microsoft also continues using Claude across its Copilot lineup, including GitHub Copilot and Microsoft 365 Copilot. CEOs Dario Amodei, Satya Nadella, and Jensen Huang introduced the partnerships in a ten-minute announcement video.

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Thinking Machines Lab, founded by former OpenAI CTO Mira Murati, is looking to raise up to five billion dollars in new funding, according to The Information. That would at least triple the nine-month-old company's existing capital. A second source says the startup is aiming for a valuation of at least 50 billion dollars.

The company previously raised two billion dollars at a ten-billion-dollar valuation from backers including Andreessen Horowitz. The money will support research, new hires, and computing resources. In October, the company launched Tinker, a tool that lets developers customize open AI models. Thinking Machines is also working on a consumer-facing product, potentially a voice-based AI assistant.

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Yann LeCun accuses Anthropic of regulatory capture. The dispute centers on an AI-driven cyberattack that Anthropic says happened with almost no human oversight and posed a serious cybersecurity threat. After the company published its findings, US Senator Chris Murphy called for tougher AI regulation.

Chris Murphy and Yann LeCun reacted publicly after Anthropic warned about a large-scale AI-driven cyberattack. | Image: X

LeCun, who reportedly is preparing to leave Meta, pushed back on the political reaction and accused companies like Anthropic of using questionable studies to stoke fear and push for stricter rules that would disadvantage open models. In his view, the goal is to shut out open-source competitors.

Trump's AI advisor, David Sacks, has also accused Anthropic of using what he called a "sophisticated regulatory capture strategy based on fear-mongering."

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Anthropic has released a method to check how evenly its chatbot Claude responds to political issues. The company says Claude should not make political claims without proof and should avoid being viewed as conservative or liberal. Claude’s behavior is shaped by system prompts and by training that rewards what the firm calls neutral answers. These answers can include lines about respecting “the importance of traditional values and institutions,” which shows this is about moving Claude into line with current political demands in the US.

Gemini 2.5 Pro is rated most neutral at 97 percent, ahead of Claude Opus 4.1 (95%), Sonnet 4.5 (94%), GPT‑5, Grok 4, and Llama 4. | via Anthropic

Anthropic does not say this in its blog, but the move toward such tests is likely tied to a rule from the Trump administration that chatbots must not be “woke.” OpenAI is steering GPT‑5 in the same direction to meet US government demands. Anthropic has made its test method available as open source on GitHub.

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Google plans to invest about 5.5 billion euros (around $6 billion) in Germany by 2029, with most of the funding going to new data centers and expanded office space. The company will build a new data center near Frankfurt and expand another facility in the same area. Munich, Frankfurt, and Berlin are also slated for new or larger office spaces.

Google says these projects will support around 9,000 jobs per year and contribute over 1 billion euros annually to Germany’s economic output. German Finance Minister Lars Klingbeil described the move as "investments for future jobs in Germany" and emphasized the need to boost private investment alongside public funds. "This is exactly what we need right now," Klingbeil said. According to Google, these investments are part of its long-term strategy for Europe.

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