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Top stories today:
- Anthropic plans $200B spend on Google cloud, chips over 5 years
- Google, Microsoft, xAI to give U.S. agency early access to AI models
- DeepSeek seeks funding at ~$45B valuation, āBig Fundā in talks to lead
- Google said to test OpenClaw-style AI agent āRemyā in Gemini app
- Subquadratic claims 12M-token context with SubQ after $29M seed
- Meta to build OpenClaw-style āHatchā AI agent
0. Data and calendar
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1. Anthropic said to plan $200B spend on Google cloud, chips over 5 years
Commitment represents ~43% of Alphabetās disclosed ārevenue backlogā:
Anthropic and OpenAI contracts now make up 50%+ of ~$2T in cloud backlogs.
Apr.: Google committed to supplying 5GW of server capacity to Anthropic starting 2027.
Amazon, Google, and Microsoft have invested ~$60B in Anthropic and OpenAI, with plans for another $85B
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3. Google, Microsoft, xAI to give U.S. agency early access to AI models for evaluation
Representational image generated using ChatGPT.
The Commerce Departmentās CAISI will conduct pre-release reviews.
OpenAI and Anthropic have updated their existing agreements with the agency.
The program aims to assess capabilities and improve security before public release.
CAISI has completed 40+ model evaluations since 2024.
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5. DeepSeek said to seek funding at ~$45B valuation, Chinese state-backed āBig Fundā in talks to lead
Founder Liang Wenfeng controls ~89.5% via personal and affiliated holdings:
