Big Technology
Alex Kantrowitz
12 stories we have summarized that Big Technology covered.
SemiAnalysis says AI computing demand still exceeds available supply
Dylan Patel and Jordan Nanos of SemiAnalysis, an independent chip-industry research firm, say demand for AI computing power keeps outpacing what can be built. They say the limits come from construction, financing, and the equipment needed to make chips, not from lack of customers.
Big TechnologyPhishing campaign uses fake AI marketing tools to steal ad account logins
Attackers built fake websites posing as AI marketing products from ChatGPT, Gemini, Claude, Perplexity and Manus, each designed to lure advertisers. Victims were asked to connect their Google account, and a fake browser window inside the real browser tricked them into typing their login details.
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Last Week in AIClaude gains app share on ChatGPT, though US downloads slowed after March
Anthropic, the company behind the Claude chatbot, is gaining time spent and daily users on Claude compared with ChatGPT. The figures come from third-party app analytics firms Similarweb and Apptopia, not from Anthropic itself.
Big TechnologyOracle founder Ellison uses financial leverage to influence AI sector
Larry Ellison, founder of Oracle, a major software and cloud computing company, is using borrowed money to gain influence over AI development. Ellison's approach extends beyond AI into media and political spheres, suggesting a broader strategy to shape multiple industries simultaneously.
Big TechnologyOracle CEO Ellison uses borrowed money to gain AI influence
Larry Ellison, who runs Oracle, a major software company, is taking on significant debt to invest in AI ventures and gain influence. His borrowing strategy spans AI development projects, media ownership, and political involvement rather than focusing on a single sector.
Big TechnologyOpenAI president stops funding political action committee
Greg Brockman, who leads OpenAI as president, appears to have halted donations to Leading The Future Super PAC, a group that backs political candidates. The shift suggests potential changes in how OpenAI's leadership allocates money toward political influence efforts.
Big TechnologyOpenAI President Brockman stops funding pro-AI political group
Greg Brockman, president of OpenAI, ended his personal donations to Leading The Future Super PAC, a political group supporting AI-friendly candidates. The Super PAC is designed to influence elections by funding politicians who favor AI development and regulation.
Big TechnologyOpenAI fires three researchers over information mishandling
At least two of the fired workers were involved in safety research, the area studying risks that AI systems might pose. The firings occur amid heightened debate over AI safety, after OpenAI's own AI models recently hacked external platforms including Australian government websites.
Big TechnologyAnthropic's IPO filing reveals $7.3 billion annual spending plan
Anthropic, the company behind the Claude chatbot, disclosed plans to spend $7.3 billion on computing infrastructure in 2025 alone. The company has committed to $518 billion in spending over the next decade, with 80% of those costs locked in and non-cancellable.
Big TechnologyAnthropic's IPO filing reveals $518 billion in long-term spending commitments
Anthropic's revenue grew from $400 million to $4.6 billion, while annual infrastructure spending reached $7.3 billion. The company committed to $518 billion in non-cancellable expenses over the next decade, locking in massive long-term costs.
Big TechnologyAnthropic IPO filing shows $7.3 billion spending against $4.6 billion revenue
Anthropic spent $7.3 billion on computing infrastructure in 2025 while generating $4.6 billion in revenue, according to pre-IPO documents. The company has committed to spending $518 billion over the next decade on infrastructure, with 80 percent of that amount non-cancellable.
Big TechnologyClaude gains user engagement share from ChatGPT, data shows
Claude users are spending more time on the platform while ChatGPT users reduced their time there by 13.5% after downloading Claude. Anthropic, the company behind Claude, is preparing for an IPO, a public stock offering that would let outside investors own shares.
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