Anthropic Revenue Crosses $30B, Surpassing OpenAI for First Time
Anthropic's annualized revenue run rate hit $30B, overtaking OpenAI's $25B for the first time. Over 1,000 enterprise customers now spend more than $1M/year on Claude, doubling from 500 in February. The company's growth rate is unprecedented in enterprise SaaS.
Google Releases Gemma 4 Under Apache 2.0 — Most Capable Open Model Family
Google shipped Gemma 4 in four sizes with native vision, audio, function calling, 256K context, and 140+ language support. The flagship 31B model scores 80% on LiveCodeBench and 89.2% on AIME 2026. Apache 2.0 license means zero restrictions for commercial use.
Anthropic Expands Google/Broadcom Partnership — 3.5 GW of TPU Capacity
Anthropic signed its largest compute deal yet with Google and Broadcom, securing approximately 3.5 gigawatts of next-gen TPU capacity starting 2027. This adds to roughly 1 GW of Google compute already committed for 2026. CFO Krishna Rao called it their most significant compute commitment to date.
Meta and CoreWeave Expand Deal to $35B Total Through 2032
CoreWeave and Meta expanded their partnership with a $21B agreement through 2032, bringing total announced deals to ~$35B. The deal includes capacity for one of the first NVIDIA Vera Rubin platform deployments.
MCP Crosses 97 Million Installs
Anthropic's Model Context Protocol hit 97 million installs in March, crossing the threshold from experimental standard to foundational infrastructure. The Agentic AI Foundation, formed under the Linux Foundation, now anchors MCP alongside OpenAI's AGENTS.md and Block's Goose framework.
OpenAI Proposes Robot Taxes and Four-Day Workweek in Policy Paper
OpenAI released a 13-page policy paper proposing robot taxes, a public wealth fund, and a four-day workweek to address AI-driven labor displacement. The paper forecasts widespread automation could require fundamental restructuring of work and taxation.
Stanford AI Index 2026 Report Published
Stanford's annual AI Index report dropped, showing AI-related publications now represent 6-9% of all natural sciences papers. The report provides the most comprehensive data-driven snapshot of AI's current state across industry, research, and policy.