Anthropic

On September 13, 2026, Business Insider and Reuters reported Anthropic selected Nasdaq for a potential October IPO, while the FT said the company told investors adjusted operating income was positive for a second consecutive quarter on $11.5 billion of Q2 revenue. Confidential S-1 already on file; not a pricing.

On September 12, 2026, Anthropic CEO Dario Amodei published “We Must Pace the Frontier,” committing Anthropic unilaterally to METR-class evaluators with employee-like access. Sam Altman said OpenAI will do the same; Elon Musk said Dario is right. Pacing is not a halt.

On September 10, 2026, Anthropic published its most detailed threat-intelligence report to date, covering December 2025–August 2026: Alibaba-linked distillation at >151 million chain-of-thought exchanges, a China dating-app studio with >4,700 AI personas, and five blocked biology cases it does not claim were intended harm.

On September 4, 2026, Anthropic published the first end-to-end computer-checked Fermat’s Last Theorem: ~13 million lines of Lean, ~29,500 theorems, ~6 billion output tokens, produced in about 11 days by agents using a model roughly comparable to Fable 5.1—not a new human proof.

On September 1, 2026, Bloomberg and DCD reported Anthropic signed about $35 billion of cloud with Nvidia-backed Lambda for roughly 350 MW at Hut 8’s Beacon Point campus in Nueces County, Texas, with Nvidia holding the lease. Anthropic declined comment.

On September 1, 2026, Anthropic launched Claude Fable 5.1 generally and Mythos 5.1 for trusted-access programs, cut cache reads to $0.25 per million tokens, and opened Enterprise Frontier Safeguards so monitoring data stays in the customer’s cloud.

On August 31, 2026, Anthropic published process changes after July’s three real-system eval incidents and the August 4 UK AISI Mythos 5 live-internet case: a real-time escape classifier, paused-then-restarted cyber evals, ~150 engineers moved to security, and a planned METR independent review.

On August 30, 2026, The Information reported OpenAI purchased tens of thousands of headless Mac mini and Mac Studio units for reinforcement learning and computer-use agent training; Anthropic is renting Mac mini capacity through AWS for similar work.

On August 28, 2026, OpenAI said it will stop serving Cursor after SpaceX’s acquisition of Anysphere closes, with a proposed November 12 cutoff. Cursor CEO Michael Truell said OpenAI is about 5% of Cursor traffic; Anthropic’s Tom Brown said Claude compute will fill the gap.

On August 27, 2026, OpenAI published “A call for collective action on cyber defense,” an open letter signed by Anthropic, Google, Microsoft, AWS, and more than 100 banks, insurers, and security vendors warning that AI-enabled attacks will scale within months—without deadlines or spending pledges.

On August 27, 2026, Anthropic opened a research preview of the Model Hardware Standard (MHS)—a model-agnostic driver spec, born with HHMI Janelia, so AI agents can discover and operate microscopes, liquid handlers, and robot arms via MCP, CLI, or APIs—before a later open-source release.

On August 27, 2026, Anthropic opened a Claude team plan for scientists: 10,000 seats worldwide for verified principal investigators—Standard free, Premium $15/month at 5× usage, up to a year—and said it will expand AI for Science credits beyond biology, while Fable still blocks professional bio queries.

On August 26, 2026, Bloomberg and Reuters reported Anthropic will pay Nscale about $45 billion over six years for roughly 460 megawatts of Nvidia Vera Rubin compute at Nscale’s Monarch campus in Mason County, West Virginia, from late 2027. Anthropic declined comment.

On August 21, 2026, Anthropic said Claude Security scans for Claude Enterprise now run on Claude Mythos 5—returning CWE category, confidence, severity, and a suggested patch without giving the user a Mythos prompt box—and launched the Defender Advantage Fund with $35 million in Claude credits for open-source vulnerability work. Cyber Verification Program expansion toward Mythos-class access is previewed.

On August 20, 2026, Anthropic moved computer use, the Skills API, and the Files API to general availability on the Claude Platform and added a browser-use tool that reads page structure, not just pixels. Computer use now supports multi-action turns and HIPAA-eligible workloads under Anthropic’s BAA; Files API gets automatic expiration, 5× rate limits, and 1 TB of org storage.

On August 18, 2026, Guidelight AI Standards published its first public Control assessment of Anthropic, OpenAI, Google, xAI, and Meta. Information current through August 18; no lab scored above 3/5 on any of six practices. Anthropic and OpenAI tied at C+ (2.50); Google D+ (1.50); xAI D− (0.83); Meta F (0.67).

On August 18, 2026, The Information reported Anthropic is preparing a new class of extra-voting stock for CEO Dario Amodei and other co-founders—the first time its leaders would hold super-votes—to insulate them from public shareholders, with an IPO window as soon as late September; Anthropic did not comment.

On August 17, 2026, Bloomberg and CNBC reported Anthropic told IPO investors over the weekend that annualized revenue reached $65 billion at the end of July—about 7× a year ago and up from a $47 billion May run rate—alongside the already-reported preliminary Q2 print above $11.5 billion.

On August 14, 2026, Anthropic published its redacted August Risk Report under Responsible Scaling Policy 3.4: coverage through July 15, catastrophic misalignment harm moved from “very low” to “low,” an unreleased internal Model 2 described as somewhat more capable than Mythos 5 with no public-release plan, and an 11-month gap in blocking biological classifiers on vendor human-feedback traffic.

On August 14, 2026, Bloomberg reported documents showing Anthropic’s preliminary second-quarter revenue exceeded $11.5 billion—more than 14× the $787 million in Q2 2025 and up from $4.73 billion in Q1 2026—with positive adjusted operating income; figures are preliminary and Anthropic declined to comment.

On August 14, 2026, Anthropic explained how future Claude models will embed a SynthID-Text-style watermark—undetectable to readers, with no extra tokens or user identifiers—to comply with the EU AI Act’s August 2 marking rules, applied globally at launch because the lab cannot yet scope it by region.

On August 13, 2026, Bloomberg reported Anthropic is in talks to acquire Israeli startup Decart AI—real-time generative video, world models, and GPU-efficiency tech—for about $6 billion, which would be Anthropic’s largest known deal; the talks are early and could still fall through.

On August 10, 2026, Anthropic, Macquarie Asset Management, and Singapore’s GIC announced Theseus Infrastructure—a dedicated data-center platform with Anthropic as anchor tenant, initial U.S. focus, Macquarie and GIC funding the bulk of project equity, and Anthropic committing to cover consumer electricity price impacts from the facilities.

On August 7, 2026, Anthropic said it rewrote Claude Fable 5’s biology safety classifiers to cut biology-related fallbacks by about 85% across product surfaces—unblocking everyday health and education queries—while still routing dual-use domains such as virology, toxicology, and molecular design to Opus 5.