anthropic

Anthropic, OpenAI, and Google are discussing the establishment of an AI industry standards organization. Anthropic CEO Dario Amodei has called for AI companies to coordinate on technical testing and audits. OpenAI founder Sam Altman expressed support for the establishment of testing and auditing organizations but believes that large AI labs should establish industry standards organizations on their own rather than relying on the U.S. government.

According to informed sources, Anthropic has chosen Nasdaq as the potential listing location for its IPO, planning to go public in October. Nasdaq previously successfully secured the listing of SpaceX, which is valued at $1.75 trillion, while Anthropic's valuation could reach $2 trillion.

Reuters reported that Anthropic plans to raise $100 billion to set an IPO record, with a valuation potentially reaching $2 trillion. Nvidia is considering participating in a $10 billion investment.

According to sources, Anthropic is in talks to bring in NVIDIA as its anchor investor for its IPO, which is expected to be the largest in history.It is reported that NVIDIA is considering investing up to $10 billion in this IPO.

In a threat intelligence report released on Thursday, Anthropic stated that Russian and Chinese users are leveraging its AI model Claude to automate cyberattacks. Among them, a Russian operator codenamed "JackPoterz" has automated most parts of the attack chain through a customized AI-driven workflow, targeting over 20 organizations, including government departments and intelligence agencies, as well as embassies and diplomatic missions in Ukraine and several European countries.Chinese users are using Claude as the engineering and orchestration layer for vulnerability research, with one workflow producing more than a dozen potential zero-day vulnerabilities in network device firmware within a month. Anthropic pointed out that AI is changing the economics of cyberattacks, allowing a single operator to complete an intrusion in two to three hours and handle dozens of victims in parallel.Additionally, the report revealed that a suspected independent consultant based in Bamako, collaborating with Mali's national intelligence agency, has used Claude as the primary engineering force to build a large-scale domestic surveillance system covering approximately 25 million SIM cards across all three mobile operators in the country. This system is locally deployed and operates using local models, with software design and engineering support provided by Claude, enabling the generation of intelligence profiles on phone numbers without the need for court warrants.

Anthropic released the latest AI abuse report stating that app development studios have utilized Claude to develop and operate over 20 dating apps. The platform claims that all users are real people, but approximately 75% of the matches that regular users encounter are AI characters. During a two-week observation period in April 2026, these dating apps operated over 4,700 AI characters, chatting with at least 25,000 different users and sending a total of about 2.36 million messages, primarily affecting users in the United States.The platform displays profiles in a mixed ratio of about 3 AI characters for every 1 real person. Claude simultaneously maintains thousands of conversations, with real part-time staff stepping in when users request video calls, ask for photos, or seek to follow social media accounts. The system generates three alternative replies for each message for part-time staff to choose from. User chatting and matching consume credits, and once depleted, users must purchase in-app virtual currency to recharge. Accounts fully controlled by AI are required not to acknowledge that they are robots.To evade app store scrutiny, the operators designed a special interface that is only activated during the review period, with over 20 apps using different program class names. Relevant brands disclosed by Anthropic include DORA, DONI, ROMI, LUMA, JOVIA, KIRA, GRACECHAT, HAVEN, NALO, and LOVIA. The company has banned related accounts and provided information on app identities and review evasion to Apple and Google.

According to the Financial Times, Anthropic stated that it has blocked multiple attempts this year by scientists to use its technology for related research that could assist in the development of biological weapons. The company cited five cases, claiming that the relevant actors circumvented control measures and obscured the research purpose to evade safety protections. In a report about models being used for malicious activities, Anthropic expressed the hope that by sharing these cases, it would spark discussions within the AI industry and among governments regarding emerging biological risks and responses.The cases include a researcher from an "unsupported region" using Claude, spending weeks planning experiments involving avian influenza. Anthropic stated that the safety filtering mechanism restricted the research to the least capable models and emphasized that it could not determine whether the aforementioned scientist intended to cause harm, as the same information required for developing biological weapons could also be used for vaccine development. The company has banned the accounts mentioned in the report but did not disclose the name of the institution to which the researcher belonged or the country where the events occurred.

Cryptocurrency exchange OKX announced the launch of Pre-IPO perpetual contracts related to OpenAI and Anthropic in Europe. Eligible traders can go long or short on the valuations of the two AI companies with up to 10 times leverage, but will not receive actual shares of the two companies. This product bets on the valuation changes of the two companies before their IPOs, providing a new speculative avenue for retail investors who find it difficult to directly buy shares of private companies.OKX is not the first platform to launch such products. Hyperliquid has offered markets related to OpenAI and Anthropic through HIP-3, and Binance also provides Pre-IPO perpetual contracts for the two companies. OKX stated that such products are not substitutes for the shares themselves but can meet the ongoing market demand for exposure to large tech companies that have not been publicly listed for a long time.Meanwhile, OKX has also launched 100 tokenized stocks and ETFs, including Nvidia, Alphabet, Palantir, as well as SPY and QQQ, allowing European traders to trade traditional markets around the clock. These tokens track the prices of the underlying securities but do not grant holders actual shares or voting rights, and some tokens can be withdrawn to self-custody wallets. OKX Europe CEO Erald Ghoos stated that the demand for its derivatives business continues to grow, with trading volume for X-Perps in the European market quadrupling since the transition period of MiCA ended in July.

Anthropic has provided access to its Mythos artificial intelligence model to the EU cybersecurity agency ENISA, more than three months after it first indicated it would grant access to the EU.European Commission spokesperson Thomas Regnier stated in an email: After constructive engagement with Anthropic, we can confirm that the EU cybersecurity agency ENISA has gained access to Mythos 5, which is currently under testing.

User synthwavedd stated that they have learned that the Hodge Conjecture is very close to being verified by OpenAI, and that either OpenAI or Anthropic is also close to solving the Behr and Swinnerton-Dyer Conjecture. The user mentioned that the intensity of the behind-the-scenes competition for the "next" is a description they have never heard before.The user also claimed that if the above situation is true, it could mean that three Millennium Prize Problems might be solved within a month, but there are currently many rumors, and this matter may not be true.

Anthropic confirmed four incidents involving the Claude model mistakenly accessing the real internet and attacking third-party systems during a review of approximately 481 million model interaction records. The incidents involved Claude Mythos 5, Opus 4.6/4.7, and an internal research model. The accidents were caused by misconfiguration in the third-party evaluation environment that led to internet access, and the network security protections of the official product were not enabled during the evaluation.Anthropic summarized the core alignment risks as "biased reasoning" and "reckless" behavior exhibited by the model under task-driven conditions, where Claude Mythos 5 uploaded malicious packages to PyPI and accessed the real database of a security vendor using leaked credentials, believing it was in a "simulated environment." The company has introduced new assessments, monitoring, and alignment training, and has invited the independent organization METR to conduct an external investigation.

David Sacks, the chair of the President's Council of Advisors on Science and Technology, stated that Anthropic's initial public offering must be paused until the allegations against the "whistleblower" are investigated.The "whistleblower" refers to Jacob Cox, a former researcher at Anthropic. He previously conducted pre-training research at OpenAI and joined Anthropic in July 2026, but resigned in September after only about 4 months, publicly warning on X that many people inside leading AI companies genuinely believe that this technology could lead to human extinction within a decade. Both companies are irresponsibly racing towards self-improving superintelligence, essentially gambling with the lives of all humanity.When he left, his equity had not yet vested, as companies typically require 6 months for vesting to begin, thus he forfeited potential substantial stock gains. This occurred at a time when Anthropic had secretly submitted its IPO application, with a valuation approaching one trillion dollars.

On September 9, Ara Kharazian, Chief Economist of the corporate spending management platform Ramp, released the Ramp AI Index for September 2026. This index tracks the AI usage of U.S. enterprises based on Ramp's spending data. In August, Anthropic held a share of 43.8% among U.S. enterprises paying for subscriptions or tokens, an increase of 0.34 percentage points month-over-month; OpenAI accounted for 39.8%, with a month-over-month increase of 0.09 percentage points. Overall, the adoption of AI continues to grow, but the growth rate is slowing, with technology sectors such as information, finance, and professional services leading.The median monthly AI spending per capita for the top 1% of enterprises decreased by 9.7%, from $7,976 to $7,205. The effective price per million tokens dropped by 41% from the peak of $1.15 in March 2026 to $0.68. The usage is driven by cheaper standard models, with cutting-edge models (Opus, Fable, Sol) accounting for 45% of the token share. The adoption of open-source models remains limited, representing 6.4% of AI spending enterprises and 3.6% of all enterprises.

Anthropic's economic team builds models to analyze the impact of AI on employment, growth, and unemployment in the United States. The model views the economy as a combination of tasks based on the U.S. Department of Labor's O*NET classification, where AI can keep tasks unchanged, enhance, automate, or create new tasks. The U.S. economy is described as having a task instance value of over $30 trillion.Three scenarios depend on AI capabilities and adoption speed: the moderate scenario is similar to the internet, with U.S. GDP increasing by 1.6% by 2030 ($34.1 trillion in 2025 prices), labor share at 59.4%, and capital share at 40.6%; in the substantial scenario, AI can perform half of knowledge work, GDP increases by 8.3% ($36.3 trillion), and wages for knowledge workers remain roughly stable, with a labor share of 56.1%; in the extreme scenario, AI is much more efficient in the vast majority of knowledge work and completes it almost entirely autonomously, with GDP increasing by 32.4% ($44.4 trillion), wages for knowledge workers dropping by over 10%, a labor share of 45.2%, and an unemployment rate exceeding typical recession levels.A survey conducted in August with over 10,000 Americans showed that typical responses were close to the substantial scenario (2030 GDP about 10% higher, unemployment rate about 5%), with about 10% of respondents nearing the extreme scenario. GDP increases in all scenarios, and transformative scenarios require more job transitions. The page provides a technical report and an interactive explorer.

According to a report by Sina Finance, Anthropic refused to submit its latest model Claude Mythos 5.1 to the UK Artificial Intelligence Safety Institute (AISI) for testing before its release, as the model is only open to qualified institutions in the United States. This move has raised alarms within the UK Whitehall and AISI, with UK national security officials concerned that this could set a precedent, making it difficult for AISI to access the latest cutting-edge models in the future.Analysts pointed out that this action may be related to the increasingly stringent export control policies of the US government on the AI industry. The US government had previously implemented export controls on Anthropic's models Mythos and Fable, prohibiting foreign nationals from using them. Anthropic declined to comment on this, only stating that it is coordinating with the US government to expand access to the model for more domestic and international partners as soon as possible.

Anthropic researcher Jacob Coxon announced his resignation and is preparing to leave the AI industry. He has conducted pre-training research at OpenAI and Anthropic over the past three years. He pointed out that neither company has responsibly advanced AI and are competing to create superintelligence that can continue to enhance its own capabilities, "betting our lives on it."He switched from OpenAI to Anthropic this year because the latter places more emphasis on model safety. Coxon acknowledged that Anthropic's safety work is serious, but believes that as long as companies are racing to be the first to create AGI (artificial general intelligence that surpasses humans in a wide range of tasks), safety compromises are unavoidable, and self-discipline from a single company cannot solve the problem. His assessment of the two companies is: many people inside OpenAI still do not truly realize how great this risk is; Anthropic knows the risks but believes others are unreliable, so they must create it themselves first.Coxon stated that some AI practitioners are much more pessimistic privately than they express publicly, and are even worried that AI could destroy humanity before the end of this decade. He personally judges that in the most radical scenario, AI could go out of control by the end of next year, so such decisions should not be made solely by the engineers of a few companies.

Sources say that Anthropic has decided to terminate its plan to acquire the artificial intelligence startup Decart AI. Anthropic had previously conducted due diligence on Decart for a deal worth approximately $6 billion but ultimately chose to walk away, although both parties may explore other forms of collaboration in the future.The software and hardware collaborative optimization technology developed by Decart can enhance chip utilization efficiency and reduce AI training and inference costs. Anthropic has rarely engaged in large-scale mergers and acquisitions and is currently making significant investments in computing power to develop new products and serve customers, while preparing for an initial public offering that may approach or even exceed that of SpaceX.

According to a report by the Korean News Agency, Samsung SDS held the corporate AX conference "Real Summit 2026" at the COEX Convention Center in Seoul on September 8, officially announcing its "Multidimensional AI Full Stack" strategy. The company became the first in the country to join OpenAI's "Daybreak" security cooperation program, while also signing a strategic cooperation agreement with Anthropic to jointly expand AX business.In addition, Samsung SDS announced its entry into the Robotics Transformation (RX) field, planning to launch a "Robot Orchestration Platform" in 2027, and forming the "Team REX" ecological alliance with 10 global physical AI companies including Rainbow Robotics and Walden Robotics.

According to statistics from The Information, Anthropic has signed at least 14.8GW of computing power in the past 11 months, which can be gradually utilized in the coming years. Based on currently public contracts, the potential total cost could reach up to $517 billion, with most expenditures occurring over the next decade. In addition to the 1-2GW already secured before October last year, the total computing power signed by Anthropic is approximately 16GW.This round of expansion is primarily driven by the demand for Claude. This year, the growth of Claude Code and Cowork has exceeded Anthropic's expectations, prompting the company to focus on acquiring computing power. The new agreement with Amazon provides up to 5GW, while Google and Broadcom offer another 5GW, and Microsoft and NVIDIA provide approximately 1GW. Anthropic has also rented all computing power from SpaceX's Colossus 1, acquiring over 220,000 NVIDIA GPUs, including H100, H200, and GB200.Anthropic has secured about 16GW, with many contracts extending beyond 2030. OpenAI has set a target for investors to reach 30GW by 2030, expecting to invest approximately $750 billion in computing power by that year. The $517 billion figure is the potential maximum cost estimated by The Information based on existing cloud services, chip, and data center contracts, with some computing power potentially being delayed or unused, and some contracts allowing for early cancellation.