Anthropic doubles Claude Code limits + 300 MW SpaceX deal; DeepSeek nears $45 billion

Anthropic announced two structural changes the same day. First, Claude Code's five-hour rate limits double across Pro, Max, Team, and Enterprise plans, and the peak-hours throttle is removed for Pro and Max — an immediate boost for paying developers. Second, Anthropic gains access to over 300 megawatts of compute (more than 220,000 NVIDIA GPUs) at SpaceX's Colossus 1 data center, with capacity deployable within a month. The compute deal materially diversifies Anthropic away from its existing Amazon Trainium and Google TPU reliance and is the first time SpaceX has been named as a frontier-lab compute partner.

DeepSeek is closing its first venture round at a reported $45 billion valuation, up from $20 billion just weeks ago. The round is led by China Integrated Circuit Industry Investment Fund, with Tencent and Alibaba participating. Founder Liang Wenfeng controls roughly 90% of the company and had not previously sought outside capital — the round is framed as a way to offer employee equity and retain talent against intensifying domestic competition. The valuation places DeepSeek alongside frontier US labs and reinforces China's push to build AI on Huawei silicon, independent of US export controls.

Apple agreed to pay $250 million to settle a class-action suit alleging it misrepresented the availability of Apple Intelligence — particularly an upgraded Siri marketed as ChatGPT-class — in iPhone 15 and iPhone 16 launches. Eligible US buyers between June 2024 and March 2025 can claim up to $95 per device. Apple admitted no wrongdoing. The settlement is the first major legal precedent for AI marketing claims and lands one month before WWDC on June 8, where Apple is expected to finally unveil the AI-enhanced Siri it has been promising for two years.

Google released an acceleration update for its open-weight Gemma 4 family using multi-token prediction — the same speculative-decoding technique that delivered DeepSeek V3.2's recent throughput gains. The update claims up to 3x faster inference on Gemma 4's 26 billion- and 31 billion-parameter variants, alongside the smaller E2B and E4B mobile models, with no quality regression. Combined with April's Gemma 4 launch, Google is positioning Gemma as the most efficient open-weight family for on-device and single-GPU deployment, narrowing the gap with Llama and Qwen.

Genesis AI unveiled GENE-26.5, a robotics foundation model paired with proprietary human-anatomy-mimicking robotic hands and a sensor-laden data collection glove. Demos show the hands cooking, playing piano, and solving Rubik's cubes — tasks that have stumped two-finger gripper designs. The Khosla- and Eclipse-backed startup raised a $105 million seed in July 2025 with Eric Schmidt and Xavier Niel participating; today's demo is the first public proof of its full-stack thesis, putting it in direct competition with Physical Intelligence and Skild AI as a software-and-hardware bet rather than a pure foundation-model play.

San Francisco lab Zyphra released ZAYA1-8B, an 8.4 billion-parameter mixture-of-experts model with only 760 million active parameters at inference. On math benchmarks the model matches DeepSeek-R1 (89.1 on AIME 2026, 71.6 on HMMT) and stays competitive with Claude Sonnet 4.5 on reasoning, despite running roughly an order of magnitude smaller. Most notably, the model was trained on a 1,024-node AMD Instinct MI300X cluster with AMD Pensando Pollara networking — the first frontier-quality math model trained outside the NVIDIA CUDA stack. Weights are on Hugging Face under Apache 2.0.