Anthropic hits $65 billion + Nvidia backs an Ohio OpenAI campus

Bloomberg reports that Anthropic hit $65 billion in annualized revenue at the end of July, up from $47 billion in May and $9 billion at the close of 2025. Over roughly the same stretch OpenAI doubled to $40 billion, though the two companies may calculate the metric differently. Investors told the Financial Times they expect Anthropic to finish 2026 somewhere between $100 billion and $120 billion.

Nvidia is investing $1.5 billion in SB Energy, the SoftBank-backed developer of the PORTS-Pike campus in Pike County, Ohio, and is providing credit support covering the land, power and buildings so the site can open at just over four gigawatts and scale to eight. SB Energy will own and operate the data center under a 20-year lease to OpenAI, with Nvidia named the exclusive compute supplier. SB Energy and SoftBank say they will build at least 10 gigawatts of new generation and put at least $4.2 billion into regional grid infrastructure through a partnership with the utility AEP Ohio that is designed to protect ratepayers.

404 Media hid an Apple AirTag in one title inside a 1,000-book bulk order placed through the marketplace Biblio, after booksellers grew suspicious of unusually large purchases. The tag ended at an Amazon complex in Las Vegas, inside a unit called VGT3 whose doors carry a logo of a dinosaur holding a book. Workers there described cutting the bindings off incoming shipments so the pages scan faster, destroying the books in the process. Amazon said it "purchases books through commercial channels to improve the products and services customers use."

Wiz Research says its autonomous Red Agent, running without human direction, found a command-injection flaw in a Snowflake GitHub Actions workflow that let anyone run code by opening an issue with a crafted title. The vulnerable change had shipped in a pull request co-authored by GitHub Copilot Autofix, which reviewed the same code and marked it clear. An exposed Jira token gave read access to Snowflake's engineering, security compliance and bug bounty projects. Snowflake patched the same day and says no outside party got in.

Responsible Statecraft reports that a firm called Piro, working for the Israeli Government Advertising Agency, created the Hanover Institute for Public Policy, which has published more than 100 reports since August 6 with footnotes, tables of contents and a neutral register. Piro's own site advertises "AI Story Optimization" and content "engineered for how LLMs evaluate credibility," and a co-founder posted about reverse-engineering how ChatGPT, Gemini and Perplexity assemble answers. GPTZero flagged eleven of twelve sampled articles as machine-written.

Groq closed a $350 million round, led by Disruptive with Nvidia participating, at a $3.5 billion valuation — down from $6.9 billion in September 2025, before Nvidia hired founder Jonathan Ross and much of his senior team in a $20 billion licensing deal. Groq calls the figure a reset rather than a down round, and the business being funded is a different one: it runs its own inference chips across 13 data centers, and was certified this month as an Nvidia cloud partner so it can add Nvidia hardware alongside them. Capacity is set to climb from 54 megawatts to more than 200 megawatts in 2027.

Google's PhotoScan model estimates body composition — including the visceral fat ratios that a scale and a tape measure cannot see — from standard two-dimensional smartphone pictures. It was pre-trained on more than 35,000 UK Biobank participants with clinical scan ground truth, fine-tuned on 677 adults photographed with real phones, and validated against a 132-person longitudinal trial. It beat smartwatch bioimpedance on body fat percentage and improved insulin-resistance classification well past demographics alone. Google calls it a research prototype, not a product.

Wispr, whose Flow app turns speech into text across iOS and Android, raised $280 million in a Series B, led by Menlo Ventures, at a $2 billion valuation — its second round in under ten months, and $361 million raised in total. The company is pushing beyond dictation into meeting notes, where it runs against Granola and Fireflies, alongside hardware tie-ins such as the Oasis ring and a new Wispr Interface Labs group staffed partly by people from Amazon's early Alexa work.