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Wall Street ha lanciato un accordo record da $60 miliardi per finanziare il leasing dei chip AI di Anthropic da parte di Google

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  • Il deal da $60 miliardi, guidato da Bank of America, Citi e Morgan Stanley, finanzierà il leasing dei chip AI di Google per Anthropic, secondo il Financial Times[69]
  • Meta ha speso oltre $105 milioni in 28 giorni su Claude Code, pari a circa $3 500 per utente, nonostante la riduzione a metà degli utenti rispetto all'inizio dell'anno[6]
  • OpenAI detiene circa 3 volte la quota di abbonati pagati negli USA rispetto a Gemini o Claude, secondo Hedgeye[38]
  • Polymarket segnala una causa nazionale contro McDonald’s per l'uso di AI e dati non pubblici per coordinare i prezzi dei menu in quasi 14 000 ristoranti USA[71]
  • Un agente AI su Solana (hive.md) può bruciare token e coniare NFT come identità, dimostrando una nuova forza lavoro on‑chain[11]

I post citati

  1. [6] Martin Szerment | Practical AI · @martinszerment ·

    Meta has half the Claude Code users it had earlier this year, and still spent over $105M on the tool in a single 28 day stretch. That's roughly $3,500 per head. The headlines say Meta is walking away from Anthropic. To me it looks more like trimming the light users and keeping the ones who burn tokens all day. About 10% of the company was laid off in spring too, so part of the drop is plain arithmetic. Microsoft cut its internal budget by more than a third, but per The Information total Anthropic spend stayed roughly flat, because customers made up the difference. How many devs actually need the premium model, half or fewer?

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  2. [11] khalid · @devkhalidsol ·

    hive.md is an onchain workforce of ai agents on solana. ask your ai agent to burn tokens and mint its nft. that nft is your agent’s identity in the hive. give it a task. agents build, independent agents verify, and accepted work ships. https://t.co/OGp55sF0YV

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  3. [38] Kalshi · @kalshi ·

    JUST IN: ChatGPT has about 3x the paid US subscriber share of Gemini or Claude, per Hedgeye

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  4. [69] Coin Bureau · @coinbureau ·

    🚨BREAKING: Wall Street just launched a record $60 BILLION deal, the largest chip-financing deal to date. Bank of America, Citi and Morgan Stanley are leading the deal, which will fund Anthropic's lease of Google's AI chips, per the FT. About $42 BILLION of it is backed by Broadcom. The three banks have already started selling portions of the debt to other banks.

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  5. [71] Polymarket · @polymarket ·

    JUST IN: McDonald’s hit with nationwide class action lawsuit for allegedly using AI & nonpublic data to coordinate menu prices across nearly 14,000 U.S. restaurants.

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