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Anthropic ha registrato un aumento del 46% dei ricavi nel terzo trimestre, raggiungendo $16,8 miliardi
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- Il Q3 2026 ha visto i ricavi di Anthropic salire da $11,5 miliardi a $16,8 miliardi, un incremento del 46% secondo Reuters e FT[75][76]
- Nvidia ha dichiarato che taglierà i clienti che sviluppano IA non sicure, ma ha anche affermato che le preoccupazioni sul bubble sono esagerate[16]
- SpaceX sta già impiegando la propria IA, Grok Voice, per gestire circa 20.000 chiamate al giorno nei call centre di Starlink, con il 70% delle chiamate risolte senza intervento umano[2]
- Il rapporto CPI statunitense ha spinto le azioni AI al ribasso, con Reuters che segnala un forte calo del mercato azionario a seguito dei dati CPI[43][46]
- Elon Musk ha elogiato Grok come “il miglior modello vocale conversazionale al mondo” su X[61]
I post citati
[2] Consiliumcapital · @consiliumafrica ·
SpaceX is already putting its own AI to work inside Starlink. Call centres are using Grok Voice to handle around 20,000 customer calls a day across several languages. Roughly 70% of those calls are resolved without a human agent stepping in, and about one in four sales calls ends with a purchase before the caller hangs up. The agent can check customer details, help with hardware issues, issue credits, and arrange replacements. This is also a sign of growth higher up the AI stack, at the applications layer where models start creating real operating value. It is an early but practical example of the company using its own tools to improve efficiency in a business it already runs at scale. Support costs can come down and conversion can improve without needing to add staff in line with call volume. As Starlink continues to grow, that kind of operating leverage becomes more useful, and the same approach can be extended to other parts of the business over time.
Apri su X[16] The Business Times · @businesstimes ·
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Apri su X[43] Reuters · @reuters ·
Red hot CPI report fuels AI rout
Apri su X[46] Reuters · @reuters ·
Asian markets sell off as AI trades crumble after hot US CPI data
Apri su X[61] Elon Musk · @elonmusk ·
Grok is the best conversational voice model in the world
Apri su X[75] Wall St Engine · @wallstengine ·
ANTHROPIC Q3 REVENUE JUMPS 46% TO $16.8B AHEAD OF POTENTIAL NOVEMBER IPO The Claude developer told investors it was profitable on an adjusted basis and cash flow positive during the quarter, despite the significant costs associated with AI infrastructure. The update came during investor presentations in San Francisco as Anthropic prepares for a potential November listing. The company also outlined plans to spend more than $500B on computing and infrastructure over the next decade, while its preliminary IPO filing highlighted risks associated with unpredictable AI model behavior. Source: Financial Times.
Apri su X[76] Paradis · @paradislabs ·
Anthropic revenue jumps to $16.8B in third quarter (FT) Investors were told that Anthropic were profitable on an adjusted basis, and that quarterly revenues had increased almost 50% from the $11.5B recorded in Q2. In an early iteration of the S-1 filing circulated to a small group of investors last month, almost a third of the document was devoted to “risk factors”, including the possibility of AI models show unpredictable and malicious behaviours. Anthropic warned investors its technology could pose an “existential risks to humanity”.
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