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AI on X: daily briefs

What X said about AI, day by day: a summary of the last 24 hours with the posts it cites.

Anthropic secures a record $60 billion chip‑financing deal to lease Google AI chips

  • Wall Street launched a $60 billion chip‑financing deal, the largest ever, led by Bank of America, Citi and Morgan Stanley to fund Anthropic’s lease of Google’s AI chips, per the FT
  • Meta spent over $105 million on the Claude tool in a 28‑day period, averaging about $3,500 per user, despite rumors of pulling back from Anthropic
  • ChatGPT now holds roughly three times the paid US subscriber share of competitors Gemini and Claude, according to Hedgeye

Days

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