Anthropic released its small model Claude Haiku 5.5 on October 7 on its own platform and on Amazon Web Services, Google Cloud and Microsoft Azure. For requests of up to 100,000 tokens it costs $0.10 per million input tokens and $0.50 per million output…
Finance angle The finance angle is the price of AI computing for the companies that buy it. Anthropic puts the overall cost of running a workload about 75% below Haiku 4.5, and says the Sonnet change takes roughly 20% off a typical agent task. Software companies and IT services firms that build products on these models pay less…
Read the report at Anthropic ↗
Anthropic said on October 5 that its Claude Opus 5, Sonnet 5 and Haiku 4.5 models can now be used through an India endpoint on Amazon Bedrock, with requests processed on servers inside the country. Reliance and CRED tried the service in a private preview.…
Finance angle Banks, insurers, payment systems and government bodies often cannot send customer data abroad, which has kept many AI projects at the pilot stage; local processing removes that obstacle for Claude. The money flows to Amazon Web Services (usage is billed through Bedrock) and to Anthropic, and to IT services firms that…
Read the report at Business Today ↗
SoftBank Group paid the third and final $10 billion tranche of its $30 billion follow-on investment in OpenAI on October 1 through Vision Fund 2. Its total investment in the ChatGPT maker is now $64.6 billion for a stake of about 13%. The payment was…
Finance angle The $30 billion was SoftBank's share of the $122 billion round that valued OpenAI at $852 billion, alongside $50 billion committed by Amazon and $30 billion by Nvidia. OpenAI receives the cash and spends much of it on computing capacity, which is revenue for chip and cloud suppliers. SoftBank carries the financing…
Read the report at The Next Web ↗
Amazon said it will put a further $1 billion over five years into communities where it builds data centres, for education, job training, energy affordability and water and energy conservation. AWS chief Matt Garman tied the pledge to keeping the United…
Finance angle The finance angle is the cost of permission to build. $1 billion over five years is small beside the capital Amazon spends on AI infrastructure, but the $68 billion of blocked projects shows where the constraint now sits: local approval, power and water rather than chips. Every cloud company building AI capacity…
Read the report at CBS News ↗
Amazon's second-quarter net sales rose 20% to $200.6 billion. Amazon Web Services revenue was $42.2 billion, up 37% from $30.9 billion a year earlier, its fifth consecutive quarter of faster growth, and AWS operating income rose 64% to $16.6 billion. The AWS…
Finance angle Amazon's capex plan of $220 billion for 2026, $20 billion more than before, is the largest single-company figure among the cloud providers and turned free cash flow to negative $7.6 billion from an $18.2 billion inflow a year earlier. The return side is AWS: $42.2 billion of quarterly revenue at a 39.4% operating…
Read the report at Fortune ↗
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