Bloomberg reports Anthropic is in early talks for a $30B+ raise at a $900B valuation — potentially the largest single AI funding round in history if completed.
Coinbase and Freshworks trim headcount citing AI while Nace.AI and CopilotKit raise capital in the same 48 hours. The simultaneous contraction and investment signals a structural shift, not a cycle.
Analysts flag: Google funds Anthropic → Anthropic pays Google compute → valuation rises → earnings boost. Half of cloud backlog at Microsoft/Google/Oracle is OpenAI and Anthropic. FCF negative.
Jensen Huang: 'AI became useful in the last several months.' Circulating as implicit concession that trillions in AI investment preceded demonstrated utility by years. GPU prices still rising.
March 2026 recorded 45,800 announced tech layoffs, the worst month in at least two years per Layoffs.fyi — WSJ frames it as the workforce cost of Big Tech's AI infrastructure splurge.
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