Anthropic Draws VC Bids at Up to $800B Valuation
Venture firms have approached Anthropic at valuations as high as $800 billion, more than double its February round, as run-rate revenue tops $30 billion.
Marcus Holloway13 min read
Big Tech
Big Tech news and analysis on Apple, Google, Microsoft, Meta, and Amazon. Earnings, product launches, antitrust battles, and corporate strategy updates.
Big Tech Meta, Amazon, and Google Are Betting on Nuclear to Power Their AI
Meta is funding TerraPower reactors and a 1.2 GW Oklo campus. Amazon committed 5 GW of SMRs with X-energy by 2039. Google targets its first reactor through Kairos Power by 2030. Big Tech has decided that nuclear is the only answer to AI energy demand.
Marcus Holloway12 min read
Big Tech Broadcom Locks In Google and Anthropic AI Chip Deals Through 2031
Broadcom signed long-term agreements with Google to produce future TPU generations and with Anthropic for 3.5 gigawatts of AI compute, as Anthropic revenue tops $30 billion.
Marcus Holloway9 min read
Big Tech Meta Shuts Down Messenger.com, Pushing All Users to Facebook
Meta is closing messenger.com in April 2026, redirecting all traffic to facebook.com/messages. Desktop apps were removed in December 2025. Users without Facebook accounts lose all web access to Messenger.
Marcus Holloway10 min read
Big Tech Iran's IRGC Threatens Cyberattacks on Microsoft, Apple, Alphabet
Iran's Islamic Revolutionary Guard Corps issued a direct cyberattack threat against 18 US tech companies including Microsoft, Apple, and Alphabet on March 31, 2026.
Marcus Holloway11 min read
Big Tech Microsoft Auto-Enables Passkeys as Passwords Near End of Life
Microsoft is auto-enabling passkeys for millions of accounts in March 2026. With 87% of companies now deployed, the passwordless tipping point has arrived.
Marcus Holloway15 min read
Big Tech Magnificent Seven Stocks Enter Correction as Iran War Bites
Every Magnificent Seven stock is now down double digits from its 52-week high. Microsoft is off 32% from its October peak, its worst start to a year on record.
Marcus Holloway12 min read
Big Tech Big Tech AI Spending Hits $470B Under Investor Scrutiny
Microsoft, Meta, Alphabet and Amazon are set to spend over $470 billion on AI infrastructure in 2026 as investors demand proof these investments will pay off.
Marcus Holloway13 min read
Big Tech Big Tech Backs Anthropic in Fight Against Trump Admin
Google, Amazon, Apple and Microsoft filed legal briefs supporting Anthropic's lawsuit after the Pentagon labeled it a supply chain risk over AI guardrails.
Marcus Holloway11 min read
Big Tech EU Antitrust Expands to Nvidia and AMD AI Chip Dominance
The EU's antitrust chief is expanding scrutiny from Apple and Google to Nvidia and AMD as European officials move to challenge AI chip market concentration.
Marcus Holloway12 min read
Big Tech Nvidia Vera Rubin Lands $1 Trillion Backlog at GTC 2026
Nvidia unveiled its Vera Rubin GPU architecture at GTC 2026 with a confirmed $1 trillion order backlog and record Q4 FY2026 earnings of $68.1 billion.
Marcus Holloway12 min read
Big Tech 5G SA Updates in 72 Countries: The Network Upgrade That Decides Who Gets 6G First
At least 85 operators across 47 countries have launched 5G SA networks, but only about a dozen have crossed into 5G-Advanced, widening the gap between leaders and laggards.
Marcus Holloway11 min read