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Sources: Anthropic told investors it will be profitable for a second straight quarter, with 80%+ gross margins before partner revenue sharing and training costs (Financial Times)

Financial Times : Sources: Anthropic told investors it will be profitable for a second straight quarter, with 80%+ gross margins before p...

3 July 2026

Meta could use its compute for its own models, ad scaling, SpaceX-like neocloud deals, and hosting 3rd-party models; it may be close to an Anthropic deal (Jeremie Eliahou Ontiveros/SemiAnalysis)

Jeremie Eliahou Ontiveros / SemiAnalysis:
Meta could use its compute for its own models, ad scaling, SpaceX-like neocloud deals, and hosting 3rd-party models; it may be close to an Anthropic deal  —  Zuck Takes Plan B?  SpaceX 2.0, Bedrock 2.0, MSL Isn't Giving Up, Scaling RecSys by 10x... ClusterMAX ranking coming soon?

Posted from: this blog via Microsoft Power Automate.

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