Last Tuesday, the good folks at Anthropic changed the world's balance of power by releasing a butterfly of rare beauty. The formal name of this butterfly is Greta Oro, but for the transparency of its wings it is popularly nicknamed Glasswing. Someone at Anthropic is clearly suffering from excessive encyclopedic knowledge, and a hundred-million-dollar project of the highest importance has been named after Glasswing, <a href="https://www.facebook.com/story.php?story_fbid=26576162622014416&amp;id=100001421183263&amp;rdid=tigZL14PLotqomiz#">writes</a> Mikael Gorsky, an AI researcher at the Holon Institute of Technology and author of <a href="https://www.linkedin.com/pulse/sam-altman-howard-moskowitz-mikael-alemu-gorsky-ylilf/?trackingId=R3luiA52Qj%2BTeR5ZyyN1hw%3D%3D">The AI Pravda</a>.

$100 million for containment: why Anthropic won't release Claude Mythos

OpenAI's IPO capitalization must be at least $1.2 trillion at the end of the IPO to ensure a return on investment at the last investor round, says one investor

Investors questioned OpenAI's $852bn valuation amid shifting priorities - FT

Microsoft Corporation

Amazon.com, Inc.

OpenAI suggests that its relationship with Microsoft is limiting its ability to grow in the enterprise segment, where the ChatGPT developer faces stiff competition, according to an internal company letter. OpenAI sees its recent deal with Amazon as key to growth in this area. According to the FT, the agreement has raised questions for OpenAI's main investor, which is considering, among other things, legal action.

OpenAI says partnership with Microsoft limits business growth - CNBC

OpenAI's CEO wrote a post about his mistakes, AI criticism and "Shakespearean dramas" in the industry after his home was attacked 

"The ring of power pushes insanity." Altman responds to accusations of lying after attack

Palantir Technologies Inc.

The president's endorsement didn't keep the AI company's stock from falling in trading on April 10

Trump praised Palantir minutes after discussing Burry's criticism on TV

Snowflake Inc.

Autodesk, Inc.

Palo Alto Networks, Inc.

ServiceNow, Inc.

CrowdStrike Holdings, Inc.

Datadog, Inc.

Market participants are increasingly concerned about Anthropic's new model, which the company says, in the hands of attackers, will be able to overcome cyber defenses

A new wave of "soft-apocalypse" on the market: which stocks are investors selling out?

CoreWeave, Inc.

AI company Anthropic is leasing CoreWeave data center capacity, <a href="https://www.coreweave.com/news/coreweave-announces-multi-year-agreement-with-anthropic">according</a> to a statement from the AI cloud computing provider. Financial details of the deal were not disclosed. The previous day, CoreWeave <a href="https://oninvest.com/article/akcii-coreweave-podskocili-posle-sdelki-s-meta-na-21-mlrd">entered into a</a> similar agreement with Meta for about $21 billion.

Anthropic is leasing the power of "Nvidia protégé" CoreWeave for AI. Its stock is rising

Meta Platforms, Inc.

SpaceX posted a loss of about $5 billion before its IPO due to xAI investments and integration, but expects a valuation of over $1.75 trillion and the development of orbital data centers for AI. Anthropic, amid a shortage of computing power, is exploring building its own chips while growing revenue to more than $30 billion and strengthening partnerships with Google and Broadcom. These and other topics are covered in our roundup of key events for the morning of April 10.

Main by morning: Anthropic decided to create chips, US fears cyber risks of AI models

At the end of 2025, an investor in the "Downgrade Game" has bet big on Palantir's stock dropping

Cult shortstop Burry: "Anthropic has left Palantir out of business in the AI market"

The Walt Disney Company

US President Donald Trump has ramped up pressure on NATO and revisited the Greenland issue amid disagreements with allies over war with Iran, while highlighting the fragility of a truce in the Middle East. OpenAI is gearing up for an IPO with retail investors and a massive infrastructure investment. On these and other topics - in our review of key events for the morning of April 9.

Top story for this morning: Trump pressures NATO, Anthropic denied lifting Pentagon sanctions

Broadcom Inc.

Alphabet Inc.

Seaport Research downgraded the shares of data center and cloud services chip maker Broadcom on Wednesday, April 8. This is a rare decision in the case of these securities, which most analysts recommend buying. Goldberg cited risks associated with the company's partnership with Google and AI startup Anthropic, as well as the overall health of the AI chip market.

Broadcom has received a rare downgrade. Anthropic deal could be a problem

The current revenue rate of AI company Anthropic, which has developed the Claude chatbot, is higher than that of ChatGPT creator OpenAI, Jefferies estimates. Analysts believe that Anthropic's agreement with Google will allow the company to cope with the increased demand.