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Anthropic has confidentially filed an S-1 for an IPO, signaling a swift race to public markets among frontier AI labs. OpenAI and SpaceX are closely watching, as valuations soar and investor scrutiny deepens amid a wave of high-profile listings.
OpenAI has submitted a confidential S‑1 to the US Securities and Exchange Commission for a potential IPO, joining Anthropic and SpaceX in what could become a wave of blockbuster listings. The company has not set timing or deal terms and says it may remain private while it completes plans that are easier offline.
The Independent reports SharkNinja has banned AI-generated content featuring its products in TikTok’s AI Video Maker under its affiliate No AI-Generated Content policy. Rare Beauty and others participate in TikTok Shop’s affiliate program, with disclosures required for AI-generated posts. The move appears as TikTok Shop expands, driven by affiliates who earn commissions and the growth of AI-enabled promotional tools.
Intel has reported its strongest revenue growth in more than a decade, with revenue rising 25% to $16.1 billion. Data center and AI demand drive gains, though the company remains unprofitable due to restructuring costs and an $8.9 billion government investment stake. Foundry business is expanding, facing execution challenges.
Tech giants are pouring billions into AI infrastructure and tools, but investors remain unconvinced that revenue will materialize soon. Meta’s heavy AI investment coincides with a stock pullback, while Microsoft reports stronger returns, signaling a split in the industry’s immediate financial outcomes.