Yesterday in AI: 10 April 2026 — Anthropic’s $30B Revenue Fuels a $6.8B GPU Blitz

Anthropic tripled its revenue in four months, locked in $6.8 billion of GPU runway, and started quietly designing its own chips — all while Shopify handed AI coding agents the keys to 2 million storefronts. Anthropic and CoreWeave Ink a $6.8B GPU Deal CoreWeave and Anthropic announced a multi-year agreement on April 10 worth $6.8 billion, one of the largest single AI infrastructure commitments on record. The deal gives Anthropic priority access to NVIDIA Vera Rubin GPUs across US data centers — the latest generation of training silicon — ensuring the compute runway Claude needs to stay competitive as demand scales. The announcement arrived just 48 hours after CoreWeave signed a $21 billion expansion with Meta, and nine of the ten largest model providers now rent capacity from the GPU cloud company. CoreWeave shares jumped 12% on the news. The growing reliance on CoreWeave for frontier AI compute raises concentration risk questions the industry has not fully answered yet. Sources: Bloomberghttps://www.bloomberg.com/news/articles/2026-04-10/anthropic-agrees-to-rent-coreweave-ai-capacity-to-power-claude · CNBChttps://www.cnbc.com/2026/04/10/coreweave-anthropic-claude-ai-deal.html · CoreWeave Press Releasehttps://www.coreweave.com/news/coreweave-announces-multi-year-agreement-with-anthropic $30B ARR — and Anthropic May Build Its Own Chips Separate Reuters reporting confirmed that Anthropic’s annualized revenue run rate surpassed $30 billion in early April, up from $9 billion at the end of 2025 — a more than 3× jump in under four months. Anthropic now captures approximately 73% of first-time enterprise AI spending, compared to OpenAI’s 27%. That growth has surfaced an uncomfortable dependency: the company still relies entirely on outside chip suppliers. Reuters reported Anthropic is in early-stage exploration of custom AI silicon, with no engineering team formally committed and no design chosen. Industry estimates put the development cost at roughly $500 million.