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Stories from revenue come first, newest first, then stories from connected topics (IPO, Anthropic, AI Funding & Deals, Hub: AI Funding, Finance, AI infrastructure), each labelled with where it comes from. This view is not indexed by search engines.

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Microsoft Revenue Rises 19% to $92.3bn; Azure Grows 48% to $33.2bn

Microsoft's first results under its new segments show Azure revenue of $33.2bn, up 48%, while spending on property and equipment doubled to $39.4bn.

UK Sets Five Tests Data Centres Must Pass for Faster Grid Connections

The UK's new Data Centre Covenant sets five tests on bills, communities, water, jobs and security that strategic sites must meet to get faster grid access.

Claude Enterprise Gets Smart Reports, With 10 Free Reports a Month

Anthropic has made smart reports, in-app surveys and pooled group budgets generally available for Claude Enterprise, to show what AI spending produces.

Claude for Legal Gets a Gallery of Ready-Made Artifacts for Lawyers

Anthropic has added a gallery of ready-made legal artifacts to Claude for Legal, from cite checks to contract tables, plus free tools for legal aid groups.

Analysts Followed an AI Agent’s Hidden Lean 86% of the Time in Study

In an Anthropic trial, analysts using Claude Code went with the agent's secretly assigned lean 86% of the time, and few credited it for their reasons.

Anthropic Gives US Governments 40% Off Claude in Expanded GSA Deal

GSA and Anthropic have agreed a 40% pay-per-use discount on Claude for US federal, state, local and tribal governments, with no minimum spend.

Strategy Shareholders Approve Daily Dividends on Four Preferred Stocks

Strategy shareholders backed daily dividends on STRC, STRF, STRK and STRD. STRC switches on 1 November; the other three follow on 1 January 2027.

Anthropic Preprint Says a Claude Model Found a Way to Refute ETH

An Anthropic preprint says an internal Claude model found a 3-SAT algorithm that refutes the Exponential Time Hypothesis. It is unreviewed and asymptotic.

Upwind Raises $400m Series C at $3.8bn Valuation, Led by Bessemer

Cloud security start-up Upwind has closed a $400m Series C led by Bessemer, up from $300m reported in September. It says revenue has quadrupled this year.

Vertiv Lifts 2026 Sales Forecast by $650m as Orders More Than Double

Vertiv's third-quarter sales rose 61% to $4.31bn and organic orders more than doubled. It now forecasts $14.45bn to $14.85bn of 2026 sales.

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