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AI & Enterprise
IPO-bound Anthropic seen pitching $30 trillion AI market, topping SpaceX
AI company Anthropic is expected to present investors with a total addressable market of more than $30 trillion ahead of a planned IPO, a figure larger than what SpaceX cited before its listing. The estimate reflects broad expectations for AI adoption across many industries, though it does not represent actual revenue. Anthropic has also reported rapid revenue growth, overtaking OpenAI’s quarterly revenue, while competition and profitability pressures persist.
AI & Enterprise
SpaceX pitches AI and orbital data centres plan valued at $1.8 trillion
SpaceX has presented investors with a large-scale growth plan combining enterprise artificial intelligence, satellites and space infrastructure, with a possible valuation of $1.8 trillion being discussed. In listing-related documents, SpaceX put its total addressable market at $28.5 trillion, including $22.7 trillion for enterprise AI. The plan hinges on data and computing businesses, with Starship development and governance risks, including Elon Musk’s past loans, cited as key variables.
AI & Enterprise
Alibaba unveils CPU for AI agents based on RISC-V instead of Arm
Alibaba has unveiled its XuanTie C950 CPU for AI agents, CNBC reported on March 24. The chip is designed for data centres and focuses on supporting inferencing to run AI models. CNBC said CPUs play an important role when agents perform multi-step tasks. Alibaba’s DAMO Academy said the XuanTie CPU can be customised for specific inferencing patterns, improving performance by more than 30 percent.
