[AI DAILY NEWS RUNDOWN] Anthropic’s $30B ARR, Intel’s Terafab Deal, and the OpenAI Expose (April 7th 2026)

To meet growing demand and scale up the computing it needs to power it, Anthropic also announced an expansion of its existing partnership with Google Cloud and Broadcom by signing a new agreement. The resulting multiple-gigawatt TPU capacity is expected to come online beginning in 2027, according to the blog post.

OpenAI’s new ‘social contract’ ideas for society, ASI

Image source: OpenAI

OpenAI just published a 13-page policy document with ideas to help society navigate superintelligence and its societal impacts, asking Washington to tax AI-driven profits, create a wealth fund, implement a 4-day workweek, and more.

The details:

• The proposal said we are “beginning a transition toward superintelligence”, with Altman telling Axios the moment requires a new “social contract” for society.

• The most aggressive idea: a sovereign-style fund seeded by AI firms that would pay dividends to every American, as Alaska does with oil revenue.

• Other ideas include taxes on robot labor, a 4-day workweek, “Right to AI” access for all, and containment playbooks for rogue autonomous AI.

• Axios called it “the most detailed blueprint any tech titan has ever published for how to tax, regulate, and redistribute wealth from the technology he’s building.”

Why it matters: The CEO of an $852B company is asking the U.S. to prepare for a future where his own tech breaks the economic system — and you don’t make that pitch unless you believe it’s actually coming. But with the way things are moving, coupled with the slow-moving gears of the government, the clock is ticking.

New Yorker surfaces memos behind Altman’s firing

Image source: The New Yorker

The New Yorker published an investigation into Sam Altman, drawing on 100+ interviews, unseen memos from ex–chief scientist Ilya Sutskever, and notes from Dario Amodei — alleging a long-running pattern of deception at the top of OpenAI.

The details:

• The reporting spans Altman’s full career arc, including conflicts at his startup Loopt, Y Combinator partners trying to push him out, and the OAI board drama.

• Sutskever’s memos, built from 70 pages of Slack messages and HR docs, allege Altman misrepresented safety protocols to the board.

• Amodei’s private notes, kept for years, reach the same conclusion as Sutskever independently: “The problem with OpenAI is Sam himself.”

• A Microsoft exec told the reporters there’s “a small but real chance” Altman is “remembered as a Bernie Madoff, Sam Bankman-Fried-level scammer.”

Why it matters: While there is no ‘smoking gun’ in this piece, there is a vastly detailed and concerning pattern of deception that seems to span across Altman’s career. But for every detractor, you also have fiercely loyal supporters and coworkers – making the CEO of the nearly trillion-dollar AI giant one of the most polarizing figures in the world.

Meta to open-source new AI models

• Meta plans to release open-source versions of its next-generation AI models, which are derived from two proprietary frontier models codenamed Avocado and Mango expected to launch this year.

• The open-source versions won’t include all features found in the closed-source editions, possibly lacking certain neural networks, having smaller parameter counts, or skipping post-training steps.

• AI safety is reportedly one reason Meta will hold back features, and the company does not expect its upcoming models to beat competitors like Anthropic and OpenAI across the board.

Intel joins Elon Musk’s $25B Terafab AI chip project

• Intel has officially joined Elon Musk’s Terafab project, a $20–25 billion semiconductor complex planned for Austin, Texas, partnering alongside Tesla, SpaceX, and xAI to build chips at scale.

• The facility aims to produce 1 terawatt per year of compute capacity by manufacturing edge-inference processors for Tesla’s FSD systems and radiation-hardened chips for SpaceX satellites and xAI.

• Intel CEO Lip-Bu Tan hosted Musk at Intel facilities before the announcement, and the company will contribute its process technology, high-volume fabrication, and packaging expertise to the project.

Anthropic doubles down on Google Cloud TPUs

• Anthropic announced an expanded partnership with Google Cloud, securing access to multiple gigawatts of TPU capacity to train and run its AI models starting in 2027.

• The deal delivers Google’s Tensor Processing Units through Google Cloud infrastructure with hardware from Broadcom, giving Anthropic enormous compute for its Claude family of AI systems.

• Anthropic is also adopting Google Cloud tools like BigQuery, Cloud Run, and AlloyDB, while thousands of companies already access Claude models through Google Cloud today.

Meta employees compete on internal AI usage leaderboard

• Meta has an internal leaderboard called “Claudeonomics” where employees compete to consume the most AI tokens, tracking usage across more than 85,000 workers on the company intranet.

• Employees burned through 60 trillion tokens in just 30 days, with the top user averaging 281 billion, though some simply leave AI agents running for hours to pad their numbers.

• Despite Silicon Valley treating “tokenmaxxing” as a productivity metric, nobody has put up hard numbers proving that high token consumption actually translates into real business results or revenue gains.

Anthropic is giving some firms access to Claude Mythos to bolster cybersecurity defenses

Anthropic is giving a group of Big Tech and cybersecurity firms access to a preview version of Claude Mythos—its unreleased and most advanced AI model—in an attempt to bolster cybersecurity defenses across some of the world’s most critical systems.

The company has been concerned that the new model may pose unprecedented cybersecurity risks and increase the likelihood of large-scale AI-driven cyberattacks this year.

The initiative, called Project Glasswing, allows companies, including Amazon Web Services, Apple, Broadcom, Cisco, CrowdStrike, Google, JPMorganChase, Microsoft, and Nvidia, to use Anthropic’s Mythos Preview for defensive security work and share their learnings with the wider industry. Anthropic is also providing access to roughly 40 more organizations responsible for building or maintaining critical software infrastructure, allowing them to use the model to scan and secure both their own systems and open-source code.

Read more: https://fortune.com/2026/04/07/anthropic-claude-mythos-model-project-glasswing-cybersecurity/

Why AI may be more like electricity than software

If you think AI is the world’s next smartphone or cloud, Nvidia would like to change your mind.

Instead, Nvidia thinks AI equates more to underlying infrastructure like electricity or the internet. At HumanX in San Francisco on Monday, this was the topic of the opening keynote of the event, which brings together 6,000 people from across the AI industry to discuss how to use AI to solve business problems.

I’d tweak this idea to say that today’s AI will evolve into intelligence so ubiquitous that we’ll rarely mention it. But it’s likely to power the next generation of tools, as well as the next set of technological and scientific breakthroughs.

Those promises are why the AI industry is in the midst of “the largest infrastructure buildout in human history,” as HumanX CEO Stefan Weitz called it during Monday’s keynote.

That’s because all that intelligence requires a lot of hardware to run, and it’s going to require a lot more in the years ahead as the number of people using AI continues to grow and those who are using it today keep finding more things to do with it.

“The connection between compute and intelligence is stronger than ever,” Bryan Catanzaro, VP of applied deep learning research at Nvidia, said on Monday during the opening panel.

Nvidia has extrapolated all the technology it takes to power AI by coining the phrase “AI is a five-layer cake,” which is the same phrase HumanX used for the opening keynote on Monday. Here’s how the layers break down:

1. Energy: Everything starts with power, and right now, this is the greatest constraint to scaling up AI to meet future demand.

2. Chips: Today’s AI workloads need GPUs to run tasks in parallel at a massive scale, high-bandwidth memory to move data at breakneck speeds, and fast interconnections between all the pieces.

3. Infrastructure: Here’s where the physical components come together, from land to construction to power delivery to networking to cooling to server racks. This is where AI factories are emerging.

4. Models: The AI models understand topics across a ton of different domains, and now that’s expanding to other kinds of models as well, from scientific discoveries to autonomous systems to robotics.

Applications: The place where almost all of the value is created remains the application layer. It’s where we get daily tools, agents, coding helpers, self-driving cars, industrial robots, and lots of other things being invented day by day.

What Else Happened in AI on April 07th 2026?

The Information: Meta Employees Vie for AI ‘Token Legend’ Status

Anthropic expands partnership with Google and Broadcom for multiple gigawatts of next-generation compute

The Deep View: Anthropic passes $30B ARR after Pentagon clash

Hermeus raises $350M at a $1B valuation

Reuters: Intel joins Musk’s Terafab AI chip project to power humanoid, data center goals

WSJ: What to Know About OpenAI’s Ideas for a World With ‘Superintelligence’

Bloomberg: OpenAI, Anthropic, Google Unite to Combat Model Copying in China

WSJ: Inside a Corporate Retreat That Went Very Badly Wrong

NYT: Bill Ackman’s Fund Offers to Buy Universal Music in $64 Billion Deal

NYT: Shots Fired at Indianapolis Councilman’s Home, After Vote Backing Data Center

AP says it will offer buyouts as part of pivot away from newspaper-focused history

Wired: Edward ‘Big Balls’ Coristine Is Helping Out on Viral Fraud Videos Now

The Hollywood Reporter: Kalshi Forecasts Coming to Fox News as Prediction Market Strikes Deal With Cable News Leader

Bloomberg: Cerebras Backer Eclipse Raises $1.3 Billion for Robotics, AI Infrastructure

WSJ: Five Amazing Tech Innovations We Should Expect in the Next 25 Years

The Wrap: McClatchy Journalists Revolt Against AI: ‘It’s a Betrayal’ | Exclusive

The Information reported that Sam Altman and OpenAI CFO Sarah Friar are not on the same page regarding IPO timing, though OpenAI denied the claim.

Iran’s military singled out the $30B Stargate data center in Abu Dhabi as a target, publishing satellite footage and vowing to destroy U.S. infrastructure across the region.

OpenAI Head of Business Finance Chengpeng Mou posted new stats on ChatGPT’s use for healthcare questions, with the platform getting 2M insurance messages weekly.

Google released AI Edge Eloquent, a free iOS dictation app that cleans up raw speech into polished text entirely on-device.

Legion Health won approval to let its AI app directly refill psychiatric medications, the first time a state has greenlit AI to do the process without clinician oversight.

Target puts customers on the hook for AI shopping assistant errors [Link]