Sunday, February 8, 2026

How Anthropic's bet on enterprise users is paying off; sources: Anthropic has guided investors that annualized revenue will exceed $30B by the end of 2026 (George Hammond/Financial Times)

George Hammond / Financial Times:
How Anthropic's bet on enterprise users is paying off; sources: Anthropic has guided investors that annualized revenue will exceed $30B by the end of 2026  —  Start-up's bet on enterprise users is paying off as coding tools fuel revenue and investor frenzy  —  Anthropic achieved a breakout moment …



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An interview with Ciena CEO Gary Smith, a veteran of the 2001 telecoms crash, on AI demand outpacing supply for Ciena's optical networking chips, and more (Steven Rosenbush/Wall Street Journal)

Steven Rosenbush / Wall Street Journal : An interview with Ciena CEO Gary Smith, a veteran of the 2001 telecoms crash, on AI demand outpa...