TSMC said revenue in the first quarter was up 35.1% to indicate semiconductor demand remains strong. For March, TSMC said revenue was up 45.2%. The results indicate that chip demand hasn't been effected by the war in Iran.

Anthropic said Claude Cowork is available across all plans. The company also rolled out enterprise tools to help deployments. The features include role-based access controls, group spend limits, expanded OpenTelemetry observability and usage analytics for admins.

OpenAI said it is launching a new $100/month ChatGPT Pro tier that has five times more Codex usage than Plus. ChatGPT Pro was available for $200 a month.

Here's a look at the new plans.

Meta will use CoreWeave to expand its AI cloud capacity through 2032 in a deal valued at $21 billion. The capacity will be delivered through multiple locations and include some of the initial deployments of Nvidia Vera Rubin.

CoreWeave launches latest Nvidia instances, adds Weights & Biases tools

Dynatrace said it will acquire Bindplane, which has telemetry pipelines built on open standards. The game plan is to combine open-standards telemetry with Dynatrace's platform.

Quantum computing company Infleqtion said it will post 2026 revenue of $40 billion. For 2025, the company reported a loss from operations of $35.3 million on revenue of $32.5 million. Infleqtion specializes in neutral atom quantum computing. The company recently announced a deployment in the UK and went public.

Anthropic launched Claude Managed Agents, a suite of APIs for building AI agents and deploying them at scale. Claude Managed Agents is in public beta.

Claude Managed Agents include production grade agents with a secure sandbox, authentication and tool execution, long-running sessions and multi-agent coordination as well as governance.

Hitachi Solutions named Roger Lvin CEO effective immediately. Lvin had been founding CEO of Hitachi Digital Services.

According to Hitachi, Lvin will strengthen Hitachi Solutions, build on its global partnership with Microsoft and pursue the True One Hitachi initiative.

Also see: Hitachi Digital Services CEO Lvin on AI transformation, operations technology and use cases

Sigma, a company focused on AI-driven analytics, said it has hit $200 million in annual recurring revenue, double from a year ago. Sigma said it has added 1.1 million new active users in the last year.

Sigma's mission is to replace legacy business intelligence with tools such as Sigma Agents, which run directly in the data warehouse, Sigma Assistant, connectors and API actions that enable workbooks to trigger workflows.

SambaNova and Intel outlined an inference system that will combine GPUs, SambaNova RDUs for decode and Intel Xeon 6 CPUs for agentic tools and system orchestration. The system will be available to enterprises and cloud platforms in the second half.

As part of the partnership, SambaNova said it will standardize on Xeon 6 to go with its RDUs on the inference system. The system is part of SambaNova's blueprint for inference.

SambaNova recently launched its SN50 AI inference chip that runs agentic AI 3x cheaper than GPUs and said SoftBank will be the first to deploy the chip in its AI data center in Japan. The company also said it raised $350 million in Series E funding.

Anthropic's development of its Claude frontier models has spooked the cybersecurity industry (or at least investors) much in the same way the LLM player has freaked out the SaaS industry. Now with the launch of Project Glasswing and the Claude Mythos Preview, Anthropic is securely entrenched in the cybersecurity value chain. As a result, its total addressable market just went up. So will Anthropic's $30 billion annual revenue run rate.

Meta rewards you to consume tokens. This is the same as IBM way back when rewarding you for lines of code. and bloat. Outcomes not tokens.

Also see: Where’s tokenomics for the rest of us?