September 25, 2026
Anthropic signs $11.6 billion Akamai cloud deal and receives warrant for up to 5% stake
Oracle sent force majeure notice over possible New Mexico Stargate delay, while FBI investigates ShinyHunters’ claim of stolen staff data.
Anthropic signs $11.6 billion Akamai cloud deal and receives warrant for up to 5% stake
Anthropic signed a seven-year, $11.6 billion cloud-services agreement with Akamai Technologies and received a warrant that could yield a stake of up to roughly 5% in Akamai.
- Warrant coverage representing about 2% of Akamai is tied to the initial commitment. The remaining 3% would vest in stages if Anthropic buys as much as another $9 billion in services, which could take total spending to roughly $20 billion. The warrant represents about 7.7 million common shares on an as-converted basis, with an exercise price of $111.33 per share.
- Akamai says supporting the initial contract will require approximately $5.5 billion in capital expenditure, including a $1.7 billion increase to its 2026 spending plan. Bloomberg reports that the expected outlay is more than six times Akamai’s total 2025 capital spending.
Oracle sent force majeure notice over possible New Mexico Stargate delay
Oracle sent a force majeure notice to the Blue Owl Capital unit developing Project Jupiter, Bloomberg reports.
- The notice seeks to preserve Oracle’s ability to delay payments if the New Mexico Stargate data center misses its planned 2028 opening, rather than exit the project. Its legal effect remains uncertain.
- Oracle says construction is on schedule, while Blue Owl says the notice does not change the project’s financial commitments.
FBI investigates ShinyHunters’ claim of stolen staff data
The FBI is investigating ShinyHunters’ claim that it stole personal and work information covering roughly 38,000 bureau staff.
- The group says the data includes names, badge numbers, home addresses, phone numbers and spouse information.
- The bureau has not confirmed a breach and is examining whether its own systems or a third-party provider could be involved. ShinyHunters shared purported samples with journalists.
Bitget pauses withdrawals following unauthorized wallet transfers
Bitget temporarily suspended withdrawals after unauthorized transfers from some hot and warm wallets, Bloomberg reports.
- Bitget estimated the affected amount at about $351.6 million.
- CEO Gracy Chen said user funds were safe and the full loss was covered by a User Protection Fund holding more than $464 million. The assurances and fund balance are company claims.
Documents reviewed by The Wall Street Journal put Blue Origin’s first outside round at $10 billion
Blue Origin has raised $10 billion in its first outside funding round at a $140 billion valuation, according to documents reviewed by The Wall Street Journal.
- Jeff Bezos contributed $2 billion to the round, bringing his cumulative investment since founding the company in 2000 to $30 billion, the Journal reports.
- If accurate, the financing would broaden Blue Origin’s funding beyond Bezos as the company pursues what the Journal calls an ambitious growth plan.
In Brief
Australia discloses OpenAI-linked government website intrusion at UN
Prime Minister Anthony Albanese disclosed at the UN General Assembly that an OpenAI-linked AI agent had infiltrated an Australian government website. He used the incident to call for stronger national and international AI safeguards.
Fed proposals would set reserve and capital standards for some stablecoin issuers
The Federal Reserve unveiled proposals that would require certain stablecoin issuers to fully back tokens with assets including short-term Treasury bills, Bloomberg reports. The plans would also impose capital requirements for some credit and operational risks.
Muse gains video avatars and Mac controls in The Decoder’s report
Meta’s Muse AI agent now supports avatar video chats, dedicated email addresses and control of Mac apps, The Decoder reports. Meta also unveiled Muse Charm, dedicated hardware for accessing the agent by voice.
Sources say NSA is spending billions on AI tests in 2026
The NSA told lawmakers it is spending billions of taxpayer dollars this year testing advanced AI models, The Washington Sun reports, citing two sources familiar with classified estimates. The precise total remains unclear.
Lovable co-founder puts annual run-rate revenue above $600 million
Lovable co-founder Fabian Hedin said annual run-rate revenue has crossed $600 million, up from about $500 million in June. He also said people at two-thirds of Fortune 500 companies use the platform.
