消息人士：Anthropic预计2028年收入将达到1900亿至2000亿美元
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Anthropic: The Claude model contains elements similar to "conscious human thought."
BlockBeats reported on July 7th that Anthropic released a new research report discovering a spontaneously generated internal "global working space" called J-space (Jacobian space) within the Claude model. This is a dedicated set of neural activation patterns for the model to engage in silent thinking, allowing it to process concepts without writing them down, similar to conscious thought that humans can report. The research used Jacobian technology to identify neural activation patterns in the J-space, enabling it to read unspoken concepts and modify these patterns. Experiments showed that disabling the J-space weakens multi-step reasoning abilities but does not affect basic tasks or factual recall. Click the original link below to join the Beating · Lark AI news channel for 24/7 monitoring of global AI hotspots and news.
SemiAnalysis: Meta will accelerate, rather than slow down, its computing power procurement; it is in talks with Anthropic to build its own AI model service platform.
According to BlockBeats, on July 3rd, SemiAnalysis stated in its latest report that after news broke that Meta might become a new Neocloud, the market's initial reaction was to sell off computing power cloud companies like CoreWeave and Nebius, and to renewed concerns about "AI computing power oversupply." However, the firm's assessment is the opposite: this concern may be wrong. Meta's data center and computing power procurement will not slow down, but rather continue to accelerate. The article mentions that in the first half of this year alone, Meta has already signed contracts for over 5GW of capacity in the cloud services and managed data center sectors, and this does not include its accelerating self-built projects. SemiAnalysis states that Meta is in final negotiations with Anthropic, hoping to obtain access to Claude private instances. If this comes to fruition, the significance goes beyond "Meta buying more computing power"; it suggests that Meta may be building its own AI model service platform. This model is somewhat similar to AWS's Bedrock, Microsoft's Foundry, and Google's Vertex. Meta can initially use Claude internally, or it can package the model capabilities as a token-as-a-service to provide services externally in the future. In the short term, it might use its own models externally and Anthropic models internally; in the long term, Meta might even incorporate Anthropic and OpenAI models into its external service system. SemiAnalysis states that the underlying logic is that Meta has computing power, advertisers, social network distribution capabilities, and consumer-end entry points. If it can combine cutting-edge models, intelligent agents, and sales and marketing SaaS, it will not just be a company that buys GPUs, but will be moving towards the upper layers of AI application and model distribution.
Palantir CEO: Enterprises are dissatisfied with "cutting-edge labs" like OpenAI and Anthropic, which only pursue token maximization.
According to BlockBeats, on July 2nd, Palantir CEO Alex Karp, in an interview with CNBC's "Squawk Box," strongly criticized leading AI model companies, calling the way AI is sold "completely wrong." Karp emphasized that companies are already dissatisfied with "cutting-edge labs" like OpenAI and Anthropic, believing they only pursue token maximization, wasting companies' time and money while handing over proprietary value and IP. Karp stated that companies are "angry" and will commit to owning their own AI production resources rather than relying on third parties. On June 29th, Palantir partnered with Nvidia to deploy Nvidia Nemotron open AI models in sovereign environments, primarily serving the US government and critical infrastructure customers. The collaborative system reportedly integrates Nvidia AI technology with Palantir's AIP, Foundry, Ontology, and Apollo platforms, helping organizations train, customize, and deploy AI locally while maintaining complete control over data, intellectual property, and models.
Amazon AWS establishes a $1 billion AI FDE team to emulate the enterprise AI deployment models of OpenAI and Anthropic.
BlockBeats reported on June 30th that Amazon Web Services (AWS) announced the creation of a new Forward-Deployed Engineer (FDE) organization and will invest $1 billion in internal resources to help enterprise customers deploy customized AI agents and related systems. AWS stated that FDE engineers will be directly stationed at customer companies, responsible for building AI applications, optimizing workflows, and helping customers build the ability to independently develop and operate AI systems, rather than simply delivering and maintaining them. The FDE model was first promoted by Palantir and has rapidly gained popularity in recent years due to the growing demand for enterprise AI deployment. Previously, OpenAI and Anthropic also launched related FDE joint ventures, with sizes of approximately $4 billion and $1.5 billion respectively. Unlike the two companies, which formed joint ventures with private equity firms, AWS's $1 billion investment this time primarily comes from internal resources and is not an independent investment project. --------------------------------- Click the original link below to join the Beating · Lark AI news channel and monitor global AI hot topics and news 24/7.
Due to high costs, Amazon is renegotiating its agreement with Anthropic while also considering other AI models.
According to BlockBeats, on June 30th, Anthropic renegotiated with Amazon, changing its transaction protocol from being based on computation time to being based on tokens. Meanwhile, Amazon is evaluating other AI models to mitigate Anthropic's rising costs. (The Information) --------------------------------- Click the original link below to join the Beating · Lark AI news channel and monitor global AI hotspots and news 24/7.
The ZEC unlimited issuance vulnerability was discovered in Anthropic Opus 4.8, and as a result, ZEC's price plummeted by over 31% in 24 hours.
According to BlockBeats, on June 5th, Zcash founder Zooko Wilcox disclosed a serious vulnerability in the Zcash Orchard pool that could be used to generate an unlimited number of undetectable fake ZECs within the pool. This vulnerability was discovered by security researcher Taylor Hornby on May 29th during a targeted audit using the Anthropic Opus 4.8 model and has been disclosed to the Zcash Open Development Lab (ZODL). ZODL subsequently coordinated an emergency response from the Zcash ecosystem, and the fix was completed on June 2nd. Taylor Hornby wrote a complete attack program using Opus 4.8 in a local regtest environment, which, during testing, could generate an unlimited number of undetectable counterfeit ZECs. If this tool were run on the Zcash mainnet, it could potentially generate an unlimited number of undetectable counterfeit ZECs in the mainnet Zcash wallet. This vulnerability relates to an insufficiently constrained element in the Orchard circuitry, allowing attackers to input arbitrary spurious inputs into elliptic curve multiplication and still pass the multiplication check. This vulnerability existed since Orchard was activated in May 2022 until an emergency patch was deployed on June 1, 2026. Due to Orchard's privacy features and the nature of this vulnerability, it is currently impossible to determine whether the vulnerability was exploited before it was patched using cryptographic methods alone. However, Shielded Labs believes the likelihood of prior exploitation is low and is exploring deploying a new privacy pool through network upgrades and performing turnstile accounting on all tokens in the Orchard pool to allow anyone to verify the integrity of the Zcash supply and prove that counterfeit ZEC does not exist in the Orchard pool. Affected by the Orchard Pool vulnerability, according to HTX market data, ZEC has fallen by more than 31% in the past 24 hours, currently trading at $410.5.