Nvidia announced a $150 billion investment in Taiwan to expand AI infrastructure, contradicting Trump's efforts to centralize AI development in the US. CEO Jensen Huang described Taiwan as the ideal hub for the AI revolution due to its existing semiconductor ecosystem and skilled workforce.
Anthropic announced a run rate revenue of $47 billion, raised $65 billion in a Series H round, and achieved a post-money valuation of $965 billion.
Simon Willison argues Anthropic and OpenAI have found product-market fit through enterprise coding agents. Both companies shifted to API-based enterprise pricing, and recent models cost more. Stories of Uber blowing its AI budget and Microsoft canceling Claude Code licenses suggest customers are paying high prices for genuinely useful tools, making April 2026 a new revenue inflection point.