Micron Technology's market capitalization surpassed $1 trillion for the first time, driven by surging demand for its AI memory chips. The milestone reflects the broader AI boom fueling growth for semiconductor companies producing high-bandwidth memory essential for AI data centers.
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.