Anthropic IPO, Nvidia Chips

By the Orchestra editors · 4 min read

TL;DR

Anthropic files to go public at a near-trillion-dollar valuation
Nvidia enters the consumer PC chip market with RTX Spark, aiming to be Windows' M1 moment
Australia's DTA tightens sovereignty terms in whole-of-government tech deals
AUKUS Pillar II lands its first signature project: shared subsea drones

AI · Worldwide

Anthropic files for IPO at $965B valuation

Anthropic has confidentially filed its draft registration with the SEC, setting up what could be one of the biggest tech IPOs in years. The Claude maker's post-money valuation now tops OpenAI's $852B.

Nvidia launches RTX Spark to crack the consumer PC market

Nvidia announced its first consumer laptop chip at Computex, with AI agent PCs coming from Microsoft, Dell and HP. The Verge is calling it a potential M1 moment for Windows, though expect premium pricing at launch.

GitHub Copilot's new usage-based pricing burns through credits fast

GitHub's shift to usage-based billing for Copilot has developers fuming, with some reporting they exhaust their monthly AI credit allotment in a single day. Worth watching if your team relies on Copilot heavily.

Australian Tech

DTA demands stronger sovereignty terms in federal mega-deals

The Digital Transformation Agency says the next round of whole-of-government contracts with AWS, IBM and Microsoft will carry tighter sovereignty requirements and a lower hurdle for local suppliers.

AUKUS Pillar II locks in shared subsea drone fleet

Australia, the UK and US will jointly fund and deploy hundreds of millions of dollars worth of uncrewed underwater vehicles in the first signature project under AUKUS Pillar II's innovation stream.