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Anthropic struggles to secure compute as cloud partners turn rival

Anthropic faces compute shortages ahead of its IPO, Google brings Gemini to cars, and OpenAI acquires biotech startup Orchestra Bio.

๐Ÿš€ RELEASES & LAUNCHES

  • Google brings Gemini Personal Intelligence to Android Auto and cars with Google built-in
    Google is rolling out Gemini's Personal Intelligence to cars, letting the assistant draw on Gmail, Calendar, Maps, Photos, YouTube and Search data.
    • For drivers using Android Auto or cars with Google built-in, Gemini replaces Google Assistant as the in-car voice assistant.
    • Personal Intelligence lets Gemini pull context across Gmail, Calendar, Maps, Photos, YouTube and Search โ€” e.g., asking about your flight status while driving.
    • Gemini can answer vehicle-specific questions using the car's owner's manual, summarize and reply to messages, and control navigation, media and climate settings.
    • Gemini Live (beta) enables free-flowing hands-free conversation without repeating 'Hey Google'.
    • Rollout starts with English in the US, via software update to both new and existing cars; the upgrade is optional and users can switch back to Google Assistant.
    Sources ๐Ÿ“Ž Coverage: theverge.com ยท ๐Ÿ‘ via The Verge AI, Simon Willison (+1)

๐Ÿ’ฐ BUSINESS & FUNDING

  • Anthropic struggles to secure compute as cloud partners see it as a competitor
    Anthropic is facing compute shortages, frequent Claude outages, and strained cloud partnerships ahead of a planned November IPO.

    • Anthropic's cloud partners โ€” Google Cloud, AWS, and others โ€” increasingly view it as a competitor, complicating its ability to secure compute as infrastructure spending balloons ahead of a planned November IPO.
    • Claude has been hit by repeated outages; the Claude API recorded a 98.95% uptime rate over 90 days as of April 8, and incidents degraded Claude Code, Console, and Sonnet/Opus model access.
    • Anthropic has begun metering compute supply during peak hours, with customers complaining they hit limits far too quickly; Pro, Max, and API rate limits have tightened, driven by token-heavy agentic workloads like Claude Code.
    • Some customers have switched agents to OpenAI or Gemini models, and Anthropic runs inference across three chip types (Nvidia GPUs, Google TPUs, AWS Trainium), adding reliability complexity.
    • The shortage stems from underinvestment in owned infrastructure years ago; new data center capacity takes 18โ€“24 months, meaning today's funding converts to compute only in late 2026 or 2027.
    Sources ๐Ÿ“Ž Coverage: techcrunch.com ยท ๐Ÿ‘ via TechCrunch AI
  • OpenAI acquires AI biotech startup Orchestra Bio to bolster its Rosalind life sciences platform
    OpenAI acquired Orchestra Bio, a four-year-old startup building AI agents for drug development coordination, to fold into its Rosalind life sciences platform.

    • Orchestra Bio's AI agents help biopharma teams manage drug development operations, from tracking finances to resolving clinical trial scheduling issues.
    • Orchestra's team and technology will be merged with Rosalind, OpenAI's AI models for life sciences, and Rosalind Workbench, a tool for planning experiments and analyzing results.
    • The startup had reportedly raised around $20 million as of 2025 from backers including Andreessen Horowitz, Atria, and 8VC; deal terms were not disclosed.
    • OpenAI says Rosalind customers already include Moderna and Novo Nordisk.
    • The deal signals major AI labs expanding into industry-specific software like pharma, absorbing potential competitors rather than competing with them.
    Sources ๐Ÿ“„ Source: openai.com ยท ๐Ÿ“Ž Coverage: techcrunch.com ยท ๐Ÿ‘ via TechCrunch AI

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