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Apr 21, 2026
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Supported by
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Happy Tuesday! Amazon plans to invest up to $25 billion in Anthropic. Microsoft restricts how much customers can use its Copilot AI coding tool on GitHub. SpaceX plans to award Elon Musk with tens of millions of shares if the firm’s market cap increases to $6.6 trillion.
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Amazon is investing $5 billion into Anthropic now and will invest up to an additional $20 billion tied to commercial milestones, the companies said on Monday. The deal is on top of $8 billion Amazon previously invested in the artificial intelligence company. While the companies did not say what milestones need to be met to unlock the additional investments, Anthropic said it plans to spend more than $100 billion on Amazon Web Services over the next decade, including on Amazon’s custom Trainium chips. AWS customers will now be able to use the Claude Platform directly in AWS,
in addition to accessing Claude through Amazon’s Bedrock service, the companies said. Anthropic will get access to five gigawatts worth of AI compute through the deal and will gain inference capacity in Asia and Europe, the companies said. In addition to Amazon, Anthropic has computing deals with other companies including Google, Microsoft and CoreWeave.
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Microsoft-owned GitHub said Monday it is restricting how much customers can use its Copilot AI coding tool and pausing new sign-ups for individual accounts as it struggles to handle an influx of traffic, triggering outages. The company is lowering the usage cap for all but the most expensive tiers of GitHub Copilot, which is effectively a price increase for customers that use the tools the most heavily. GitHub didn’t specify how much it was lowering usage caps but said “most users shouldn’t be impacted” while noting that usage
caps may fluctuate in the future and users can sign up for the most expensive plan to raise their usage limit. GitHub will also prevent Copilot customers from using Anthropic’s popular Claude models to power the coding-agent tool unless they pay for the most expensive subscription tier, which starts at $39 per user per month. “Long-running, parallelized sessions now regularly consume far more resources than the original plan structure was built to support,” GitHub Vice President of Product Joe Binder said in a blog post. “Without further action, service quality degrades for everyone.” The changes come as other AI coding providers have overhauled pricing in recent months in response to surging demand. Anthropic recently changed its pricing to charge enterprise customers based on how much AI they use, while OpenAI introduced new pricing tiers earlier this month.
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SpaceX’s confidential IPO filing includes new plans to award Elon Musk with tens of millions of shares if the company’s market cap increases to $6.6 trillion, The Information reported. The IPO prospectus, reviewed by The Information, also revealed that Musk had increased his stake in SpaceX last year by purchasing $1.4 billion of stock from current and former employees, in a move that increased his sway over the company. SpaceX has seen a sharp increase in valuation over the past year, through secondary share sales and an acquisition of
xAI, Musk’s artificial intelligence company. SpaceX doubled its valuation to $800 billion in an employee share sale last December and was valued at $1.25 trillion after it merged with xAI this February.
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Victory Giant Technology, one of Nvidia’s Chinese hardware suppliers, jumped as much as 60% on its debut on the Hong Kong Stock Exchange, as investors sought to capitalize on the global AI infrastructure boom. Shares of Victory Giant, which manufactures printed circuit boards used in AI servers, started trading in Hong Kong Tuesday after the company raised about $2.6 billion in the city’s largest initial public offering this year so far. The company’s stock is also listed on mainland China’s Shenzhen Stock Exchange. Victory Giant’s strong Hong Kong debut reflects investor confidence in leading hardware component suppliers that are benefitting from massive demand for high-end AI servers and data center infrastructure. In its IPO filing, Victory Giant,
which is based in the southern Chinese city of Huizhou, said its revenue rose 80% to 19.29 billion yuan ($2.83 billion) last year, while its net profit more than tripled to 4.31 billion yuan.
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Andreessen Horowitz said it had backed a new media company, MTS—an abbreviation of Monitoring the Situation—which will publish on Elon Musk’s X, “interviewing the main characters of the moment all day long.” The new company “aims to be the best place in the world to make sense of what’s happening RIGHT NOW,” Andreessen said in a blog post. The firm was founded by Chris Bakke, who sold his startup Laskie to Twitter and worked at X, which acquired Twitter, until last year. Other founders include an Andreessen marketing partner Theo Jaffee. Andreessen said it was investing alongside others including Dan Romero, Packy McCormick, Zach Perrett, Austin Rief and others.
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