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Another Friday, another selection of AI news and resources to help you become more AI native. This week:
Anthropic hits $1T and laps OpenAI in a single Tuesday
Big Tech's $130B AI spending spree leaves Google "capacity-constrained"
OpenAI cuts Microsoft loose, signs $38B with AWS as the Musk trial opens
Claude's new Creative Connectors plug straight into Adobe, Blender, and Ableton
AI News
Microsoft, Google, Meta, and Amazon spent $130B on AI infrastructure in Q1 alone. That's nearly 2x last year's Q1, and Sundar Pichai admitted Google Cloud's revenue would have been higher if Google could pour concrete fast enough to meet demand. Microsoft's AI run rate hit $37B (up 123% YoY), Google Cloud grew 63% to $20B, and Meta raised 2026 capex guidance to $145B. Amazon's trailing free cash flow has already collapsed 95%, from $25.9B to $1.2B, on the same buildout.
Anthropic crossed a $1 trillion valuation Tuesday and became the most valuable AI company on Earth. The same day, OpenAI missed its revenue targets, watched Elon Musk's lawyer tell a federal jury that Sam Altman "stole a charity," and got profiled in The Atlantic under the headline "Anthropic's Little Brother." Anthropic's move was less about model benchmarks than workflow depth. It shipped Claude for Creative Work with native connectors into Adobe, Blender, Autodesk Fusion, Ableton, Splice, SketchUp, and Canva.
OpenAI dropped Microsoft exclusivity and signed a $38B AWS deal, just as a federal trial against Elon Musk kicked off. The amended contract ends Microsoft's revenue share and quietly deletes the contractual definition of AGI. Microsoft keeps IP rights through 2032 and roughly 27% of OpenAI (about $135B). On the consumer side, supply-chain analyst Ming-Chi Kuo says OpenAI is working with MediaTek, Qualcomm, and Luxshare on an AI-agent phone targeting 2028, building on its $6.4B io acquisition.
Claude Creative Connectors
Claude can now plug into 50+ pro creative apps and run multi-step design work in plain English, no app-switching required.
How to use it:
In Claude.ai, open Settings → Connectors and enable "Adobe for creativity."
Optionally enable Blender, Autodesk Fusion, Ableton, Splice, or Canva.
Describe the full workflow you want, end to end, in one prompt.
Tell Claude to pause for your approval between major steps.
Review each step's output and let Claude pass results to the next app.
Iterate with conversational edits instead of redoing the whole chain.
Pro tip: ask Claude to reason across your asset library, not just one file. Try "find every product photo we shot in Q2 with a white background and resize them to a Shopify-ready 1500x1500." It works.
The connectors flip Claude from a chatbot into a workflow conductor, useful for designers, marketers, and small creative teams already paying for Adobe
That's it for this week. See you next Friday.
- Cam