Tech
Google to invest up to $40B in Anthropic in cash and compute
Google plans to invest up to $40 billion in Anthropic and support the AI firm’s growing computing needs, Bloomberg reports. The Alphabet subsidiary is committing to invest $10 billion now, at a $350 billion valuation for Anthropic, with another $30 billion to follow if Anthropic hits certain performance targets, according to Anthropic.
The promise of investment comes after Anthropic released its latest model, Mythos, to a limited group of partners this month. Anthropic says that Mythos is the company’s most powerful model to date and has significant cybersecurity applications. Due to potential misuse, Anthropic has restricted broader access while it works with select organizations to evaluate and address those risks — though the model has already fallen into unsanctioned hands. It’s also likely expensive to run at scale.
The AI race is increasingly defined by access to the compute needed to train and deploy these systems. OpenAI has moved aggressively to secure that capacity through a web of multi-hundred-billion-dollar deals across cloud providers, chip suppliers, and energy, including an expanded deal with chipmaker Cerebras this month.
Anthropic has been in a scramble of its own. The company has faced widespread complaints about Claude use limits in recent weeks and responded with a bevy of infrastructure deals. Earlier this month, Anthropic struck a deal with cloud computing provider CoreWeave for data center capacity. It also this week secured an additional $5 billion investment from Amazon, part of a broad agreement under which Anthropic is expected to spend up to $100 billion for around 5 gigawatts of compute capacity over time.
While Google is a direct competitor in AI models, it’s also a key infrastructure supplier to Anthropic. Anthropic relies heavily on Google Cloud for chips and infrastructure, including access to Google’s tensor processing units (or TPUs), which are specialized chips designed for AI workloads and considered among the best alternatives to Nvidia’s in-demand processors.
Anthropic’s relationship with Google predates this week’s news. Earlier this month, Anthropic announced a partnership with Google and chipmaker Broadcom, which designs custom AI chips for Google, to access multiple gigawatts of TPU-based computing capacity beginning in 2027; a subsequent Broadcom securities filing put that figure at 3.5 gigawatts.
The new Google investment expands that arrangement, with Google Cloud now providing a fresh 5 gigawatts of capacity over the next five years, with room to scale further.
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Anthropic’s valuation stood at $350 billion as recently as February; investors have since been eager to back the company at $800 billion or more, according to Bloomberg. The company is also reportedly considering an IPO as soon as October.
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Tech
Everything new coming to Meta’s AI agent Muse
Meta’s personal AI agent Muse is only a few weeks old, and the social networking giant isn’t wasting any time building out what may be its biggest bet on consumer AI to date.
CEO Mark Zuckerberg kicked off the company’s annual Connect event in Menlo Park on Wednesday with a keynote that made one thing clear: Meta is going all-in on Muse.
The Muse agent (the physical avatar is named Jolly, according to Zuckerberg) is designed to handle everyday tasks by connecting to users’ apps and services, including email and calendars. At Connect, Zuckerberg introduced a slew of new capabilities and integrations to make Muse more useful and more deeply woven into users’ daily lives. Muse will be everywhere, if the user chooses, including on their Meta AI glasses.
Muse, which launched in early September, interacts across a user’s devices and digital accounts. The agent is powered by Muse Spark, Meta’s multimodal AI model built for agentic work. Meta has touted it as a more accessible agent than those offered by competitors — an AI helper that, from the jump, allows users to automate the busy work in their lives.
“The centerpiece of our vision for what we’re building is Muse,” Zuckerberg said as he kicked off a keynote donning khakis and a black T-shirt with the words “Building is My love Language” emblazoned across the front. “In the coming years, I expect that Muse is going to grow into the personal superintelligence that billions of people around the world are going to use to accomplish their goals and improve their lives.”
Zuckerberg also believes that Muse will make money for its users — and of course, eventually for Meta.
“We’re standing behind this by making Muse free for a huge number of tokens, with the expectation that over time we will profit by taking a small fee from transactions,” he said.
Here are the new features and capabilities that got our attention …
Muse gets its own digital avatar

One of the more fun announcements made Wednesday is that Muse users will soon have the ability to conjure a distinct digital avatar for their particular agent and then video chat with it in real time. A new AI model, Muse Realtime Avatar, has been developed to power the particular feature, the company says.
The idea is that Meta’s previously faceless AI software will be given a face, body, and voice, making them significantly more personable. There’s certainly a hint of Metaverse-ishness to this feature, which was demoed on stage at Connect. Users will be able to have live conversations with this avatar, giving it tasks and asking it questions.
Muse will also be integrated with Meta’s smart glasses line, the company announced. This means that users will be able to communicate with their agent merely by speaking to their glasses. The agent activates via a wake word, the company said, adding that it will be able to guide users through a personalized workout, log meals, book an appointment, and help them buy products they see.
Meta said Muse will work in the background and check back in when it’s done.
It’s not clear exactly when this feature will become available, although Meta says that it should launch sometime in “the coming months.”
Soon, you’ll be able to let Muse run your Mac

Meta says it is bringing Muse computer work to Mac. The company had previously talked about Muse coming to Mac, and spent more time on Wednesday providing a few new details. This means that users will be able to delegate tasks to the agent, and — much like other popular AI agents from OpenAI and Anthropic — Muse will be able to operate any app on a user’s desktop.
“You can have it help you run your small business, or just get work done for you,” Meta’s chief AI officer Alexandr Wang said Wednesday during the keynote. “You can walk away from your computer and it keeps working for you on all the jobs you lined up.”
Muse will get its own email address
Since Muse will always be working in the background, it will naturally need its own email address. Meta’s Wang announced it is developing that feature and will make it available “soon,” without providing a more precise timeline.
Users will also be able to add Muse to an email thread or forward emails from the agent to handle on their behalf.
Meta has locked in partnerships with companies like Stripe and Shopify, illustrating that the company sees Muse as an important tool for shopping.
Muse can access the entire Shopify product catalog agentically and use Lync and now Shop Pay to buy almost anything on the internet, according to Wang, who noted that Meta has also added more support for payments with PayPal.
The company also announced a string of new partnerships with retailers, including Best Buy, Gap, Sephora, Walmart, and Wayfair. Muse will be able to connect with these retail apps as well as with Expedia and soon, Instacart. Other connectors include GitHub, Granola, and Notion.
Wang noted that the company wants Muse to connect with small business too. Meta recently opened its platform to allow developers to build their own “connectors.” The company received more than 1,500 applications in less than week, he said, adding “I think this could be a generational opportunity to start building for a new platform as it takes off, and the response so far has been really great.”
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Tech
Meta made a Tamagotchi-like wearable for its Muse AI agent
The AI amulet has become a bit of a cliché in the tech industry — devices like Friend have turned the idea of physical AI into little more than an exercise in eye-rolling for many consumers.
But that hasn’t stopped Meta from jumping into the arena with its own AI wearable, called Muse Charm, which is designed to give consumers another way to stay connected to its recently launched, and already popular, personal AI agent, Muse.
The device, which CEO Mark Zuckerberg revealed in a “one more thing” moment during the company’s annual Connect event, isn’t ready to ship just yet. Zuckerberg said his team had to “finalize laying out the components” and promised the devices would be “ready to ship in time for the holidays in December.”
The Muse agent, which is now embodied by a cute digital avatar known within the company as Jolly, lives inside the palm-sized totem that users can carry in their pockets or attach to a keychain. The device comes with a tiny screen that displays the avatar representing the agent. Users can talk to the device, which can then presumably carry out tasks on their behalf.
“We packed the whole Muse experience, including the whole real-time voice and avatar stack, into something that fits on a keychain and is always available to talk to,” Zuckerberg said during Wednesday’s keynote. “You just go ahead and tap here in the fingerprint sensor in the corner, and you can start talking without having to unlock a phone or open an app.”
Zuckerberg added: “So if you’re not wearing glasses, this is going to be by far the fastest way to talk to your Muse and to show what’s going on around you.”
Appropriate for what it offers, the gadget has a quasi-Tamagotchi feel to it — a lightweight, personality-filled device designed to keep users always connected to Meta’s software. It also feels like a relatviely low-stakes way for the social media giant to experiment with AI wearables while also offering yet another way to distribute its AI agent to the masses.
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Tech
Meta is trying VR glasses (again), this time with more IMAX
Meta is renewing its quest to make virtual reality a thing. At Connect on Wednesday, the company announced Meta VR Glasses, its newest entry into the VR market. These glasses actually seem quite promising given their substantially lighter form factor and a host of new entertainment integrations — including (allegedly) IMAX compatibility.
The company says that the glasses are five times lighter than the Meta Quest 3 — and they look much more like normal glasses than the bulky headsets that Meta previously released. Made of magnesium alloy, the glasses are powered by Qualcomm’s Snapdragon Reality Elite processor. They are powered by a computing puck, which also acts as their battery. Presumably, a user can just slip the puck into their pocket, which allows the glasses to be used on the go.
The glasses are largely entertainment-focused and come with micro-OLED panels built into the lenses, which provide a 5K Infinite Display with 37 pixels per degree, as well as Dolby Vision and support for Dolby Atmos audio. Users will be able to download and watch movies.
Perhaps one of the more unique features of the glasses, however, is that Meta is pitching them as a great way to enjoy IMAX-captured films.
Indeed, the company calls the glasses the “first IMAX Enhanced certified VR device ever.” What does that mean? Meta maintains that their glasses will be one of the only ways to experience the expanded aspect ratio that defines the distinct high-resolution viewing experience.
The glasses are also compatible with 3D experiences — and even movies that integrate a user’s physical space is integrated into their viewing experience. Meta says that it has teamed up with Disney and that, in November, Disney+ users will be able to stream specific movies — including certain Marvel movies — in 3D.
Meta says that users will be able to watch specific movies and have their surroundings “transformed with immersive environments, dynamic effects, stunning 3D visuals, and spatial audio” — essentially converting the movie into a VR gaming-type experience.
The glasses will also come with Meta AI — its automated virtual assistant — built in, which means that users will be able to talk to the glasses and automate various tasks via voice command. For instance, Meta says you’ll be able to start a movie just by asking your glasses to do so. Other ways to issue commands include hand gestures.
Meta says the glasses will be available next spring with a starting price of $1299.99.
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