| |  | Apr 01, 2026 | | | | | Supported by |  | | | | | | Happy Wednesday! Anthropic mistakenly leaks some of the source code for Claude Code. OpenAI's latest funding round raises $122 billion at a valuation of $830 billion. Nvidia invests $2 billion in chip maker Marvell.
| | | | Anthropic mistakenly leaked some of the source code underlying its Claude Code application, the company said on Tuesday. The leak revealed new details about how the popular AI coding tool works and potential unreleased models and features. Developers noticed early Tuesday morning that Anthropic had exposed more than 500,000 lines of the source code and more than 1,000 related files on its NPM registry, a repository where companies publish documentation that's meant to help developers understand their code. In a statement, an Anthropic spokesperson said the leak was "caused by human error, not a security breach" and that no sensitive customer data was exposed. Anthropic is "rolling out measures to prevent this from happening again," the spokesperson said. The leaked code doesn't include Anthropic's models themselves, which are considered the crown jewels of AI model developers' intellectual property. Rather, it appears to show how Anthropic developed the user interface for Claude Code, the application that calls on its powerful Claude models to automatically write or edit code on behalf of users. Other AI coding tools like OpenAI's Codex and GitHub Copilot have publicly published similar source code so that developers can download the applications and run them locally. The Claude Code leak comes less than a week after Anthropic mistakenly published a draft blog post about its upcoming models. | | | | OpenAI has secured commitments for its latest funding round totaling $122 billion at a valuation of $830 billion before the financing, the company announced on Tuesday. The total is about $22 billion over its initial target of $100 billion, which The Information first reported. SoftBank and Nvidia have each committed $30 billion, OpenAI said in a blog post, confirming The Information's reporting. Amazon committed to invest up to $50 billion, with the first $15 billion to be invested now and the remaining $35 billion conditional on when OpenAI either goes public or achieves artificial general intelligence. Other investors participating in this round include Altimeter, Blackstone, Coatue, Dragoneer, Sequoia Capital, Sands Capital, Thrive Capital, among others, the company said. OpenAI has also raised over $3 billion from individual investors through various banks. The fundraise comes as OpenAI generates about $2 billion in revenue per month. Its ChatGPT chatbot has more than 900 million weekly active users and over 50 million paying subscribers. The company's pilot advertising product hit more than $100 million in annualized revenue within six weeks, while Codex, its coding agent, has more than two million weekly active users. | | | | Nvidia said it has invested $2 billion in chip maker Marvell as part of a "strategic partnership" in which Marvell will supply chips that work with Nvidia technology. The investment is the latest in a series Nvidia has made lately—typically at around $2 billion—with companies that work with the AI chip giant. Marvell designs chips for data centers. It competes with Broadcom in the custom AI chip business. | | | | Sequoia Capital on Tuesday named Doug Leone, an investor who has been at the firm since 1988, as chairman. After stepping back from making new investments in 2022, Leone will once again participate in new deals, the firm said. A person familiar with Leone's thinking said that he has more time to invest now that he's no longer on the board of recently acquired portfolio companies, including Wiz. Leone didn't immediately respond for comment. Michael Moritz previously occupied the chairman role before departing the firm in 2023. The storied venture firm also underwent other recent management changes. In November last year, partners Alfred Lin and Pat Grady replaced Roelof Botha as co-leaders of the firm, a dramatic move that surprised people inside and outside the firm. Leone led the firm for more than two decades before Botha's ascension in 2022. Leone was involved in investments such as Wiz, which sold to Google for $32 billion, as well as Nubank and ServiceNow. | | | | Bobby Hollis, a Microsoft vice president in charge of procuring energy for its data centers, has left the company for a new opportunity, he said Tuesday in a LinkedIn post. Hollis joined Microsoft three years ago, coinciding with the start of an artificial intelligence boom requiring the company to seek unprecedented sources of energy for its facilities. Hollis was at Microsoft when the firm signed a landmark deal to restart a nuclear power plant on Pennsylvania's Three Mile Island, which signaled how desperate cloud providers were to obtain more power. "Energy and technology have never been at a more important juncture, and it's so important that we get this right," Hollis said. "I won't be leaving the conversation. I'll just be doing it with a different hat." Hollis previously worked for data center developer Rowan Digital Infrastructure as its chief development officer. Before then, he worked on energy and infrastructure projects at Meta Platforms and Apple. Hollis and a spokesperson for Microsoft did not immediately respond to a request for comment. Another Microsoft vice president of energy, Brian Janous, left in 2023 after 11 years to start Cloverleaf Infrastructure, a firm developing energy for data centers that's been fielding takeover offers. | | | | Activist investor Irenic Capital Management called on Snap CEO Evan Spiegle to make "meaningful changes" in how the company is run, in hopes of lifting its faltering stock price from its current price of below $4. Irenic estimated Snap stock could be worth above $26 a share. Irenic, whose management includes a former Elliott Management staffer, said Snap should spin off or shut down its Spectacles unit, which the investor estimated was costing Snap $500 million annually. "At this point, if Specs cannot be funded on its own, it is time to shut it down." Irenic, which said it owns about 2.5% of Snap's stock, said the company needed to cut employee numbers, reduce its stock compensation, and give shareholders a vote. As it is now, Snap's public shareholders have no vote, which means Irenic has no way of pressuring the company. Spiegel and his co-founder, Robert Murphy, control the company. Irenic noted that giving public shareholders a vote would allow more investors to buy the stock. Snap put out a statement saying Snap "welcomes input from all shareholders," and would "evaluate actions that drive long term value for all stockholders." | | | | Oracle is laying off thousands of employees, CNBC reported. The move comes as the company's substantial spending on AI data centers has eaten into its cash reserves, prompting it to issue tens of billions of dollars in debt. The company began the cuts on Tuesday in emails to employees citing "a broader organizational change," which were viewed by Business Insider. Oracle had 162,000 full time employees as of its most recent annual regulatory filing in mid-2025. Oracle has been operating less efficiently than peers. Its revenue per employee sat at $354,000 for its most recent fiscal year, significantly lower when compared to other tech giants and more efficient software firms, including Microsoft, Palantir and even ServiceNow and Salesforce. Oracle spokespeople did not immediately respond to a request for comment. Oracle shares rose 3% following the news, ahead of the S&P 500's 1.6% advance during morning trading Tuesday. The company's stock is still down more than 26% since the start of the year as investors have sold off software stocks amid fears that AI could disrupt software applications and because a lot of Oracle's future AI server rental revenue depends heavily on one customer: OpenAI. Other major tech firms that are spending big on AI servers are also laying off staff or freezing hiring. Amazon announced it was cutting 16,000 roles in early 2026 after slashing 14,000 jobs late last year. Meta let go of 10% of employees in its Reality Labs Unit at the start of the year and laid off hundreds more across the company last week. Meanwhile, Microsoft has frozen hiring. | | | | Iran on Tuesday threatened to attack the facilities of U.S. tech companies across the Middle East in what it called retaliatory strikes for the U.S.'s efforts to kill Iranian leadership. In a statement Tuesday, Iran's government-owned Tasmin News Agency said that its military would start strikes on facilities of tech companies including Microsoft, Google, Apple, Meta, Nvidia, Oracle, and more than a dozen other companies. The agency said the attacks could start as soon as Wednesday. Iran's military has already struck cloud computing facilities owned by Amazon and Microsoft, disrupting services across the Middle East since the conflict began. A Microsoft spokesperson did not have a comment on the new threat. | | | | Ailing shoemaker Allbirds agreed to sell itself for just $39 million, an ignominous end to the once-trendy venture-backed shoe firm that went public in 2021 with a valuation as high as $4 billion. Allbirds has been suffering declining sales for several years. On Tuesday it reported its full-year 2025 numbers, showing sales fell 19.7%. The company reported a net loss of $77 million, and it burned through $58 million in cash. As of Dec. 31, Allbirds had just $26.7 million in cash and long term debt of $17 million. The company acknowledged there was "substantial doubt about our ability to continue as a going concern." Under the deal, agreed on Sunday, American Exchange Group, which owns a number of fashion brands, will buy all of Allbirds' intellectual property and "certain other assets and liabilities." Allbirds shares fell 4.4% to $2.85 on Tuesday. | | | | Coder, a startup making software for developers to build and run code from local devices to the cloud, raised $90 million in a Series C funding round led by private equity firm KKR, the company said Wednesday. Qube Research and Technologies, a London-based quantitative investment firm, and Uncork Capital, a seed-stage venture firm, also participated in the round alongside existing investors. The Austin-based startup, which was founded in 2017, last raised a $35 million round led by B2B-focused VC firm Georgian in 2024. Notable Capital, Redpoint Ventures and Uncork Capital participated in that raise. The valuation of the company couldn't be learned. | | | | | Popular articles
By Valida Pau and Sri Muppidi
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