Goldman Sachs

2026-11-02

COMPANIES · 1 SOURCE · The Decoder

Goldman Sachs restricts advanced AI coding tools to engineers

Bloomberg reported that Goldman Sachs has cut off most employees — including traders and bankers — from using advanced AI coding tools such as Anthropic's Claude Code and Microsoft's GitHub, with internal October guidelines saying only engineers retain access. Goldman cited "a variety of factors including productivity and risk management," and the change curtails earlier informal "vibe coding" prototyping by non-technical staff praised by CIO Marco Argenti.

6.0

2026-10-26

COMPANIES · 2 SOURCES · TechCrunch AI · The Decoder

Anthropic files S‑1 to go public, reports $16.3B revenue in H1 2026

Anthropic filed an S‑1 with the SEC to pursue an IPO under the proposed ticker ANT, reporting $16.3 billion in revenue for H1 2026 (up from $1.2 billion a year earlier). The company showed an operating loss of $693 million (improved from $2.1 billion in H1 2025) and a net loss of $80.7 billion driven largely by noncash accounting adjustments tied to convertible debt; it disclosed that founders will retain control via a Founder LLC with 50.1% voting power and that the Long‑Term Benefit Trust can appoint most of the board. Anthropic did not disclose target raise or proposed share price.

10.0

2026-10-26

COMPANIES · 1 SOURCE · The Decoder

Toyota plans $6.4B annual investment to deploy 400,000 robots, including humanoids

Toyota announced plans to invest about $6.4 billion per year to deploy some 400,000 robots as it seeks to become a global robotics company; its AI robotics spinout Walden Robotics recently went public with a $1.1 billion valuation and $300 million in funding, the Financial Times reports. Analysts at Goldman Sachs estimate Toyota could capture 3–8% of the humanoid robot market by 2035; rivals include Tesla, Xpeng and Hyundai, and Toyota says it will prioritize deploying robots in its own factories while some investors remain cautious given past missed bets.

7.0

2026-10-02

MONEY · 1 SOURCE · TechCrunch AI

Blackstone N1’s Jas Khaira to speak on building next-generation AI giants at TechCrunch Disrupt 2026

At TechCrunch Disrupt 2026, Jas Khaira — global head of Blackstone N1 and Blackstone Growth — will present “Building the Next Generation of AI Giants,” outlining what Blackstone looks for when backing category-defining AI companies and how founders should approach financing large-scale growth. The preview cites Blackstone’s recent investments as context, including up to $600 million in Neysa and participation in a $1.5 billion joint-venture backing for Anthropic’s Ode.

5.0

2026-09-27

MONEY · 1 SOURCE · The Decoder

Goldman Sachs forecasts Big Tech will spend $1.2 trillion on AI infrastructure in 2027

Goldman Sachs, via strategist Ryan Hammond cited by Bloomberg, estimates Amazon, Alphabet, Microsoft, Oracle and Meta will spend a combined $1.2 trillion on AI infrastructure in 2027—about 50% above this year's roughly $800 billion and above Wall Street consensus of $1.1 trillion. Goldman warns growth will slow after 2026, that companies may need roughly $300 billion a year in AI revenue to justify the outlays, that current spending already exceeds operating cashflow (implying more debt financing), and that bottlenecks in power, labor and memory chips could constrain the buildout.

7.0

2026-09-17

STARTUPS · 1 SOURCE · TechCrunch AI

Emerald AI, Google, Nvidia and Anthropic form AI Energy Management Alliance to expand data-center grid access

Emerald AI has launched the AI Energy Management Alliance (AEMA) with Google, Nvidia and Anthropic, together with utilities including AES, Constellation, National Grid and NRG Energy. AEMA plans to use Emerald AI’s demand-response software to coordinate data-center load reductions and shifts with utilities, which it says could free up as much as 100 gigawatts of additional data-center capacity on the grid; Emerald AI recently raised $150 million in a Series A led by Energize Capital and DCVC.

7.0