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Funding General Compute closes $400M debt on inference chips; first deal with SambaNova ASICs as collateral Market Big Tech's hidden AI debt hits $1.65T; off-balance-sheet commitments dwarf reported figures Research Black Forest Labs FLUX 3: Multimodal Video + Audio + Action in One Model; Beats Seedance, Runway Research Anthropic ships Claude Opus 5 at $5/$25 per Mtok—near-Fable-5 coding at half Fable's price Policy Jensen Huang debuts on X with open-weight AI letter, backing models against Washington restriction Chips Intel Foundry Q2: $5.8B revenue, external customer mix still 5% of total Chips Samsung locks $200B with Broadcom: HBM4 + 2nm foundry through 2030 for AI chips Breaking Moonshot AI halts Kimi K3 subscriptions as demand hits infrastructure limits amid U.S. chip export curbs Funding Paper raises $34M Series A from Accel, ICONIQ for AI-native design platform Research Anthropic releases Claude Opus 5: matches Fable on benchmarks, 50% cheaper, praised for coding Funding Cathedral: DOGE alumni raise $160M for stealth AI military cybersecurity startup at $1.4B valuation Market NVIDIA locks down SK Hynix HBM supply with $500B AI infrastructure deal Research Poolside releases Laguna S 2.1, 118B open-weight model beating DeepSeek V4 Flash on agentic tasks Funding Etched raises $300M Series C at $10.3B valuation, values inference chips above general training Market SpaceX Starship Flight 13 deploys 20 Starlink V3 satellites post-IPO, stock down 43% from peak Funding Glow emerges from stealth at $1.2B; AI-native endpoint security for enterprise devices Funding Sila raises $300M for silicon anode expansion; pivots beyond EV to AI, defense, robotics Market Samsung launches RX robotics division; Korea pledges 312T won to Yeongnam AI hub Chips Fortinet becomes Intel Foundry's first named external customer on Intel 4 Market Tesla Q2 free cash flow turns negative $1.1B as capex explodes 142% funding Robotaxi, Optimus, chip fab Funding General Compute closes $400M debt on inference chips; first deal with SambaNova ASICs as collateral Market Big Tech's hidden AI debt hits $1.65T; off-balance-sheet commitments dwarf reported figures Research Black Forest Labs FLUX 3: Multimodal Video + Audio + Action in One Model; Beats Seedance, Runway Research Anthropic ships Claude Opus 5 at $5/$25 per Mtok—near-Fable-5 coding at half Fable's price Policy Jensen Huang debuts on X with open-weight AI letter, backing models against Washington restriction Chips Intel Foundry Q2: $5.8B revenue, external customer mix still 5% of total Chips Samsung locks $200B with Broadcom: HBM4 + 2nm foundry through 2030 for AI chips Breaking Moonshot AI halts Kimi K3 subscriptions as demand hits infrastructure limits amid U.S. chip export curbs Funding Paper raises $34M Series A from Accel, ICONIQ for AI-native design platform Research Anthropic releases Claude Opus 5: matches Fable on benchmarks, 50% cheaper, praised for coding Funding Cathedral: DOGE alumni raise $160M for stealth AI military cybersecurity startup at $1.4B valuation Market NVIDIA locks down SK Hynix HBM supply with $500B AI infrastructure deal Research Poolside releases Laguna S 2.1, 118B open-weight model beating DeepSeek V4 Flash on agentic tasks Funding Etched raises $300M Series C at $10.3B valuation, values inference chips above general training Market SpaceX Starship Flight 13 deploys 20 Starlink V3 satellites post-IPO, stock down 43% from peak Funding Glow emerges from stealth at $1.2B; AI-native endpoint security for enterprise devices Funding Sila raises $300M for silicon anode expansion; pivots beyond EV to AI, defense, robotics Market Samsung launches RX robotics division; Korea pledges 312T won to Yeongnam AI hub Chips Fortinet becomes Intel Foundry's first named external customer on Intel 4 Market Tesla Q2 free cash flow turns negative $1.1B as capex explodes 142% funding Robotaxi, Optimus, chip fab
Research

Anthropic ships Claude Opus 5 at $5/$25 per Mtok—near-Fable-5 coding at half Fable's price

Anthropic released Claude Opus 5 on July 24, 2026, pricing it at $5 per million input tokens and $25 per million output tokens—identical to Opus 4.8 and half of Fable 5's $10/$50 rate. The model reaches near-frontier intelligence on coding and knowledge-work tasks while maintaining Opus-tier cost, making it the new default on Claude Max and the strongest model on Claude Pro. The company's framing: 'comes close to the frontier intelligence of Fable 5 at half the price, designed to be used every day.'

On benchmarks, Opus 5 achieves state-of-the-art on coding tasks. It more than doubles Opus 4.8's score on Frontier-Bench v0.1 at lower cost per completed task, and on CursorBench 3.2 it lands within 0.5% of Fable 5's peak score at half the cost per task. Independent testing from Artificial Analysis ranked Opus 5 number one on both its Intelligence Index (61) and Agentic Index (55.3) on launch day, ahead of Fable 5 and GPT-5.6 Sol. The model ships with a 1-million-token context window, 128k max output, and a new effort setting that lets developers trade capability for token cost per request.

For architects, Opus 5's value proposition collapses the rationing layer: instead of routing hard problems to Fable and keeping cheaper models for volume work, teams can now leave Opus 5 switched on. Anthropic deliberately withheld cybersecurity capabilities to mitigate misuse risks, keeping Mythos 5 for that domain. The timing reflects Wall Street scrutiny as Anthropic moves toward its June IPO filing—pricing competitiveness matters now as much as frontier capability. The model is available on Claude.ai, Claude Code, Claude API, Amazon Bedrock, Google Vertex AI, and Microsoft Foundry.

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