Anthropic added a built-in Chromium-based browser to Claude on desktop inside Cowork, replacing the need for a web-browsing Chrome extension for most tasks. The feature is rolling out to paying Pro, Max, and Team subscribers. Claude’s desktop web use becomes more self-contained (with no day-to-day browser login) while the separate Claude in Chrome extension remains available for talking about already-open pages.
Anthropic is preparing investor messaging that values its total addressable market at over $30 trillion, per a Wall Street Journal report tied to the idea that AI models could replace end-to-end knowledge work. The TAM figure is described as being more than $30 trillion and set against the world GDP estimate of about $120 trillion. Investors are expected to treat the number less as a literal sales forecast and focus more on near-term revenue targets like approaching $200 billion annually by the end of the decade, while skepticism grows that “capture” assumptions may not hold as cheaper open-source models spread.
Anthropic signed a compute-rental agreement with Nscale to boost its AI infrastructure. The deal is valued at about $45 billion and is expected to start powering Anthropic services in late 2027. Anthropic will gain access to compute from Nscale’s Vera Rubin chip system, adding to its ongoing multi-year compute partnerships and scaling efforts.
Glean unveiled Tau, a desktop workspace that connects its enterprise AI to a user’s local files, applications, and code. Glean says Tau delivers a 5.2-times token-cost advantage per query over Anthropic’s Claude Cowork. The release also adds expanded AI spending controls and new products at Glean:GO, while Tau and several related features roll out after the general availability of Glean Intelligence.
Anthropic is preparing IPO paperwork claiming its total addressable market exceeds $30 trillion, citing Wall Street Journal estimates. The filing puts the TAM above $30 trillion, compared with SpaceX’s $28.5 trillion claim from its May filing. As a result, investors are prompted to weigh Anthropic’s IPO valuation against an extremely large long-term revenue opportunity rather than near-term product traction.
Anthropic, the company behind Claude, is preparing its IPO filing and plans to tell investors its total addressable market exceeds $30 trillion, per the Wall Street Journal. The filing also targets about a $2 trillion valuation and seeks to raise up to $100 billion, with a listing expected in September or October. If finalized, this framing would position Anthropic among the world’s largest companies on day one and set up its IPO prospectus as a larger “TAM” test than SpaceX’s earlier benchmark.
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