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May 28, 2026
Anthropic Revenue Hits $45B ARR, Surpasses OpenAI by 35% Ahead of IPOs
Anthropic's annualized revenue has reached nearly $45 billion — 35% higher than OpenAI's $33 billion ARR — as both companies race toward IPOs later this year. The revenue gap comes alongside Anthropic's first-ever quarterly operating profit of $559 million.
May 12, 2026
Telus’s BC AI data centre cluster is a sovereign-compute bet, not a finished build
Ottawa and Telus announced a three-site AI data centre cluster in British Columbia: Kamloops, Mount Pleasant, and downtown Vancouver. But the project is still at MOU stage, with no funding committed yet and no public pricing, GPU counts, or power capacity disclosed. For Canadian builders, the real question is whether this becomes usable domestic AI infrastructure — or just a polished policy signal that arrives after the market has already moved on.
May 11, 2026
Telus’s BC sovereign AI build could add real Canadian compute — or just better branding
Canada and Telus say they’re advancing a sovereign AI infrastructure build in British Columbia, with three planned data centres and more than 60,000 GPUs by 2032. The big question for builders is not the ribbon-cutting; it’s whether this becomes usable Canadian compute with clear access, pricing, and procurement paths — or stays a policy label with nice hardware attached.