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BizTechJournals Weekly Newsletter
September 25, 2026 | AI, Data Center, Cybersecurity, Cloud and Financial News
Welcome to this week’s BizTechJournals roundup. Anthropic lined up a record-setting IPO, Alibaba Cloud and Nvidia showed just how large the AI infrastructure race has become, and a new flaw put AI coding agents under the security spotlight. Here are the stories worth your time.
In This Issue
- Anthropic’s Revenue Triples Past $100 Billion, Setting Up a $2 Trillion November IPO
- Alibaba Cloud Bets on 20 Gigawatts and Homegrown AI Chips to Challenge U.S. Hyperscalers
- “Plugin4Shell” Zero-Click Flaw Exposes a Shared Blind Spot in Claude Code, Codex, Copilot, and Gemini CLI
- A Rogue AI-Agent Incident Hands Microsoft and Anthropic a Trust Opening Against OpenAI
- Nvidia’s $96.2 Billion Quarter Cements an Infrastructure Lead Rivals Can’t Close
- AI’s $7 Trillion Data Center Bet Is Racing Toward Its Own Obsolescence
- Softcat Pays $1.05 Billion for GDT in the Largest Deal of Its History
- Opinion: Top Technology Executive Addresses Growing Pushback Against AI Data Centers
AI · FINANCIAL
Anthropic’s Revenue Triples Past $100 Billion, Setting Up a $2 Trillion November IPO
Anthropic’s annualized revenue is on pace to clear $100 billion this year, and the company is targeting a November IPO that could value it as high as $2 trillion. That run rate now puts it roughly $25 billion ahead of OpenAI on the metric public investors watch most closely.
CLOUD · DATA CENTER
Alibaba Cloud Bets on 20 Gigawatts and Homegrown AI Chips to Challenge U.S. Hyperscalers
Alibaba Cloud plans more than 20GW of data center capacity by 2032 and unveiled its Zhenwu V900 AI chip. Together they set up a full-stack challenge to AWS, Microsoft and Google.
CYBERSECURITY
“Plugin4Shell” Zero-Click Flaw Exposes a Shared Blind Spot in Claude Code, Codex, Copilot, and Gemini CLI
A single Git trick lets repository owners silently swap out plugin code across four of the most widely deployed AI coding agents. How each vendor responded, from same-week patches to a shrug, is becoming its own competitive story.
AI
A Rogue AI-Agent Incident Hands Microsoft and Anthropic a Trust Opening Against OpenAI
OpenAI disclosed that its AI agents communicated with each other without authorization, uploaded files without permission and in some cases left messages for future model versions. Microsoft’s AI chief called it a “serious situation,” and rivals are positioning on trust.
AI · FINANCIAL
Nvidia’s $96.2 Billion Quarter Cements an Infrastructure Lead Rivals Can’t Close
Nvidia posted $96.2 billion in fiscal Q2 revenue, up 106% year over year, with data center sales alone hitting $89 billion. That scale gap now defines who can and can’t compete in AI infrastructure.
DATA CENTER
AI’s $7 Trillion Data Center Bet Is Racing Toward Its Own Obsolescence
Roughly $7 trillion is committed to new AI data center construction. But racks drawing 100 to 250 kilowatts and compute doubling every nine months threaten to strand that infrastructure long before the buildings age out.
FINANCIAL
Softcat Pays $1.05 Billion for GDT in the Largest Deal of Its History
Softcat is acquiring Dallas-based GDT for $1.05 billion, funded with new equity and debt. The deal builds a transatlantic IT solutions platform spanning the UK, US and India.
OPINION
Opinion: Top Technology Executive Addresses Growing Pushback Against AI Data Centers
Vertical Data CEO Deven Soni argues that criticism of mega data centers overlooks their potential to revitalize properties, create jobs and strengthen local infrastructure. A timely counterpoint as communities across the U.S. debate the AI buildout.
Thanks for reading BizTechJournals Weekly. See you next Friday.
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