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2025

September

6 events

Editors' summary

A copyright case settles at $1.5 billion, deals move to gigawatts

On 5 September, Anthropic settled with the authors for $1.5 billion, the largest sum in a US copyright case. What June's ruling had left open — the pirated library — was closed with money rather than a verdict.

On the 2nd the company raised $13 billion in its Series F at a $183 billion valuation, and on the 29th released Claude Sonnet 4.5, which it said could work for more than thirty hours at a stretch.

On the 22nd, OpenAI struck a 10-gigawatt partnership with NVIDIA, which committed up to $100 billion. Compute was now discussed in units of power rather than dollars. Sora 2 and the Sora social app followed on the 30th.

On the 2nd, remedies came down in the Google search antitrust case. The court did not order Chrome to be sold.

This block is written by the editors. It is kept separate from the sourced record below.

Record6 events
  1. 2
    BusinessAnthropic / ICONIQ Capital / Fidelity Management & Research / Lightspeed Venture Partners

    Anthropic raises $13 billion at a $183 billion valuation

    Anthropic announced a $13 billion Series F at a $183 billion post-money valuation, led by ICONIQ Capital and co-led by Fidelity and Lightspeed Venture Partners, with broad institutional participation including Altimeter, Baillie Gifford, BlackRock-affiliated funds, Blackstone, Coatue, General Atlantic, GIC, Goldman Sachs Alternatives, Insight Partners, Jane Street, the Qatar Investment Authority, TPG, and T. Rowe Price. Run-rate revenue had gone from about $1 billion at the start of 2025 to over $5 billion by August, and the valuation nearly tripled in little more than half a year — the round where Anthropic's enterprise and coding growth showed up in the numbers.

  2. 2
    PolicyGoogle / Amit Mehta

    Antitrust remedies spare Chrome, and cite AI as a new competitor

    Judge Amit Mehta issued remedies in response to his August 2024 finding that Google held an illegal monopoly in search. He declined to order the divestiture of Chrome that the Justice Department had sought, and rejected a conditional divestiture of Android, writing that "plaintiffs overreached in seeking forced divesture of these key assets, which Google did not use to effect any illegal restraints." He did bar Google from entering or maintaining exclusive contracts over the distribution of its search engine and Chrome, ending deals that made it the sole default, and ordered Google to make some of the data behind its search engine available to "qualified competitors." Notably, the emergence of generative AI as a nascent competitive threat to search shaped how the remedies were designed. Google's stock rose on the ruling.

  3. 5
    PolicyAnthropic / Andrea Bartz / William Alsup

    Anthropic settles with authors for $1.5 billion

    Anthropic agreed to pay at least $1.5 billion to settle Bartz v. Anthropic, the case over using pirated books to train Claude. The deal covered roughly 500,000 works at about $3,000 per book — the largest copyright class action settlement in US history — and required Anthropic to destroy the data it had taken from Library Genesis and the Pirate Library Mirror. The settlement followed Judge Alsup's June ruling separating lawful training from unlawful acquisition, which left Anthropic exposed to statutory damages on the piracy claim alone. It established that how an AI company obtains its training data can carry an enormous price.

  4. 22
    BusinessOpenAI / Sam Altman / Jensen Huang

    NVIDIA partnership to deploy 10 gigawatts with up to $100 billion investment

    OpenAI and NVIDIA announced a letter of intent for a strategic partnership to deploy at least 10 gigawatts of NVIDIA systems for OpenAI's next-generation AI infrastructure. NVIDIA stated its intent to invest up to $100 billion in OpenAI progressively as each gigawatt is deployed. The first gigawatt was slated to come online in the second half of 2026 on NVIDIA's Vera Rubin platform.

  5. 29
    ModelAnthropic

    Claude Sonnet 4.5 sustains tasks for 30-plus hours

    Anthropic released Claude Sonnet 4.5, calling it the best coding model in the world and the strongest for building complex agents, and highlighting its ability to hold focus on multi-step work for more than 30 hours. It scored 77.2% on SWE-bench Verified, averaged over 10 trials with a large thinking budget, and Anthropic described it as its most aligned frontier model to date. Shipping alongside were checkpoints in Claude Code for rolling back work, a native VS Code extension, and the Claude Agent SDK exposing the infrastructure behind Claude Code to developers. The Claude for Chrome extension went to Max subscribers, and the Claude apps gained code execution and the ability to create spreadsheets, slides, and documents. Pricing stayed at Sonnet 4 levels of $3 and $15 per million tokens.

  6. 30
    ModelOpenAI / Sam Altman

    Sora 2 video model and social Sora app launched

    OpenAI launched Sora 2, its new video generation model, along with a new iOS app called Sora built around it. Sora 2 generates video with synchronized audio, including dialogue and sound effects, and more accurate physics. The invite-based app rolled out first in the United States and Canada, featuring a short-video feed and a "cameo" feature for inserting one's own likeness and voice into videos, drawing wide attention as a TikTok-style AI video app.

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