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The Morning Download: Anthropic, IBM Partner on AI

By Steven Rosenbush

 

Eyeing the enterprise market, Anthropic is working with IBM to make its popular Claude AI models available inside the IT stalwart’s software. Photo: Gabby Jones/Bloomberg News

Good morning. In a sign of AI's deepening integration into software, Anthropic is working with International Business Machines to make its artificial-intelligence models available inside IBM’s developer environment.

IBM’s latest integrated developer environment, or IDE, is the first product in which Anthropic’s flagship Claude AI models will be directly available, the WSJ Leadership Institute’s Belle Lin reports. The tool is aimed at software engineers working for large businesses, and helps to automate development tasks like modernizing code, Belle reports. IBM said it plans to add Claude into more of its software soon.

IBM’s developer tools could help Anthropic expand its reach by tapping into IBM’s massive presence in the corporate world. For IBM, the deal is a way to make Anthropic’s cutting-edge AI models more readily accessible to its corporate customers.

Kareem Yusuf, IBM’s senior vice president of ecosystem and strategic partners, said the company initiated the partnership after seeing how well Anthropic’s models performed on its own benchmarks, and recognizing they shared a focus on corporate customers.

Getting down to business. The deal is Anthropic’s latest effort to win over businesses as it targets the lucrative enterprise market. The San Francisco-based AI startup has said it has over 300,000 business customers. On Monday, Anthropic said it landed its biggest enterprise deal yet—a partnership with Deloitte to make its models available to over 470,000 of the accounting and consulting giant’s global employees. Scroll down for more on that one. (Deloitte is a sponsor of CIO Journal.)

Nearly 80% of consumer usage of Anthropic’s Claude comes from outside the U.S., said Mike Krieger, Anthropic’s chief product officer. The startup is tripling its international head count and expanding across Europe and Asia, he added.

Anthropic, like OpenAI, is rapidly expanding its breadth, laying foundations for greater scale. It’s happening fast, with new developments by the day. More on that below

Are you a developer in a large corporation? How are you integrating AI models into your work? Use the links at the end of this newsletter and let us know.

 
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Photo: Kiichiro Sato/Associated Press

OpenAI positions ChatGPT as one platform to rule them all

It's transformed search, recently made inroads into e-commerce and now ChatGPT is trying to disintermediate the app experience. OpenAI on Monday announced its Apps SDK, which will let users interact with services like Spotify and Zillow directly from the chat interface.

The new SDK is built on Model Context Protocol, or MCP, the open-source standard introduced by Anthropic. 

Says OpenAI: "When you start a message to ChatGPT with the name of an available app, like 'Spotify, make a playlist for my party this Friday,' ChatGPT can automatically surface the app in your chat and use relevant context to help."

A new OS? The next App Store? A next-gen browser? However the move is defined, ChatGPT is changing the way people interact with digital. Looking ahead, the company says it plans to allow developers to publish their apps in ChatGPT and it will soon launch a directory where users can search for them. 

 
800 Million

ChatGPT's number of weekly active users, according to OpenAI CEO Sam Altman, up from nearly 700 million in August.

 

Anthropic announces biggest enterprise deployment to date

Deloitte struck a deal with Anthropic to deploy Claude to over 470,000 of its employees, the AI startup's largest enterprise deployment to date, CNBC reports. The firms will also jointly build AI tools tailored for heavily regulated industries—like finance, healthcare and public services—embedding compliance and control features. 

 

🎧 Rolls-Royce CEO Tufan Erginbilgiç shares his playbook for success. Rolls-Royce's chief reveals how he reinvented a storied 120-year-old brand in one of the most dramatic corporate turnarounds in recent years—and shares the transformation playbook behind it.

 

Workers leaving an Amazon office in downtown Bellevue, Wash. PHOTO:  Grant Hindsley for WSJ

Tech companies can’t get enough of this Seattle suburb

For years, most companies favored Seattle over surrounding suburban locations. But today, tech firms are increasingly opting for nearby Bellevue, the WSJ reports. Amazon.com’s workforce in Bellevue has swelled to more than 14,000 from nearly nothing a decade ago. The company projects its Bellevue workforce will climb to 25,000 in the coming years.

 

Jaguar Land Rover Automotive is starting to resume activity at some U.K. sites after an August cyberattack crippled its manufacturing network. 

 

U.K. authorities say they broke up an international gang suspected of smuggling up to 40,000 stolen mobile phones from the U.K. to China over the past year, BBC reports.

 

Everything Else You Need to Know

A trio of U.S. researchers won the Nobel Prize in Physics for their work on the discovery of macroscopic quantum mechanical tunneling and energy quantization in an electric circuit. (WSJ)

President Trump signaled a willingness to strike a deal on extending healthcare subsidies demanded by Democrats, as the government shutdown entered its second week. (WSJ)

Illinois officials sued Monday to stop President Trump from deploying National Guard forces to Chicago, as the administration’s confrontation with Democratic-led states escalated nationwide. (WSJ)

A late-night fire leveled a key part of a New York aluminum plant in hours. Its absence is going to disrupt business at Ford Motor and other automakers for months to come. (WSJ)


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About Us

The WSJ CIO Journal Team is Steven Rosenbush, Isabelle Bousquette and Belle Lin.

The editor, Tom Loftus, can be reached at thomas.loftus@wsj.com.

 
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