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AI Daily Brief — 03 March 2025

Monday delivered the year’s biggest single-day capital and infrastructure cluster. Anthropic announced a $3.5-billion Series E at a $61.5-billion post-money valuation — led by Lightspeed Venture Partners, with Bessemer, Cisco Investments, D1 Capital Partners, Fidelity, General Catalyst, Jane Street, Menlo Ventures, and Salesforce Ventures participating. Capital earmarked for next-gen AI systems, compute capacity, mechanistic interpretability and alignment research, and international expansion. Total raised: roughly $18.2 billion. Revenue run-rate at the close was about $1 billion, up 30% in early 2025. The Next Platform framed the round as roughly 285 million GPU-hours equivalent. NVIDIA-backed CoreWeave filed its Form S-1 the same day, disclosing $1.9 billion in 2024 revenue (up from $229 million in 2023), $863 million net loss, 32 data centers, 250,000+ GPUs, 1.3 GW contracted power, and a customer-concentration risk: 77% of 2024 revenue from two customers, 62% from Microsoft alone. Trump and TSMC announced an additional $100-billion US investment in Arizona — three new fabs, two advanced packaging facilities, an R&D center. The White House framed it as the answer to chip-import tariff threats; TSMC disputed that tariffs drove the decision, citing demand from Apple, NVIDIA, AMD. US Reps. Gottheimer (D-NJ) and LaHood (R-IL) sent letters to 47 state governors and the DC mayor urging “immediate action” to ban DeepSeek from government-issued devices.

Top stories

  • Anthropic raises $3.5B Series E at $61.5B post-money — Lightspeed-led. Bessemer, Cisco Investments, D1, Fidelity, General Catalyst, Jane Street, Menlo, Salesforce Ventures participated. Capital allocation: next-gen AI systems, compute capacity, mechanistic interpretability + alignment research, international expansion. Total raised ~$18.2B. via Anthropic · via TechCrunch
  • Revenue run-rate ~$1B, +30% in early 2025. A Bloomberg source cited by Techmeme reported the commercial momentum that justified the 2x markup from the January ~$60B mark. via Techmeme
  • “$285M GPU-hours equivalent.” The Next Platform framed the Anthropic raise in compute terms — roughly 285 million GPU-hours of training/inference capacity. The framing underscores that AI mega-rounds in 2025 are fundamentally compute purchases for lab + cloud partnerships. via The Next Platform
  • CoreWeave files S-1 for IPO. $1.9B 2024 revenue (up from $229M in 2023), $863M net loss. 32 data centers, 250,000+ GPUs, 1.3 GW contracted power. 77% of 2024 revenue from two customers; 62% from Microsoft alone — setting one of 2025’s most-watched AI infra IPOs with massive concentration risk. via Bloomberg
  • TSMC announces additional $100B US investment in Arizona. 3 new fabs, 2 advanced packaging facilities, an R&D center. Trump: “The most powerful AI chips in the world will be made right here in America.” TSMC disputed that tariffs drove the decision, citing demand from Apple, NVIDIA, AMD. via CFR
  • Gottheimer-LaHood ask 47 states + DC to ban DeepSeek. Letters sent to state governors and the DC mayor urging “immediate action” on government-issued devices, citing data-privacy and national-security concerns. Extends the federal/state regulatory wave against Chinese-origin AI that began after R1. via Datahub Analytics

Who shipped

Anthropic shipped capital, CoreWeave shipped paperwork, TSMC shipped an infrastructure commitment. OpenAI, Google DeepMind, Meta, xAI, and Mistral made no dated product launches. The week’s blockbuster open-agent debut (Manus, Mistral OCR) sat three days away.

Open-source pulse

China’s CAICT announced its “Zhiyu” Personal Information Protection Large Model had integrated DeepSeek — a signal of state-aligned Chinese institutions standardizing on DeepSeek as the domestic-default LLM backbone. via Datahub Analytics

Money, infra & hardware

Anthropic’s investor syndicate mix — Jane Street (quant-finance), Salesforce Ventures and Cisco Investments (enterprise distribution), Fidelity (public-market crossover), General Catalyst (first-time Anthropic check), Bessemer — telegraphed both an enterprise-go-to-market push and IPO-ready cap-table grooming. via Orrick

By the numbers

  • $3.5B / $61.5B — Anthropic Series E size / post-money
  • ~$18.2B — Anthropic total raised
  • ~$1B / +30% — Anthropic revenue run-rate / early-2025 growth
  • $1.9B / $863M / 62% — CoreWeave 2024 revenue / net loss / Microsoft concentration
  • $100B — TSMC additional Arizona commitment
  • 47 + DC states asked to ban DeepSeek
  • Most-mentioned lab: Anthropic

Compiled by AI Feed’s editor from verified web sources for 3 March 2025.