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Anthropic launches low-cost Haiku 4.5 model to make AI more accessible for businesses

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AI startup Anthropic has unveiled a major update to its smallest model, Haiku, as it seeks to make artificial intelligence more affordable and practical for companies outside Silicon Valley. The new version, Haiku 4.5, costs about one-third as much as Anthropic’s Sonnet 4 and just one-fifteenth the price of its flagship Opus model, while matching or outperforming mid-tier models on tasks like coding and data synthesis.

Chief Product Officer Mike Krieger said the upgrade reflects a growing demand among traditional businesses for cost-effective AI tools that still deliver high performance. “Small models really help because they can be a more economical way of deploying at scale,” Krieger told Reuters, noting that cheaper AI makes it easier for firms to integrate intelligent assistants into systems used by thousands of employees.

Anthropic’s enterprise business now accounts for about 80% of its revenue, with over 300,000 corporate customers using its AI tools internally or within their products. The company’s annual revenue run rate has reached nearly $7 billion, underscoring its rapid ascent in the AI sector.

Founded in 2021 by former OpenAI employees, the San Francisco-based company has become one of the strongest challengers to OpenAI, backed by a recent valuation of $183 billion.

Anthropic’s smaller models, such as Haiku, aim to balance power and affordability at a time when companies are pushing back against the massive computational costs of training and running large-scale AI systems. The firm says businesses can even combine models — using advanced ones for strategic planning and smaller ones for everyday tasks like information synthesis and web searches.

Apple AI executive Ke Yang departs for Meta amid intensifying talent war

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Apple has lost another key artificial intelligence executive to Meta, as competition for top AI talent across Silicon Valley continues to escalate. Ke Yang, who was recently appointed to lead Apple’s new Answers, Knowledge and Information (AKI) division — a team central to the overhaul of Siri and Apple’s web-based AI search project — is reportedly leaving to join Meta Platforms, according to Bloomberg News.

Yang’s departure comes just weeks after her promotion, which positioned her at the forefront of Apple’s push to develop a ChatGPT-like AI-driven search tool. The project was expected to debut in March as part of Apple’s broader effort to integrate generative AI into its ecosystem.

Neither Apple, Meta, nor Yang have commented publicly on the move. Yang joined Apple in 2019, according to her LinkedIn profile.

Meta, led by Mark Zuckerberg, has been aggressively recruiting AI experts from competitors including Apple, Google, OpenAI, and Anthropic, as major tech firms pour billions into advancing generative AI and large language models. Bloomberg previously reported that other Apple executives, including Ruoming Pang and Robby Walker, have also recently left the company amid the growing AI talent war.

The move underscores the fierce competition among tech giants seeking to gain an edge in the race toward AI-powered search and digital assistants — a space increasingly defined by breakthroughs in conversational models and multimodal intelligence.

Investors weigh risks that could derail Wall Street’s AI-driven rally

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Artificial intelligence has fueled a powerful stock market rally since 2022, but investors are increasingly alert to the potential risks that could threaten the “AI trade” underpinning record market highs. Citigroup estimates nearly half of the S&P 500’s $57 trillion market capitalization now has “high” or “medium” exposure to AI, making the technology a defining force on Wall Street.

The S&P 500 is up 13% this year, while the Nasdaq Composite has gained 17%, driven largely by tech and AI-linked companies. Yet analysts warn that the sector’s strength also makes it vulnerable to shocks. Concerns have surfaced before — from China’s launch of the low-cost AI model Deepseek to fears about runaway spending on data centers — though markets have repeatedly rebounded.

“There’s a lot of growth priced in,” said Steve Lowe of Thrivent Financial. “That’s the concern — whether the expectations can really hold up.”

Massive capital spending remains a central focus. Barclays projects that annual AI-related infrastructure investment by major “hyperscalers” — including Microsoft, Amazon, Alphabet, Meta, and Oracle — will double to $500 billion by 2027. While these companies generate vast cash reserves, analysts caution that overspending could pressure margins or lead to greater leverage.

Others highlight systemic risks from the close financial ties within the AI ecosystem, such as Nvidia’s recent $100 billion commitment to OpenAI. Energy infrastructure is another growing concern, with power supply seen as a potential bottleneck for new data centers.

Some investors remain bullish over the next 12 to 18 months, but warn that any slowdown in AI spending or signs that investments aren’t yielding expected returns could shake market confidence. “If it starts to look like the payoff isn’t coming,” said Patrick Ryan of Madison Investments, “that could be what finally trips the trade.”