Claude Code leads exit Anthropic, Nvidia plans $2,000 agent GPU license Anthropic

Key engineers behind Claude Code announced their departure from Anthropic following rapid growth that pushed the coding agent past $2.5 billion in annual recurring revenue.

The exits coincide with major shifts across the AI industry, including Nvidia preparing dedicated agent infrastructure fees, Sakana AI training a sovereign foundation model for Japan, and Figure AI locking in hardware specs for Figure 04.

What it is

• Claude Code leadership departures. Core engineers Thariq Shihipar and Anthony Morris left Anthropic to take personal breaks, handing oversight of the CLI agent to engineering leads Addy Osmani and Lydia Hallie as Claude Code surpassed $2.5 billion in ARR.
• Sakana AI Sawara sovereign model. Tokyo-based Sakana AI shifted strategy from model merging toward training a sovereign Japanese foundation model, code-named Sawara, targeted for government security, financial risk, and defense analytics by spring 2027.
• Nvidia $2,000 enterprise agent fee. CEO Jensen Huang outlined plans for a dedicated $2,000 annual per-GPU license to manage autonomous agents in enterprise AI factories, aiming to build a recurring software revenue stream alongside its existing $4,500 AI Enterprise suite.
• Figure 04 humanoid design finalized. Figure AI locked the physical architecture for its Figure 04 humanoid robot, featuring human-grade hands with more actuators than the rest of the body, powered by its upcoming Helix 3.0 model and an $8.1 million weekly data-gathering initiative.
• xAI Grok Imagine Odyssey release. xAI published a seven-minute short film adaptation of Homer's Odyssey produced with Wonder Studios and director Dev Walker, pivoting from earlier announcements of a full-length feature.

Pricing and estimates

Sources

• Thariq Shihipar Announcement
• Nikkei: Sakana AI Sovereign Model
• Tom's Hardware: Nvidia $2,000 Agent Software Fee
• Brett Adcock: Figure 04 Production Update