AI News June 25 2026 - John Jumper Joins Anthropic, SK Hynix $29.4B US IPO, Claude Tag for Slack

1. John Jumper Is Now at Anthropic — The Talent War's Biggest Move

John Jumper — 2024 Nobel Prize winner in Chemistry, VP Engineering Fellow at Google DeepMind, and co-creator of AlphaFold — announced June 20 that he is leaving after nearly nine years to join Anthropic. The announcement circulated through the AI community over the weekend and is now confirmed. Anthropic confirmed the hire but has not disclosed his title or start date. Jumper himself gave no details about his new role: "After nearly nine years, I have decided to leave Google DeepMind and join Anthropic."

AlphaFold has predicted over 200 million protein structures — one of the most significant scientific resources ever created, compressing decades of biology and drug discovery research into a publicly available database. Hiring the scientist most publicly associated with that achievement gives Anthropic an immediate credential in AI-for-science that no other commercial AI lab possesses. Anthropic is hosting a science event on June 30 — five days from now — which the community strongly suspects will feature Jumper's first public Anthropic appearance and likely the announcement of what he will work on.

The same week, Noam Shazeer — Google's Gemini co-lead and VP Engineering — announced he was leaving for OpenAI. The twin exits wiped over $225 billion from Alphabet's market cap in a single trading session. Google is now losing senior AI talent simultaneously to both of its primary rivals in the same week. Alphabet holds a 14% stake in Anthropic — it is now indirectly funding the lab that just hired its Nobel Prize winner. For the full analysis of what this hire means for the AI talent war: John Jumper deep-dive ->

2. SK Hynix $29.4B US IPO — Trading Starts July 10

Bloomberg confirmed SK Hynix is seeking to raise approximately $29.4 billion in a US stock market listing, with trading expected to start on July 10. The funds will be used for building additional memory manufacturing capacity — specifically HBM (high-bandwidth memory) production, the critical bottleneck for AI accelerator chips. SK Hynix is the world's second-largest memory chip maker and the leading supplier of HBM to Nvidia for the H100, H200, and GB200 GPU families.

The strategic significance for the AI ecosystem: SK Hynix is already an Anthropic Series H investor. Samsung (also an Anthropic investor) and Micron (which signed a supply + investment deal with Anthropic on June 22) complete the picture. All three major global memory chip suppliers are now Anthropic investors heading into Anthropic's own IPO. SK Hynix's $29.4B US listing — if it closes before Anthropic's IPO — will be the memory chip sector's statement of confidence in the AI infrastructure build-out that Anthropic sits at the center of. For context on the Micron deal: Micron-Anthropic supply deal ->

3. Claude Tag for Slack — @Claude in Any Channel

Anthropic's Claude Tag for Slack is now live for enterprise customers. Tag @Claude in any Slack channel and it receives the conversation context, executes tasks, answers questions, writes and reviews code, and responds in the thread. No separate interface, no context switching — Claude works where teams already communicate. The adoption signal from Anthropic's own usage is striking: Claude Tag already generates 65% of code written by Anthropic's own product team. That figure positions Claude Tag as the dominant coding tool inside Anthropic itself, ahead of Claude Code for collaborative team-based workflows.

The competitive framing is direct. Microsoft Copilot for Teams is the incumbent AI integration in enterprise collaboration software. Claude Tag for Slack targets the same workflow but comes pre-integrated into the collaboration platform that a significant portion of the enterprise developer market already uses daily. For enterprises already on Slack and already using Claude via API, Claude Tag removes the final friction of context switching between chat and AI. For Microsoft, it is the first time a competing AI lab has a native integration in a major collaboration platform at enterprise scale.

4. Anthropic Revenue — $30B Run-Rate, 1,000+ Million-Dollar Customers

Anthropic confirmed its run-rate revenue has now surpassed $30 billion — up from approximately $9 billion at the end of 2025. When the company announced its Series G fundraising in February, it reported that over 500 business customers were each spending over $1 million on an annualized basis. That number has now exceeded 1,000, doubling in less than two months. The revenue growth rate and enterprise customer expansion are the primary data points Anthropic's IPO narrative will be built around — and both are moving significantly faster than anticipated.

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