AI-related public-company filing cards
Cited JSON cards on what changed in these companies’ latest SEC filings. Same schema as /delta/:ticker. Every card has a free sample. Cards are summaries of published documents, not investment advice.
This page lists public companies that already have, or have just been given, a FilingDelta filing-change card and whose latest reports discuss AI-related operations (cloud, chips, servers or model-lab contracts). It is not a set of financials for private AI labs. Anthropic, PBC has filed an S-1; those filings are linked below as facts, with no figures invented from the prospectus. OpenAI Group PBC appears in Amazon’s 10-Q as a counterparty; no operating-entity EDGAR filer for OpenAI was found as of 10 Nov 2026.
/bundle/AI
Eight existing cards in one call: NVDA, MSFT, GOOGL, META, AMD, AVGO, ORCL and PLTR. Listed price $0.25 USDC for the eight cards (a-la-carte $0.40; 38% off). Same $0.05 per-card price as the other filing cards.
Same x402 flow as /bundle/SEMIS. Unknown bundle ids return 404 and cost nothing.
- NVDA NVIDIA Corporation · paid
/delta/NVDA - MSFT Microsoft Corporation · paid
/delta/MSFT - GOOGL Alphabet Inc. · paid
/delta/GOOGL - META Meta Platforms, Inc. · paid
/delta/META - AMD Advanced Micro Devices, Inc. · paid
/delta/AMD - AVGO Broadcom Inc. · paid
/delta/AVGO - ORCL Oracle Corporation · paid
/delta/ORCL - PLTR Palantir Technologies Inc. · paid
/delta/PLTR
New cards, not in this first bundle
Three new filing-change cards. Free samples are live; paid paths are /delta/:ticker at the same $0.05 per-card price as the other filing cards. They are not in /bundle/AI yet.
- AMZN Amazon.com, Inc. · paid
/delta/AMZN - SMCI Super Micro Computer, Inc. · paid
/delta/SMCI - ARM Arm Holdings plc · paid
/delta/ARM
Anthropic, PBC — S-1 filings
These are facts from EDGAR. No opinion, and no figures taken from the prospectus.
- Issuer: Anthropic, PBC (CIK 0002130357). File Number 333-299633. The submission lists ticker ANT; no exchange is listed, and ANT is not a FilingDelta card.
- S-1 filed 26 Oct 2026, accession 0001628280-26-067168, accepted 26 Oct 2026 13:00:11 UTC. Index: 0001628280-26-067168-index.htm.
- S-1/A filed 2 Nov 2026, accession 0001628280-26-068676, accepted 2 Nov 2026 14:24:24 UTC. Index: 0001628280-26-068676-index.htm.
- S-1/A filed 10 Nov 2026, accession 0001628280-26-072484, accepted 10 Nov 2026 11:29:24 UTC. Index: 0001628280-26-072484-index.htm.
Amazon’s Q3 2026 10-Q reports cash investments and carrying values in Anthropic and OpenAI; those figures are in the paid AMZN card, cited to that 10-Q, not to Anthropic’s S-1; the free sample shows them as a headline only.