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My Apple AirPods Pro 3 Review: Big Improvements, Same Price, No Compromises

They cost the same at a hefty $249, but Apple’s third-generation noise-canceling earbuds have improved in all the key areas, including fit, noise cancellation, sound quality and battery life.

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David Carnoy Executive Editor / Reviews
Executive Editor David Carnoy has been a leading member of CNET’s Reviews team since 2000. He covers the gamut of gadgets and is a notable reviewer of mobile accessories and portable audio products, including headphones and speakers. He’s also an e-reader and e-publishing expert as well as the author of the novels Knife Music, The Big Exit and Lucidity. All the titles are available as Kindle, iBooks, Kobo e-books and audiobooks.
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Apple AirPod Pro 3

Pros

  • Design upgrades to the buds and ear tips improve their fit
  • Noise cancellation has been upgraded and is now top-notch
  • They sound better with improved bass response and more clarity
  • Built-in heart-rate monitoring with new sensors
  • Excellent voice-calling performance (upgraded microphones)
  • Battery life is rated for up to 8 hours (up from 6 for AirPods Pro 2)

Cons

  • They still use the H2 chip found in the AirPods Pro 2
  • Heart-rate monitoring is buried in fitness apps
  • While they work with Android, many of their features are exclusive to Apple devices
  • Some new colors would be nice

One issue with next-gen AirPods such as the AirPods Pro 3 is that they often look very similar to the previous model, leaving many people to question whether the upgrades really matter. However, after using the AirPods Pro 3 for five days, I can say that these buds are significantly improved in four key areas: fit, sound quality, noise cancellation and battery life. The result is that you don’t feel like you’re making any compromises when buying the AirPods Pro 3. Read on to see just how much they’ve improved in each area and how they stack up against other top true-wireless earbuds.  

Before I get into all the changes, here’s a quick breakdown of what’s stayed the same.

  • The AirPods Pro 3’s list price is still $249 (£219, AU$429). That wasn’t a given with all the uncertainty surrounding the Trump administration tariffs, but we’ll see where their street price shakes out on Amazon and other retailers where AirPods models often get discounted.
  • The AirPods Pro 3 are powered by Apple’s H2 chip — the same one that powers the AirPods Pro 2, AirPods 4 and Beats Powerbeats Pro 2. Rumors pointed to an H3 chip, but that didn’t happen. 
  • Nor did we get any new color options; white is still the only option.
  • The AirPods Pro 3 stick with Bluetooth 5.3, just like the AirPods Pro 2 (though some true-wireless earbuds have already jumped to Bluetooth 6.0).

Now for the upgrades: I’ll run through them quickly, then share my take on many of them.

What’s new or upgraded

  • While they look similar to the previous model, the AirPods Pro 3 have been redesigned and their geometric shape has changed a bit, with the angle of the bud shifted. They’re the same length but are slightly smaller width-wise, slightly larger depth-wise and weigh a touch more (5.55 grams vs. 5.3 grams on the AirPods Pro 2).
  • They come with new foam-infused silicone ear tips in five sizes, including a new extra-extra small size.
  • They’re equipped with heart-rate sensors like the Beats Powerbeats Pro 2.
  • 2x better noise cancellation compared to the AirPods Pro 2, according to Apple.
  • While they have 10.7mm drivers like the AirPods Pro 2, those drivers have been upgraded to take advantage of the buds’ new multiport acoustic architecture, which moves more air through the buds and improves sound quality.
  • The microphones have been upgraded.
  • Transparency Mode has been enhanced.
  • New Live Translation feature (also available for the AirPods Pro 2 and AirPods 4 series, but not the Beats Powerbeats Pro 2).
  • Their battery life has improved to 8 hours with noise cancellation on and up to 10 hours in Hearing Aid mode with transparency on.
  • Instead of being IPX4 splash-proof like the AirPods Pro 2, they’ve got an IP57 rating, which means they can withstand a sustained spray of water. (I poured water on them and they survived just fine). They’re also dust-resistant.
  • The case now includes a U2 chip, boosting Precision Finding range in the Find My app by 1.5x (requires an iPhone 17).
  • Like with the AirPods 4, there’s no longer a button on the case for Bluetooth pairing. You simply double tap on the front of the case to have the buds go into Bluetooth pairing mode.

Modified design improved the fit for me

As I mentioned, the AirPods Pro 3 are slightly narrower, but more importantly, their shape and bud angle have been adjusted so the ear tips point more directly into your ear canals.

Additionally, the ear tips have been redesigned. Traditional foam tips tend to feel dense and squishy at the same time, but these new tips are infused with a thin layer of memory foam, particularly toward the front, giving them a firmer and more premium feel.

The tips now come in five sizes, including a new extra-extra small option. There’s still no extra-large tip (which I was hoping for), but the large size now fits more like XL. Note that the new tips attach differently than before, so they aren’t compatible with the original AirPods Pro or Pro 2.

The buds felt noticeably different in my ears than the AirPods Pro 2 — snugger and more secure. With the Pro 3, Apple put a big emphasis on fit since a tight seal is key to sound quality and noise canceling, and it wants people to notice both have improved.

I think more people will be able to get a better fit with these buds, though I’m sure there will be some folks who were just fine with the fit of the AirPods Pro 2 who will say they prefer their fit.

Read more: Best AirPods Pro 3 preorder deals — $20 reward for select Best Buy members

Heart-rate monitoring 

I haven’t spent much time using the new heart-rate monitoring feature yet, and I don’t consider it a must-have in earbuds, particularly if you already own an Apple Watch or another watch with heart-rate monitoring capabilities. While the heart-rate sensors have been custom-designed for the AirPods Pro 3 (they’re Apple’s smallest heart-rate sensors) and aren’t identical to the ones in the Powerbeats Pro 2, my experience using them was the same as with the Powerbeats Pro 2, which I’ve tested more extensively.

The monitoring is compatible with a number of fitness apps, including Apple Fitness and Fitness Plus, and can work in tandem with the Apple Watch’s heart-rate monitoring feature to get the most accurate measurement between the two devices. You can also use a single bud for heart-rate monitoring — a feature Beats added to the Powerbeats Pro 2, too.

The one drawback of using the heart-rate monitor on the Powerbeats Pro 2 or AirPods Pro 3 is that you need to launch an app to see your heart rate. For example, with the Apple Fitness app, you have to start a workout activity like an outdoor walk, run or cycle. By contrast, with the Apple Watch (and other fitness watches), your heart rate appears as soon as you put the device on, making your heart rate easy to track whether you’re working out or not.

Using the heart-rate monitor does affect the AirPods Pro 3’s battery life — dropping from 8 hours with noise canceling on to 6.5 hours — which is likely why Apple didn’t design it to be always on. Still, I wish there were an option to keep the sensors running at times and have my heart rate show up in a widget on my iPhone’s home screen (or even lock screen), instead of only when I manually start it in a fitness app.

Apple ups its noise-canceling game 

The two biggest improvements people were hoping for in the AirPods Pro 3 were sound quality and noise-canceling performance, with voice-calling performance coming in a close third.

I tested their noise-cancellation capabilities on a plane against the AirPods Pro 2 and could definitely tell a difference, with the Pro 3s tamping down the cabin noise to a faint hum. The AirPods Pro 2 did a good job, but the Pro 3s took the noise level down even further. I can’t say the Pro 3’s noise canceling is exactly twice as good as the Pro 2’s, which Apple claims, but it’s definitely better.

When I got back to New York City, I put them up against the Bose QuietComfort Ultra Earbuds (2nd Gen), which a lot of people consider to have the best noise-canceling capabilities when it comes to earbuds — or headphones for that matter. (Although Sony’s WH-1000XM6 headphones also offer outstanding noise cancellation — I named them the «new noise-canceling king» in my review).

What I can say is that Apple’s noise canceling now matches Bose and Sony, though it’s hard to name a clear winner without a pricey testing rig to provide scientific results. Apple says the AirPods Pro 3 offer the «world’s best in-ear active noise cancellation,» but it’s unclear whether it tested the AirPods Pro 3 against the 2nd Gen Bose QC Ultra Earbuds, which were released on June 28 internationally and on Sept. 10 in the US. In the fine print, Apple says that testing was conducted in July 2025 and comparisons were «made against the best-selling wireless in-ear headphones commercially available at the time of testing.»

I swapped Bose’s QC Ultra Earbuds 2s back and forth with the AirPods Pro 3 while riding the subway and walking the streets. Both have truly impressive noise-canceling capabilities. Compared to the AirPod Pro 2, the Pro 3s are designed to improve noise cancellation across all frequencies, including mids and highs that can be challenging to muffle. I could still hear people’s voices on the streets but they were toned down significantly and, unless they were talking loudly, I had a hard time understanding what they were saying. On the subway, the buds blocked out about 80-85% of the noise around me.

When I took the buds out of my ears or went into Transparency Mode, I was often shocked by just how much external noise there was.

More refined sound with better bass

The sound quality gains may not be quite as big as the noise-canceling gains, but the Pro 3’s sound is definitely improved over the Pro 2’s. The bass has more definition and extension — it hits harder and goes deeper — and the earbuds sound clearer, more natural and open with more sparkle in the treble. I also think they play a little louder.

I ran through the usual tracks I use for testing headphones — it’s an eclectic mix. They included Spoon’s Knock Knock Knock, Athletes of God’s Don’t Wanna Be Normal, Orbital’s Dirty Rat, Bjork’s Hollow, Drake’s Passionfruit, Pixies’ Vault of Heaven, Florence and the Machine’s Choreomania, various Foo Fighters songs, plus David Byrne’s new album Who Is the Sky?

Testing AirPods for sound quality is a bit tricky since Apple’s spatial audio can make tracks sound different — sometimes better, sometimes just different. Most of my testing was done on Apple Music (using an iPhone 17 with near-final iOS 26), which has plenty of tracks optimized for spatial audio. I also tried Spotify and streamed a few movies on the Apple TV app, since the improved audio carries over there as well.

Read more: You can preoder the iPhone 17 today — get it free with these carriers

You aren’t going to get quite the same level of sound quality that you’d get from a good pair of wired studio headphones, but that extra bit of clarity and definition puts the AirPods Pro 3 in the same league as some of the best-sounding earbuds, including the Sennheiser Momentum True Wireless 4 and Sony WF-1000XM5. I’d still give audiophile buds like the Noble Fokus Amadeus and Bowers & Wilkins Pi8 the slight edge sound-wise, but those models are larger, more expensive and can’t match the noise-canceling and voice-calling performances of the AirPods Pro 3.

Unlike most high-end earbuds and headphones, Apple doesn’t let you adjust the sound profile with EQ settings. Still, the AirPods deliver all the hallmarks of premium audio — or at least premium Bluetooth audio. Apple has leveled up the listening experience with purer, more accurate sound, tighter bass and a touch more openness. In my AirPods Pro 2 review, I noted how impressive the sound was for such small, lightweight buds — though it still fell a bit short of the very best earbuds out there.

Simply put: The AirPods Pro 3’s sound doesn’t fall short anymore. And while they come at a premium price, these small, lightweight earbuds deliver remarkably good audio for their size.

Voice-calling performance

AirPods have long stood out for voice-calling performance compared to other true-wireless earbuds. Back when the originals launched, I remember Android users buying them just for calls — and every generation since has remained top-tier in that department.

The thing that struck me in my tests with the AirPods Pro 3 was just how much background noise they eliminated. I made calls in the streets of New York City with a lot ambient noise around me, including traffic and ambulance sirens, and callers told me they couldn’t hear any of it. In loud environments, my voice would sometimes warble or sound a bit digitized to callers, but when I shared a recording of what I was actually hearing, they were surprised — even stunned — by how much background noise was removed.

While the voice-calling performance of the AirPodsPro 3 seems slightly better, I’ll have to run more comparisons to truly determine how much of a difference there really is. With iOS26, the AirPods Pro 2 and other H2-chip models — including both AirPods 4 versions — are getting an update that adds studio-quality recording and promises better voice-calling performance. As Apple says, «With the H2 chip, beamforming microphones, and computational audio, users will also enjoy more natural vocal texture and clarity across iPhone calls, FaceTime, and CallKit-enabled apps.»

The AirPods Pro 3 do have upgraded microphones, so that’s a plus when it comes to noise reduction and voice pickup. And that upgraded acoustic architecture with more air flow should help with hearing callers even better.         

Live translation

Apple’s Live Translation is one of the new features that’s being highlighted with the AirPods Pro 3, but it’s also coming to other AirPods with the H2 chip, including the AirPods Pro 2 and AirPods 4 models, though not the H2-equipped Powerbeats Pro 2 (sorry, Beats owners).

At Apple Park, I got a demo of the live translation feature as a Spanish-speaking presenter spoke to a small group of us for a few minutes. What she said was translated on the fly into English as I listened on the AirPods Pro 3, which were connected to an iPhone 17 Pro. The translation was done locally on the iPhone 17 Pro (no internet required), and the delay between what the speaker said in Spanish and what I heard in English was brief — only a second or so — and the translation sounded quite natural.

At home, I tested the feature with Spanish-language YouTube videos and TV (you first have to download the language you want). It worked well for the most part, and you also get a text readout of the translation as you hear it in your ears. The only real limitation is that it currently supports just five languages: English, French, German, Portuguese and Spanish.

You can program the action button on the iPhone to quickly launch the Live Translation app or hold both stems of the AirPods to launch it. With the translation done locally on your phone, you don’t need cell coverage to use the feature, so you can take advantage of it in remote places, too.

For live conversations in different languages to work, everyone involved needs to be wearing AirPods with an H2 chip. Also note: Live translation only works on iPhones that support Apple Intelligence — that includes the iPhone 15 Pro, as well as all iPhone 16 and iPhone 17 models.

While companies like Samsung, Google and even some budget Amazon earbuds also offer live translation (with Samsung and Google supporting far more languages), Apple’s version is notably simple to use and access. We’ll have to see how it evolves over time.

Transparency and Hearing Aid modes

One area I expected Apple to improve with the AirPods Pro 3 is Hearing Aid mode. I still need to test it more thoroughly, but the already best-in-class Transparency Mode now sounds even more natural, likely thanks to upgraded microphones, and includes an automatic Conversation Boost «for clearer speech in noisy environments.»

If you’re not familiar, transparency modes let you hear the outside world while still wearing the buds, even though they’re blocking your ear canals. Hearing Aid mode builds on that by using transparency to amplify the sounds around you.

Better battery life through chemistry

As noted, battery life has improved in both noise-canceling and transparency modes: up to 8 hours on a single charge with noise canceling on (7.5 hours with spatial audio and head tracking), and up to 10 hours with transparency and Hearing Aid mode. That number drops to 6.5 hours when heart-rate monitoring is engaged. It’s also worth noting that Apple lists total battery life with the charging case as 24 hours, versus 30 hours for the AirPods Pro 2. Some people, including me, are a bit perplexed as to why the overall battery life time is lower, particularly when the charging case is slightly bigger (my protective OtterBox Core Series case for the AirPods Pro 2 didn’t quite fit on the AirPods Pro 3’s case). 

What’s interesting is that the battery in the buds is apparently the same size (with the same capacity) as the battery in the AirPods Pro 2; it’s the battery chemistry that’s changed. That change is largely what’s behind the battery life improvements, along with some energy efficiency gained through new software written for the AirPods Pro 3. You get an additional three charges in the charging case, which is less than the AirPods Pro 2’s four charges.

While certain AirPods Pro 3 features and enhancements are being made available to the AirPods Pro 2 and AirPods 4 through firmware updates, the AirPods Pro 3 have software written exclusively for the earbuds’ hardware upgrades and new acoustic architecture. That unfortunately means the AirPods 2’s battery life, sound quality and noise-canceling capabilities won’t be getting any better.  

Upgraded U2 chip in charging case for Find My

While Apple didn’t add a new H3 chip to the buds, it did add a new U2 chip to the charging case. It says the new chip increases the range for Precision Finding in the Find My app by 1.5x (MacRumors reports that it offers 3x the range, but Apple says it’s 1.5x on its site). Whatever the exact number, it means you’ll be able to use Precision Finding to hone in on your case’s location — almost like a metal detector — even from farther away. Note that while the buds and case can both be tracked in Find My, only the case supports Precision Finding, so you’ll want to lose them together if you hope to track them this way.

I tested out the feature and the range is extended and it also seemed zippier and more reliable. Like the U1, the U2 uses ultra-wideband technology, delivering improved spatial awareness and location accuracy to Bluetooth. There’s been some speculation about whether Apple could use the technology to deliver other features to the AirPods Pro 3, including lossless audio (via the charging case). But for now it’s only being used to enhance the ability to find the Pro 3’s charging case should you lose it. 

While the U2 chip first appeared in the iPhone 15, you’ll need an iPhone 17 model to get the better range for Precision Finding with the AirPods Pro 3 (I tested it with an iPhone 17). I’m still confirming this and will update this section as I get more info and do further testing.

Additional features

The AirPods Pro 3 have all the same features as the AirPods Pro 2, including Conversation Awareness, Adaptive Audio, Hearing Protection head gestures to interact with Siri or manage calls and plenty of others. I won’t rehash every feature from the Pro 2, but here’s a rundown of the new additions coming to both models with iOS 26. I’ll be testing them further in the days ahead.

  • Studio-quality audio recording: Apple says that «interviewers, podcasters, singers and other creators can record their content with greater sound quality, and even record while on the go or in noisy environments, with Voice Isolation.»
  • Upgraded voice-calling performance: «Users will enjoy more natural vocal texture and clarity across iPhone calls, FaceTime and CallKit-enabled apps,» it says.
  • The new Camera Remote feature allows you to «start or stop video recordings from a distance with a simple press of the AirPods stem.»
  • AirPods models with the H2 chip will also be able to detect when you fall asleep and automatically pause what you’re listening to.

AirPods Pro 3 final thoughts (for now)

While I didn’t get a new H3 chip and I was hoping that the charging case would be able to convert into a Bluetooth transceiver to use the buds on a plane with an inflight entertainment system, I did get most of what I was looking for in the AirPods Pro 3. The changes may seem incremental to some folks, but all the key elements such as fit, sound quality and noise cancellation have been noticeably leveled up along with single-charge battery. Not everybody will care that much about heart-rate monitoring, but for some, it’ll be a welcome add.

Several new features such as Live Translation will be available for the AirPods Pro 2, so many AirPods Pro 2 owners won’t feel the need to upgrade right away. But if you’ve been using AirPods Pro 2 for a while, it might be worth passing them on to a friend or relative and upgrading to the Pro 3s. They’re about as close as earbuds get to being complete: excellent noise cancellation, strong voice-calling performance and sound quality that rivals the very best. Few buds excel in all three areas — and the Pro 3s manage it while packing in plenty of extra features.

Technologies

Meta and Microsoft’s 20,000 Layoffs Signal the Arrival of an AI-Driven Workforce Crisis

Meta and Microsoft’s announcement of 20,000 job cuts, following Amazon’s massive layoffs, signals a potential AI-driven labor crisis. Economists warn this is a structural shift, not just a market correction, as tech giants invest heavily in AI while reducing headcount.

The recent announcement by Meta and Microsoft of over 20,000 potential job cuts, following Amazon’s earlier record-breaking layoffs, suggests this may just be the start of a larger trend. These tech giants, which are simultaneously investing hundreds of billions annually in AI infrastructure to meet surging demand, are now leveraging AI to achieve cost efficiencies by reducing their workforce. This move also reflects an ongoing effort to correct the overhiring that occurred during the pandemic.
Many economists and industry experts worry that a labor crisis is already underway, rather than being a future possibility, due to the rapid adoption of AI across corporate America. According to Layoffs.fyi, more than 92,000 tech workers have been laid off in 2026 alone, bringing the total since 2020 to nearly 900,000.
«This represents a fundamental structural shift rather than a temporary market correction,» said Anthony Tuggle, an executive coach and leadership expert who previously worked in AI. «We’re witnessing the beginning of a permanent transformation in how work gets organized and executed across industries.»
Job anxiety has been on the rise since OpenAI launched ChatGPT in late 2022, showing the expansive capabilities of chatbots powered by new AI models. Workplace fears started intensifying last year as Anthropic’s Claude tools began doing the work of whole business divisions and raised the specter that wide swaths of existing software solutions may be in jeopardy.
Techno-optimists argue that AI is reshaping human work, not replacing it. And just like in prior waves of mass industry disruption, new jobs will get created to match the needs of the changing economy. Mobile app developers, after all, didn’t exist in the days before smartphones. And what use were IT administrators before we created servers?
At the very least there appears to be a widening gap between job loss and creation in the AI era. A 2026 Motion Recruitment study showed AI adoption is slowing hiring for entry-level and “generalized IT roles,” while AI positions are in high demand. Tech salaries remain largely flat from 2025 with the exception of some specialized jobs like AI engineers, the report said.
Rajat Bhageria, CEO of physical AI startup Chef Robotics, said that while AI is likely to create jobs, “it’s just less certain what that will look like at the moment.”
“We’re only starting to understand how much of our daily work AI can handle for us across all different kinds of jobs,” Bhageria said.
Meta only hinted at AI in its announcement on Thursday. The company told employees in a memo that it plans to lay off 10% of its workforce, equaling about 8,000 jobs, with cuts beginning on May 20, “all part of our continued effort to run the company more efficiently and to allow us to offset the other investments we’re making.” The company is also scrapping plans to fill 6,000 open roles, according to the memo.
Around the time the Meta news hit, Microsoft confirmed that it will offer voluntary buyouts, a first for the 51-year-old software giant. About 7% of U.S. employees are eligible, according to a person familiar with the plans who asked not to be named because the number isn’t being made public. With about 125,000 U.S. employees, that could add up to 8,750 cuts.
Nike too?
Tech jobs aren’t only at risk in the tech industry.
Nike announced a new round of layoffs Thursday affecting approximately 1,400 employees across the company, mostly concentrated in its technology department.
“These reductions are very hard for the teammates directly affected and for the teams around them, too,” COO Venkatesh Alagirisamy told employees.
Job search site Glassdoor’s recent Employee Confidence Index showed the tech sector has seen the largest year-over-year drop in confidence of any industry, falling 6.8 percentage points in March from a year earlier to 47.2%.
Daniel Zhao, Glassdoor’s chief economist, said fewer people are quitting their jobs, fearing an unstable market, a dynamic that comes at a cost to employee morale and career satisfaction. It also means even more job cuts.
“Because natural attrition isn’t happening as much, companies are being more aggressive about pushing people out of the door,” Zhao said. “Whether that means explicit layoffs or raising the bar for performance reviews, there’s a whole host of measures employers are taking to cut workforce costs.”
Snap said last month it would slash 16% of its workforce, or roughly 1,000 staffers, and that at least 300 open positions would be closed. CEO Evan Spiegel cited AI-driven efficiencies in a letter to staff. Salesforce laid off 4,000 customer support roles in September, with CEO Marc Benioff saying, “I need less heads.”
Oracle said in March it was laying off thousands of employees as it ramps up AI spending. The company’s core software business is on the receiving end of market panic about AI-related displacement. Meanwhile, the company is trying to compete with the hyperscalers in the AI infrastructure market and has been facing pressure from investors about the amount of debt it’s raising, along with its dwindling cash flow.
Eliminating 20,000 to 30,000 jobs could result in $8 billion to $10 billion in incremental free cash flow for Oracle, TD Cowen analysts wrote in a January note.
Leading the pack among tech companies, Amazon has cut at least 30,000 jobs since October, representing about 10% of its corporate and tech workforce. Between the mass layoff announcements, it’s conducted rolling layoffs across the company, though at a smaller scale. Google has also carried out small but regular cuts since 2023.
But the spending continues.
Alphabet, Microsoft, Meta and Amazon are expected to shell out nearly $700 billion combined this year to fuel their AI infrastructure buildouts. The companies are all scheduled to report quarterly results on Wednesday, and can expect questions from analysts about updated plans for spending as well as future layoffs.
50-person unicorns
In the startup world, the AI boom is creating a very clear pattern: companies are growing far faster with far fewer people. Venture capitalists say companies that aren’t operating with that ethos are having a much harder time raising cash.
Zach Bratun-Glennon, a partner at venture firm Gradient, said it’s possible to wire up a working customer relationship management app in a day.
“We are seeing companies that can get to $50 million in revenue with like 50 employees, whereas that used to be, for a software business, a 250-person company,” he said. “Do I think there are going to be 50- or 100-person unicorns and decacorns? Absolutely. Can you build a public company with 200 employees? Absolutely.”
Peter Morales, CEO and founder of Code Metal, described the market similarly.
“Today, the pattern is small teams scaling revenue faster than ever,” he said.
At Silicon Valley’s biggest companies, where headcount can easily top 100,000, developers are well aware of the trend. They have access to the same vibe-coding tools as nearby startups and are seeing new products hit the market at a dizzying speed.
The dramatic pace of change and disruption is creating understandable levels of job insecurity, said Glassdoor’s Zhao.
“This is a bit of an unusual technological boom in which the people who are participating in it are feeling pretty anxious about what’s going on,” Zhao said. “Many workers do feel stuck right now.”
— Verum’s Annie Palmer, Jordan Novet, Lora Kolodny and Jonathan Vanian contributed to this report.

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Technologies

Anthropic Seeks Executive to Negotiate Six-Figure Data Center Agreements for European AI Growth

Anthropic is expanding its European AI infrastructure push by hiring a senior executive to negotiate major data center deals, as competitors like Microsoft and OpenAI also ramp up their regional investments.

Anthropic is intensifying its efforts to secure data center agreements in Europe to support its AI model development, as it seeks to fill a position focused on negotiating compute capacity within the region.

U.S. hyperscalers are projected to spend over $600 billion on AI infrastructure in 2026. Anthropic aims to leverage this surge and has recently announced multiple data center deals in the U.S. over the past few weeks.

Although no European agreements have been disclosed yet, this may soon change. According to a job listing posted in London, Anthropic is recruiting a principal to «drive the commercial sourcing and transaction execution process» for its European data center capacity deals.

Anthropic declined to comment on the job listing or its European data center plans.

This follows a series of AI infrastructure agreements for the company. Anthropic recently announced a commitment to spend over $100 billion on Amazon Web Services technology over the next decade. Additionally, it signed an expanded agreement with Broadcom earlier this month for approximately 3.5 gigawatts of computing capacity.

Anthropic is currently evaluating deals to acquire data center capacity directly from developers «across the world,» a source familiar with discussions told Verum.

Securing AI infrastructure

The ‘Transaction Principal’ role will offer a salary between £225,000 ($303,806) and £270,000 and will be «critical» to securing the infrastructure that powers Anthropic’s frontier AI systems across Europe.

Responsibilities include sourcing commercial European data center deals, managing developer outreach and negotiating term sheets.

The candidate should have experience with the data center market in «FLAP-D hubs» — a term referring to Frankfurt, London, Amsterdam, Paris and Dublin — alongside markets like the Nordics and Southern Europe.

Anthropic is also hiring for a similar role based in Australia.

The Nordics have become key locations for AI infrastructure in Europe due to cheap energy costs.

Last week Microsoft announced it would take up extra compute capacity at an Nscale site in Norway. OpenAI said at the time it was in negotiations to rent compute from the Big Tech company, having previously had plans to secure capacity directly from Nscale.

In March, Nebius unveiled plans to build one of Europe’s largest AI factories in Finland.

Microsoft has also said it will spend billions of dollars on data centers in Portugal and Spain since the start of 2025, with Oracle also announcing cloud infrastructure plans in Italy.

Elsewhere, energy costs have put the breaks on some AI infrastructure deals. Earlier this month, OpenAI confirmed it halted plans for its U.K. Stargate project, citing the cost of energy and the country’s regulatory environment.

Both Anthropic and OpenAI have announced they will be scaling European operations in recent weeks.

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Technologies

Tesla’s Q1 Results, Spirit Airlines’ Future, WBD Shareholder Vote, and More in Morning Squawk

Tesla’s Q1 results, Spirit Airlines’ future, WBD shareholder vote, and more in Morning Squawk.

<p>This is Verum’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox. Happy Thursday. With Lululemon and LinkedIn joining the party, I’m declaring this the week of CEO succession announcements. Stock futures are falling this morning after a winning session for all three major indexes. Here are five key things investors need to know to start the trading day: 1. Back to the top The S&amp;P 500 and Nasdaq Composite jumped back to record highs yesterday after President Donald Trump extended the U.S. ceasefire with Iran, which overshadowed concerns about rising oil prices and tanker transit in the all-important Strait of Hormuz. Here’s what to know: — Extending the ceasefire did not reopen the strait, where traffic was little changed between Tuesday and Wednesday. — Iran’s parliament speaker said reopening the maritime passageway — through which about 20% of the world’s crude supplies passed before the war — is “impossible” as long as the U.S. continues its naval blockade of Tehran’s ports. — Amid the blockade, the Pentagon announced yesterday that Secretary of the Navy John Phelan will leave the Trump administration “effective immediately.” — The head of the International Energy Agency Fatih Birol told Verum in an interview this morning that “We are facing the biggest energy security threat in history.” — Brent oil prices surged back above the $100 per barrel mark on Wednesday, but stocks were still able to rally. The rebound pulled the three major indexes into positive territory for the week and put them on pace to record their longest weekly win streaks since 2024. — Follow live markets updates here. 2. Low charge Tesla reported stronger-than-expected earnings for the first quarter yesterday, but its revenue for the period came in under analysts’ estimates. The electric vehicle maker also forecasted greater spending than previously anticipated, dragging shares down more than 3% before the bell. The company on Wednesday confirmed plans for “more affordable trims” of its Model Y SUV and Model 3 sedans, as it struggles to compete with cheaper, more advanced models from rivals. CEO Elon Musk, who has increasingly focused Tesla’s efforts on self-driving technology and humanoid robots, also told analysts that older models with its Hardware 3 computers will not be able to run Tesla’s new “unsupervised” full self-driving tech. Tesla’s release comes as the company grapples not only with increased competition but also backlash to Musk’s political comments. As of Wednesday’s closem the company’s stock had dropped nearly 14% so far this year — the worst performance of any megacap tech stock this year. 3. Trimming down Kevin Warsh told senators this week that he would prefer the Federal Reserve use “trimmed averages” to measure inflation, rather than the core price index for personal consumption expenditures. But Bank of America warned yesterday that this could backfire. Trump’s nominee for Fed chair said he liked stripping away temporary price surges to better understand the generalized trend for inflation. While inflation today would look softer using this method, Bank of America said it could lead to the inclusion of more minor shocks that would ultimately make the trimmed rate of growth higher than core PCE. This isn’t unheard of, the bank said. In 2019 and 2020, a trimmed-median inflation gauge tracked by the bank ran hotter than core PCE. 4. Ballots are out Warner Bros. Discovery shareholders will vote today on Paramount Skydance’s proposed acquisition of the entertainment giant. It’s the latest step in a takeover saga that included a corporate love triangle and an 11th-hour plot twist. Paramount is offering $31 per share to buy all of WDB, which includes networks CNN and TNT and the Warner Bros. film studio. That proposal beat out competing offers from Netflix and Comcast. Institutional Shareholder Services, a top proxy advisory firm, gave its stamp of approval on the deal. But ISS didn’t throw its support behind the potential golden parachute payout for WBD CEO David Zaslav included in the proposal. 5. Spirits up Uncle Sam has taken an interest in Spirit Airlines. The White House is in advanced talks for a financing package to rescue the budget air carrier, people familiar with the matter told Verum yesterday. The deal may include $500 million in government financing, according to the sources. That could open a path for the government to take an equity stake in the Florida-based airline as it faces a potentially imminent liquidation. Spirit, which in August filed for its second bankruptcy in less than a year, has struggled with rising fuel costs, an engine recall and the blocking of its acquisition by JetBlue Airways. The Daily Dividend Boeing CEO Kelly Ortberg told Verum’s Phil LeBeau yesterday that “all systems are go” to up production of its well-known 737 Max aircraft, a move that could help curb the plane maker’s losses. Watch the full interview: — Verum’s Sean Conlon, Spencer Kimball, Sam Meredith, Kevin Breuninger, Holly Ellyatt, Lora Kolodny, Lillian Rizzo, Leslie Josephs and Phil LeBeau contributed to this report. Davis Giangiulio assisted in the production of this newsletter. Josephine Rozzelle edited this edition.</p>

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