AMD Bets $5 Billion on Anthropic
AMD will invest up to $5 billion in Anthropic and supply the chips to train and run Claude, deepening a chipmaker and lab alliance.
Topic
daily-post
A collection of 15 issues
Nvidia's Vera CPU Chases a Bigger Market
Nvidia just shared benchmarks and details for Vera, its first CPU with a custom core, and the pitch isn't what you'd expect.
Microsoft Bets on AMD's Helios for Azure AI
Microsoft is committing to AMD's rack-scale Helios accelerator in volume, a fresh crack in Nvidia's grip on AI data centers.
Japan Builds a National AI Factory
Nvidia and Japan's new Noetra consortium are building a 140MW, 27,500-GPU AI factory to power state-backed robotics and industrial AI.
Anthropic Bets On Selling AI Setup
Anthropic and Blackstone just launched a $1.5B company on a hunch: the money isn't in better AI models, but in making them actually work.
The AI Race Moves Past the Frontier
Chinese open models now out-download US ones, and companies are running production AI on cheaper alternatives instead of premium APIs.
Meta's Louisiana AI Campus Balloons to 5GW
Meta is pushing its Hyperion supercluster to 5 gigawatts and past $50 billion, testing how much power one AI campus can pull from a rural parish.
SK hynix's Record $26.5B US IPO
The world's top maker of AI memory just pulled off the biggest foreign IPO in US history, and it's spending every dollar on more chips.
Ollama Raises $65M as Users Near 9M
The tool that makes open AI models easy to run on your own PC just landed $65M and now sits in 85% of the Fortune 500.
Nvidia Bets on Speed Over Core Count
Nvidia says AI agents don't need more cores, they need faster ones, and its Vera chip is built for exactly that.