The shift towards custom AI chips by major cloud providers signals a strategic move to reduce reliance on Nvidia, reshaping the AI infrastructure landscape.
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Anthropic's chip diversification strategy could reshape AI infrastructure, impacting decentralized computing networks and Web3 projects.
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Anthropic secures a deal with SpaceX and plans a $30B funding round. Valuation hitting $1.25T by December 31 at 82.5% YES.
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Anthropic's exploration of Microsoft's Maia chips signals a shift towards diversified AI infrastructure, intensifying cloud competition.
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The vibes were strong at Code with Claude, Anthropic’s two-day event for software developers in London that kicked off on May 19, the same day as Google’s I/O in Palo Alto. (A coincidence, not a flex, Anthropic staffers assured me.) “Who here has shipped a pull request in the last week that was completely written…
Baird's bold Nvidia target suggests sustained AI demand could reshape tech investment strategies, impacting both traditional and crypto markets.
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Earlier this month, SpaceX and Anthropic announced a new compute partnership that provides access to the rocket company's Colossus data centers in Memphis, TN. Now, with the release of SpaceX's IPO filing, we have more details about that deal, including how much Anthropic is paying to Elon Musk's company.
In its S-1 filing, SpaceX said that Anthropic agreed to pay $1.25 billion per month through May 2029 for access to SpaceX's AI training centers at Colossus I and Colossus II. That's $15 billion annually, or nearly double the $18.7 billion in revenue that SpaceX reported in all of 2025.
The agreement includes a clause in which either com …
Read the full story at The Verge.
Anthropic's acquisition of Fractional AI intensifies the enterprise AI race, highlighting the strategic importance of talent and deployment services.
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Anthropic's stance on ethical AI use could redefine government-vendor dynamics, impacting AI policy and market perceptions of AI safety.
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