UPS compute deal with Google and Broadcom
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The OpenAI program closely mirrors an existing Anthropic safety-focused fellowship.
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AI labs enter compute wars
Anthropic's runaway success is exposing AI's core problem: compute costs. Why it matters: The closer AI labs get to IPOs, the harder it becomes to hide a structural margin problem: the more customers they win,
The AI company's partnership with Google and Broadcom for next-generation TPU capacity starting in 2027 adds to a wave of demand reshaping the economics of every industry that competes for cheap electricity,
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OpenAI's CFO says the company is passing on opportunities because it does not have enough compute
"We're making some very tough trades at the moment and things we're not pursuing because we don't have enough compute," OpenAI's CFO Sarah Friar said.
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Anthropic said Monday afternoon it had topped $30 billion in annualized revenue, implying growth surged 58% since the end of February. It also suggests the maker of the Claude chatbot may have surpassed OpenAI,
Can AI infrastructure overcome power limits? This new architecture focuses on efficient distribution and scalable performance across modern AI data centres.