Company
Nvidia designs the GPUs that train and run frontier AI models.
Claude Fable 5.1, Meta and Google updates, then GPT-6 Astra — all within seven days.
Confirmed 3 September. Nvidia's second-largest acquisition, and the open-model registry changes hands.
Two gigawatts of Instinct MI450 from H1 2027, with equity tied to deployment milestones.
The brief: Anthropic is reportedly exploring a custom AI chip with Samsung, which could become its fourth silicon supplier.
From prototypes to paid pilots. The brief on physical AI.
The loophole just closed — and it may have been open for hundreds of thousands of chip servers.
The AI boom, in one income statement. The brief.