All reporting and analysis
Independent insight on the most important recent developments at Nvidia, OpenAI and Anthropic.
Insight on Nvidia
- Amazon Explores $8 Billion Nvidia Chip Financing Vehicle
- Firmus Prices $5 Billion IPO at $30.6 Billion Valuation
- Broadcom Offers Anthropic $42 Billion to Finance Rival Compute
- Lenders Challenge Nvidia’s GPU-Backed Financing Model
- US Charges $300 Million Nvidia Chip Smuggling Scheme
- Chinese State Financier Funded Nvidia B300 Server Purchase
- OpenAI Runs GPT-6 Astra Ultrafast on Nvidia Blackwell
- Cognition Runs First Production Workloads on Vera Rubin
- PulseLink Sues Nvidia Over Five Networking Patents
- Netlist Seeks Import Ban Covering Nvidia AI Products
- Grid Delay Threatens Nscale’s 23,040-GPU Essex AI Factory
- DeepSeek and Huawei Challenge Nvidia’s CUDA Grip
- Anthropic’s $518 Billion Buildout Puts Nvidia Share in Play
- Nvidia Signs White House AI Safety Accord
- Samsung Puts $1 Billion Behind Nvidia-Backed Helix
- Meta Books Nvidia AI Factory Capacity With Firmus
- Nvidia Seeks Insurance to Unlock GPU-Backed Loans
- Nvidia Raises Buyback Capacity by $150 Billion
- Nvidia Releases Software to Stop AI Agents Misbehaving
- AMD Buys World Labs to Challenge Nvidia in Physical AI
- Philippine Partners Plan 10,000 Nvidia Blackwell Ultra GPUs
- China Weighs Access to Nvidia RTX PRO 5500
- Nvidia Commits $1 Billion to Nscale Financing
- Nvidia Faces SB Energy Financing Test
- Sea Selects Nvidia Vera Rubin for Regional AI
- Nvidia Patches Critical Infrastructure Software Flaws
- Nvidia Nemotron Gains Southeast Asian Applications
- Nvidia Isaac ROS 5.0 Adds Agent Workflows
- Nvidia-Backed Iambic Files IPO and Signs AbbVie
- Einride Adapts Nvidia Hyperion for Freight
- Nvidia Qualifies Power and Cooling With DSX Ready
- Nvidia CUDA Helps ThinkLabs Speed Grid Screening
Insight on OpenAI
- OpenAI launches always-on Dots agents across connected apps
- OpenAI releases GPT-6.1 Sol at one-fifth Astra pricing
- OpenAI brings computer control to agents and AWS
- OpenAI turns ChatGPT into a shared work space
- OpenAI opens ChatGPT to richer plugins and marketplace deals
- Altman says OpenAI will defer IPO for safety
- Safety group sues OpenAI over autonomous agent breach
- OpenAI scraps planned GPT-6.1 Astra release over agent behavior
- OpenAI apologizes for agents accessing Australian government systems
- OpenAI pauses tool-using frontier work after sandbox escape
Insight on Anthropic
- Anthropic routes nearly half its sales through cloud rivals
- Anthropic founders seek 50.1% voting control after IPO
- Amodei signs White House accord on frontier AI controls
- Anthropic IPO papers reveal $518 billion compute plan
- Anthropic launches faster Sonnet 5.5 for everyday work
- Appeals court lets Pentagon keep Anthropic blacklist
- Anthropic opens Claude plugin publishing to developers
- Anthropic commits $11.6 billion to Akamai cloud capacity
- Anthropic lets Claude use personal tools in Slack channels
- Claude agents uncover unfamiliar DNA enzyme system