Quick ReadNVDA supplies GPUs to Lambda, holds equity in Anthropic, and earns rental revenue from the $35 billion deal, ...

Anthropic has reportedly signed a deal with the Nvidia-backed cloud provider to secure new computing power in Texas. The ...

Anthropic's $80 billion AI compute deals are tightening chip supply and pushing Mac, iPad, and iPhone prices higher for everyday buyers.

Anthropic has signed a $35 billion cloud-computing agreement with Lambda, the Nvidia-backed 'neocloud,' securing capacity at ...

Anthropic could eclipse SpaceX with the largest stock offering in history, but a PitchBook analyst warned that the AI giant ...

In today’s Digest, we discuss Bailey flagging the risk of an AI slowdown for global markets, OpenAI denying Apple’s trade ...

VB's July survey reveals 39.4% of enterprises plan to evaluate non-Nvidia AI accelerators over the next year, indicating a shift in infrastructure strategy.

Anthropic is reportedly entering into a US$ 35 billion deal with Lambda, an NVIDIA-backed AI cloud infrastructure provider, ...

Nvidia's reported $14B Hugging Face acquisition signals a shift from chipmaker to AI platform investor, with revenue doubling ...

That gap between the operational narrative and the market's mood is where the real story lies.

Nvidia's $14B Hugging Face talks and MediaTek deal signal a shift to owning AI's full stack, from chips to models.

Anthropic launches Claude Fable 5.1 and Mythos 5.1 for coding and research, cutting costs up to 45% and tightening safety ...