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10 PRINT "ANTHROPIC + MICROSOFT + NVIDIA = MORE COMPUTE, COGNITION, AND CHOICE."

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Satya Nadella

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639,082 görüntüleme • 9 ay önce •via X (Twitter)

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Jensen regrets that when Anthropic and OpenAI first needed billions to scale, Nvidia wasn't in a position to invest. So these labs went to hyperscalers like Microsoft, Google, and Amazon instead, and in return committed to using their compute. “I'm not going to make that same mistake again.”
2:12

Jensen regrets that when Anthropic and OpenAI first needed billions to scale, Nvidia wasn't in a position to invest. So these labs went to hyperscalers like Microsoft, Google, and Amazon instead, and in return committed to using their compute. “I'm not going to make that same mistake again.”

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Horizon 1: delivered. IREN has delivered Horizon 1 to Microsoft and achieved NVIDIA Exemplar Cloud status on NVIDIA GB300 NVL72. Read more:
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Horizon 1: delivered. IREN has delivered Horizon 1 to Microsoft and achieved NVIDIA Exemplar Cloud status on NVIDIA GB300 NVL72. Read more:

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Developers need more choice, more performance, and open-source tools. At Microsoft Build, AMD and Microsoft shared how we're working together to deliver all three.
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Developers need more choice, more performance, and open-source tools. At Microsoft Build, AMD and Microsoft shared how we're working together to deliver all three.

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POV: OpenAI, Anthropic, Nvidia, and Oracle right now
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POV: OpenAI, Anthropic, Nvidia, and Oracle right now

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📢 BREAKING: Nvidia, Microsoft, and Anthropic announce new strategic AI partnerships of roughly $45 Billion. They struck a 3-way deal where Anthropic commits $30B for Azure compute with capacity up to 1GW, and NVIDIA and Microsoft plan to invest up to $10B and $5B in Anthropic. Claude will scale on Azure using NVIDIA systems, which expands access for enterprises and makes Claude available across the major clouds. Anthropic and NVIDIA will co-design to tune both model stacks and future chips for performance, efficiency, and total cost of ownership, so the models run faster per dollar. The first wave targets NVIDIA Grace Blackwell and Vera Rubin systems, which pair high-bandwidth memory with dense interconnect to push training and inference throughput. Microsoft will expose Anthropic models in Azure AI Foundry, including Claude Sonnet 4.5, Claude Opus 4.1, and Claude Haiku 4.5, so teams can pick latency and cost profiles. Claude will also remain available across the Copilot family, which means coding, document automation, and workflow agents can call the same model line. The 1GW commitment signals many thousands of GPUs worth of capacity, which reduces queue times and stabilizes unit economics for long-running training runs. The joint optimization loop, models shaping chips and chips shaping models, typically yields double-digit efficiency gains over off-the-shelf deployments.
1:10

📢 BREAKING: Nvidia, Microsoft, and Anthropic announce new strategic AI partnerships of roughly $45 Billion. They struck a 3-way deal where Anthropic commits $30B for Azure compute with capacity up to 1GW, and NVIDIA and Microsoft plan to invest up to $10B and $5B in Anthropic. Claude will scale on Azure using NVIDIA systems, which expands access for enterprises and makes Claude available across the major clouds. Anthropic and NVIDIA will co-design to tune both model stacks and future chips for performance, efficiency, and total cost of ownership, so the models run faster per dollar. The first wave targets NVIDIA Grace Blackwell and Vera Rubin systems, which pair high-bandwidth memory with dense interconnect to push training and inference throughput. Microsoft will expose Anthropic models in Azure AI Foundry, including Claude Sonnet 4.5, Claude Opus 4.1, and Claude Haiku 4.5, so teams can pick latency and cost profiles. Claude will also remain available across the Copilot family, which means coding, document automation, and workflow agents can call the same model line. The 1GW commitment signals many thousands of GPUs worth of capacity, which reduces queue times and stabilizes unit economics for long-running training runs. The joint optimization loop, models shaping chips and chips shaping models, typically yields double-digit efficiency gains over off-the-shelf deployments.

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NVIDIA $NVDA CEO JENSEN HUANG SAID NVIDIA AND MICROSOFT HAVE SPENT THE LAST 3 YEARS REINVENTING THE PC.
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NVIDIA $NVDA CEO JENSEN HUANG SAID NVIDIA AND MICROSOFT HAVE SPENT THE LAST 3 YEARS REINVENTING THE PC.

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SpaceX is partnering with @Nvidia to design the Starmind AI1 satellite compute payload. Each of the Starmind satellites will include NVIDIA Rubin GPUs and Vera CPUs for datacenter class space compute →
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SpaceX is partnering with @Nvidia to design the Starmind AI1 satellite compute payload. Each of the Starmind satellites will include NVIDIA Rubin GPUs and Vera CPUs for datacenter class space compute →

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NVIDIA $NVDA is a $500 stock because of the demand from… Companies like: 1) OpenAI 2) Anthropic 3) Amazon $AMZN 4) Microsoft $MSFT 5) Google $GOOG NVIDIA is shipping 1,000 of their GB200 NVL72’s each week at $3 million per system…
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NVIDIA $NVDA is a $500 stock because of the demand from… Companies like: 1) OpenAI 2) Anthropic 3) Amazon $AMZN 4) Microsoft $MSFT 5) Google $GOOG NVIDIA is shipping 1,000 of their GB200 NVL72’s each week at $3 million per system…

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Nvidia $NVDA CEO Jensen Huang is literally TELLING you what to buy to get filthy rich… “Compute is becoming an asset class.” Companies that provide compute: Amazon $AMZN Google $GOOGL Microsoft $MSFT Meta $META CoreWeave $CRWV Nebius $NBIS Is it time to buy…
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Nvidia $NVDA CEO Jensen Huang is literally TELLING you what to buy to get filthy rich… “Compute is becoming an asset class.” Companies that provide compute: Amazon $AMZN Google $GOOGL Microsoft $MSFT Meta $META CoreWeave $CRWV Nebius $NBIS Is it time to buy…

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Microsoft aims at Nvidia, Google, and Amazon with release of new AI chip.
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Microsoft aims at Nvidia, Google, and Amazon with release of new AI chip.

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Nvidia $NVDA CEO Jensen Huang just said that Nvidia and Microsoft have spent the last 3 years to reinvent the PC
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Nvidia $NVDA CEO Jensen Huang just said that Nvidia and Microsoft have spent the last 3 years to reinvent the PC

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Microsoft CEO Satya Nadella says the AI scaling laws multiply intelligence in both compute and algorithmic dimensions: for every 10x increase in compute, capability increases 100x
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Microsoft CEO Satya Nadella says the AI scaling laws multiply intelligence in both compute and algorithmic dimensions: for every 10x increase in compute, capability increases 100x

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Runway 🤝 Vera Rubin Excited to continue working with NVIDIA on frontier models and frontier compute
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Runway 🤝 Vera Rubin Excited to continue working with NVIDIA on frontier models and frontier compute

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Supermicro AI Factory, powered by NVIDIA, is a turnkey solution for enterprise AI, combining compute, networking, and storage with NVIDIA-Certified Systems™ for guaranteed performance and scalability.
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Supermicro AI Factory, powered by NVIDIA, is a turnkey solution for enterprise AI, combining compute, networking, and storage with NVIDIA-Certified Systems™ for guaranteed performance and scalability.

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Dylan on why Anthropic leading on models doesn't mean OpenAI loses. Even the tier 2 and 3 labs will sell out of tokens: "Everyone's like Anthropic won. They had Mythos, Opus 4.7 and their revenue is adding $10 billion a month all before OpenAI's alleged Spud release. So clearly Anthropic is in the lead and OpenAI is cooked. Anthropic has such bounds on compute, they can only grow it so fast. Dario used to gloat about how OpenAI was being too aggressive on compute and Anthropic was more sensible in their scaling. Now Anthropic is like I wish we had a lot more compute. OpenAI just raised a ton of money to get incremental compute in addition to the irresponsible levels of compute that they were buying. By the end of the year, let's say a 4.6 Opus tier model, the economy would spend $100 billion on. Anthropic won't have enough compute to do that. And presumably OpenAI and Google will hit that tier soon. Anthropic may get to charge 70%+ gross margins but if OpenAI hits it next, they charge 50% gross margins. They still get all of this incremental demand. There is such demand for these tokens and such limitations on compute. It's pretty clear even the tier 2 or tier 3 lab are going to be sold out of tokens. The economic value that the best model can deliver is growing faster than our ability to actually serve those tokens to people via the infrastructure."
2:33

Dylan on why Anthropic leading on models doesn't mean OpenAI loses. Even the tier 2 and 3 labs will sell out of tokens: "Everyone's like Anthropic won. They had Mythos, Opus 4.7 and their revenue is adding $10 billion a month all before OpenAI's alleged Spud release. So clearly Anthropic is in the lead and OpenAI is cooked. Anthropic has such bounds on compute, they can only grow it so fast. Dario used to gloat about how OpenAI was being too aggressive on compute and Anthropic was more sensible in their scaling. Now Anthropic is like I wish we had a lot more compute. OpenAI just raised a ton of money to get incremental compute in addition to the irresponsible levels of compute that they were buying. By the end of the year, let's say a 4.6 Opus tier model, the economy would spend $100 billion on. Anthropic won't have enough compute to do that. And presumably OpenAI and Google will hit that tier soon. Anthropic may get to charge 70%+ gross margins but if OpenAI hits it next, they charge 50% gross margins. They still get all of this incremental demand. There is such demand for these tokens and such limitations on compute. It's pretty clear even the tier 2 or tier 3 lab are going to be sold out of tokens. The economic value that the best model can deliver is growing faster than our ability to actually serve those tokens to people via the infrastructure."

Patrick OShaughnessy

295,226 görüntüleme • 3 ay önce

Compute Wars: OpenAI vs Anthopic. Why was Opus 4.5 such a breakthrough? Anthropic got lots more compute from AWS Madison and New Carlisle sites likely more than doubling their capacity. This got Anthropic got close to OpenAI's total capacity, and probably much higher effective capacity available for new model runs. Remember that it takes 6+ months between getting capacity and releasing the model, so the extra OpenAI capacity might be aligning well with the 'spud' model rather than GPT-5.4. Unless something dramatic happens, OpenAI will pull away in terms of compute available in H2 2026, but 2027 will be close. Future years are less certain but so far OpenAI has much higher planned capacity, though can't imagine Anthropic isn't pushing as hard as they can to get lots more compute. Always watch the compute, other things matter, but any new capability breakthrough probably came from throwing more compute at it.
0:22

Compute Wars: OpenAI vs Anthopic. Why was Opus 4.5 such a breakthrough? Anthropic got lots more compute from AWS Madison and New Carlisle sites likely more than doubling their capacity. This got Anthropic got close to OpenAI's total capacity, and probably much higher effective capacity available for new model runs. Remember that it takes 6+ months between getting capacity and releasing the model, so the extra OpenAI capacity might be aligning well with the 'spud' model rather than GPT-5.4. Unless something dramatic happens, OpenAI will pull away in terms of compute available in H2 2026, but 2027 will be close. Future years are less certain but so far OpenAI has much higher planned capacity, though can't imagine Anthropic isn't pushing as hard as they can to get lots more compute. Always watch the compute, other things matter, but any new capability breakthrough probably came from throwing more compute at it.

Peter Gostev

158,276 görüntüleme • 4 ay önce

How is it possible that Anthropic integrates and processes Microsoft Office products better than Microsoft itself?! People prefer using Claude for MS Office as Copilot. It's completely insane.
1:36

How is it possible that Anthropic integrates and processes Microsoft Office products better than Microsoft itself?! People prefer using Claude for MS Office as Copilot. It's completely insane.

Chubby♨️

141,018 görüntüleme • 5 ay önce

Accelerate enterprise AI with Supermicro AI Factory powered by NVIDIA: fully integrated compute, networking, and storage for seamless scaling.
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Accelerate enterprise AI with Supermicro AI Factory powered by NVIDIA: fully integrated compute, networking, and storage for seamless scaling.

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NVIDIA MICROSOFT APPLE GOOGLE WILL FORCE TRUMP TO STOP THE WAR… AND HE WILL STOP ! BUT WHY? 👇
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NVIDIA MICROSOFT APPLE GOOGLE WILL FORCE TRUMP TO STOP THE WAR… AND HE WILL STOP ! BUT WHY? 👇

Kashif Raza

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