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$AMZN AWS CEO said Anthropic’s latest models are being trained on Trainium (including Mythos) which Anthropic describes as its most capable model yet. That is notable because Anthropic is limiting Mythos due to cybersecurity risk & high compute costs which says a lot about the kind of model Amazon’s... show more

Shay Boloor

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57,660 просмотров • 4 месяцев назад •via X (Twitter)

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Anthropic CEO: “At Anthropic, we essentially have Claude designing the next version of Claude itself.” Meanwhile, Anthropic says every new model is given code that trains a small AI model and asked to make it faster. Claude Opus 4 achieved a 3x speedup. Mythos Preview reached 52x. Recursive self-improvement is starting to look real The models are helping build what comes next.

Anthropic CEO: “At Anthropic, we essentially have Claude designing the next version of Claude itself.” Meanwhile, Anthropic says every new model is given code that trains a small AI model and asked to make it faster. Claude Opus 4 achieved a 3x speedup. Mythos Preview reached 52x. Recursive self-improvement is starting to look real The models are helping build what comes next.

CG

343,231 просмотров • 2 месяцев назад

🚨 ANTHROPIC JUST REVEALED CLAUDE MYTHOS ABILITIES Anthropic just formally announced "Claude Mythos Preview" and launched "Project Glasswing" to deploy it for cybersecurity defense. The models are unlocking completely new, autonomous behaviors. This isn't about slightly better benchmark scores. This is about what the model can do. Here are the direct quotes from Anthropic’s research team (including Dario) on exactly what Mythos is capable of: • Chaining Exploits: "It has the ability to chain together vulnerabilities... this model is able to create exploits out of three, four, sometimes five vulnerabilities that in sequence give you some kind of very sophisticated end outcome." • The Professional Standard: "The model that we're experimenting with is, by and large, as good as a professional human at identifying bugs." • Unprecedented Autonomy: "It's just generally better at pursuing really long-range tasks that are kind of like the tasks that a human security researcher would do throughout the course of an entire day." The Reality Check: Dario Amodei flat out said: "There's a kind of accelerating exponential... Claude Mythos Preview is a particularly big jump along that point." Because this model has become so capable at identifying zero-days, they are restricting its release to top tech partners to try to patch the world's software before these capabilities leak out. The autonomous researcher era has officially arrived. It’s over 💀

🚨 ANTHROPIC JUST REVEALED CLAUDE MYTHOS ABILITIES Anthropic just formally announced "Claude Mythos Preview" and launched "Project Glasswing" to deploy it for cybersecurity defense. The models are unlocking completely new, autonomous behaviors. This isn't about slightly better benchmark scores. This is about what the model can do. Here are the direct quotes from Anthropic’s research team (including Dario) on exactly what Mythos is capable of: • Chaining Exploits: "It has the ability to chain together vulnerabilities... this model is able to create exploits out of three, four, sometimes five vulnerabilities that in sequence give you some kind of very sophisticated end outcome." • The Professional Standard: "The model that we're experimenting with is, by and large, as good as a professional human at identifying bugs." • Unprecedented Autonomy: "It's just generally better at pursuing really long-range tasks that are kind of like the tasks that a human security researcher would do throughout the course of an entire day." The Reality Check: Dario Amodei flat out said: "There's a kind of accelerating exponential... Claude Mythos Preview is a particularly big jump along that point." Because this model has become so capable at identifying zero-days, they are restricting its release to top tech partners to try to patch the world's software before these capabilities leak out. The autonomous researcher era has officially arrived. It’s over 💀

Chris

46,155 просмотров • 4 месяцев назад

🚨 SOURCES: ANTHROPIC IS ABOUT TO RELEASE A PUBLIC VERSION OF MYTHOS. Mythos is the model Anthropic said was too dangerous to release. It can hunt down critical software flaws and build working cyberattacks on its own. Until now only a locked circle could touch it: Apple, Google, Microsoft, JPMorgan, NVIDIA. Per Sources, the public version is finally coming, once the safeguards are in place. The model they called too dangerous to ship is about to go mainstream.

🚨 SOURCES: ANTHROPIC IS ABOUT TO RELEASE A PUBLIC VERSION OF MYTHOS. Mythos is the model Anthropic said was too dangerous to release. It can hunt down critical software flaws and build working cyberattacks on its own. Until now only a locked circle could touch it: Apple, Google, Microsoft, JPMorgan, NVIDIA. Per Sources, the public version is finally coming, once the safeguards are in place. The model they called too dangerous to ship is about to go mainstream.

CryptoGoos

145,051 просмотров • 2 месяцев назад

David Sacks on How Anthropic is Ironically Running Surveillance on Their Latest Models “This is the company that said that it was against government surveillance. They are now retaining for 30 days every prompt and every output you send to one of these Mythos class models.”

David Sacks on How Anthropic is Ironically Running Surveillance on Their Latest Models “This is the company that said that it was against government surveillance. They are now retaining for 30 days every prompt and every output you send to one of these Mythos class models.”

Chief Nerd

277,486 просмотров • 1 месяц назад

So what Warren Pies is saying: Anthropic’s Mythos rollout triggered a sharp collapse in $NVDA GPU availability, with supply effectively tightening to near zero as demand for frontier models accelerated. Q1 2026 revenue from Anthropic reinforces that this isn’t theoretical demand, it’s real dollars chasing compute at scale across the AI ecosystem, from $GOOGL GCP to $AMZN AWS. The takeaway is simple: better models require more compute, and that feedback loop continues to drive the entire AI infrastructure trade.

So what Warren Pies is saying: Anthropic’s Mythos rollout triggered a sharp collapse in $NVDA GPU availability, with supply effectively tightening to near zero as demand for frontier models accelerated. Q1 2026 revenue from Anthropic reinforces that this isn’t theoretical demand, it’s real dollars chasing compute at scale across the AI ecosystem, from $GOOGL GCP to $AMZN AWS. The takeaway is simple: better models require more compute, and that feedback loop continues to drive the entire AI infrastructure trade.

Sam Badawi

21,184 просмотров • 3 месяцев назад

$AMZN having a market cap $1.5T lower than $GOOGL makes no sense. $AMZN is the only big tech company that fully designs its own in-house ASIC chips, without relying on Broadcom $AVGO like $GOOGL does for its TPUs. On top of that, its Trainium chips are 40% more price-performance efficient than leading $NVDA GPUs. And let’s not forget — $AMZN owns more than 15% of Anthropic. $AMZN is such an obvious play.

$AMZN having a market cap $1.5T lower than $GOOGL makes no sense. $AMZN is the only big tech company that fully designs its own in-house ASIC chips, without relying on Broadcom $AVGO like $GOOGL does for its TPUs. On top of that, its Trainium chips are 40% more price-performance efficient than leading $NVDA GPUs. And let’s not forget — $AMZN owns more than 15% of Anthropic. $AMZN is such an obvious play.

Daniel

249,429 просмотров • 6 месяцев назад

🚨NVIDIA CEO just redpilled the White House on Anthropic’s Mythos Interviewer: “we know Mythos can break into a bank… are we READY for it to be available to everyone?” Jensen: “it should absolutely be available to EVERYONE” Interviewer: ALL users?? not just selected institutions like now??? >“that’s correct” >the waitlist is security theater >b-but jensen, the jailbreak >yes there was a jailbreak >yes it did things the guardrails said no to >“but everything was fine. you and I are here having a conversation” >“just identify vulnerabilities and patch it up as quickly as possible” >that’s literally the nature of software >it’s anthropic’s job to make it hardened and safe and secure interviewer: so this is a message to both the White House AND Anthropic? >yes. mythos should be available as a service >“remember just because Mythos is not available, open models are available anyhow” >so let anthropic continue to advance the technology they created >let it be put in the hands of as many companies as possible >we should all use it and benefit from it >holding anthropic back is not in the benefit of the United States >let them cook THANK YOU BASED LEATHER JACKET MAN

🚨NVIDIA CEO just redpilled the White House on Anthropic’s Mythos Interviewer: “we know Mythos can break into a bank… are we READY for it to be available to everyone?” Jensen: “it should absolutely be available to EVERYONE” Interviewer: ALL users?? not just selected institutions like now??? >“that’s correct” >the waitlist is security theater >b-but jensen, the jailbreak >yes there was a jailbreak >yes it did things the guardrails said no to >“but everything was fine. you and I are here having a conversation” >“just identify vulnerabilities and patch it up as quickly as possible” >that’s literally the nature of software >it’s anthropic’s job to make it hardened and safe and secure interviewer: so this is a message to both the White House AND Anthropic? >yes. mythos should be available as a service >“remember just because Mythos is not available, open models are available anyhow” >so let anthropic continue to advance the technology they created >let it be put in the hands of as many companies as possible >we should all use it and benefit from it >holding anthropic back is not in the benefit of the United States >let them cook THANK YOU BASED LEATHER JACKET MAN

NIK

537,747 просмотров • 12 дней назад

#WATCH | California, USA: On Anthropic Mythos, CEO of Blackstraw AI, Atul Arya says, "...Anthropic has released a reasoning model called Mythos... Unlike standard AI, it explains the 'why' behind its answers. Its primary initial use case is cybersecurity... helping companies identify not just where vulnerabilities exist, but why they occur. Currently, Mythos provides its testing early version to 20 major firms like Microsoft and CrowdStrike... to both simulate and prevent attacks... it's in its early phase... this model is powerful... and will be very useful in future..." Speaking about its impact on the banking industry, he says, "It can be both a threat and helpful... If someone wants to do something wrong, they'll attack the bank... According to me, for the banking industry, it is not a matter of worry. But yes, it is definitely a matter of caution as to what can happen with this and early adoption means adopting it in advance and reaching a stage when it is used in general availability..." On India's banking system's preparations for Mythos, he says, "...What's happened in India is that a large generation has acquired banking access directly on mobile phones, having never seen anything else, including a laptop... Even if we provide this only to banking systems, they are only halfway to success... The remaining 50% depends on public education. In a nation where 60-70% of people live in rural areas, educating users not to click suspicious links or share credentials is critical..."

#WATCH | California, USA: On Anthropic Mythos, CEO of Blackstraw AI, Atul Arya says, "...Anthropic has released a reasoning model called Mythos... Unlike standard AI, it explains the 'why' behind its answers. Its primary initial use case is cybersecurity... helping companies identify not just where vulnerabilities exist, but why they occur. Currently, Mythos provides its testing early version to 20 major firms like Microsoft and CrowdStrike... to both simulate and prevent attacks... it's in its early phase... this model is powerful... and will be very useful in future..." Speaking about its impact on the banking industry, he says, "It can be both a threat and helpful... If someone wants to do something wrong, they'll attack the bank... According to me, for the banking industry, it is not a matter of worry. But yes, it is definitely a matter of caution as to what can happen with this and early adoption means adopting it in advance and reaching a stage when it is used in general availability..." On India's banking system's preparations for Mythos, he says, "...What's happened in India is that a large generation has acquired banking access directly on mobile phones, having never seen anything else, including a laptop... Even if we provide this only to banking systems, they are only halfway to success... The remaining 50% depends on public education. In a nation where 60-70% of people live in rural areas, educating users not to click suspicious links or share credentials is critical..."

ANI

93,224 просмотров • 3 месяцев назад

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."

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 просмотров • 3 месяцев назад

AI giant Anthropic says its new model, Claude Mythos Preview, is so good at coding that it could pose a cybersecurity threat in the wrong hands. The company says it's already found thousands of software vulnerabilities. Cyberattacks can impact critical infrastructure— from healthcare systems to government agencies. The announcement of the model been met with a mix of alarm and optimism— and sparked skepticism in some who question the its full capabilities. CBS News’ Lauren Fichten explains.

AI giant Anthropic says its new model, Claude Mythos Preview, is so good at coding that it could pose a cybersecurity threat in the wrong hands. The company says it's already found thousands of software vulnerabilities. Cyberattacks can impact critical infrastructure— from healthcare systems to government agencies. The announcement of the model been met with a mix of alarm and optimism— and sparked skepticism in some who question the its full capabilities. CBS News’ Lauren Fichten explains.

CBS News

22,643 просмотров • 3 месяцев назад

In an exclusive interview with CBS News' Jo Ling Kent, Anthropic CEO Dario Amodei said that the Pentagon’s decision to designate the AI company a supply chain risk is “retaliatory and punitive.” The Pentagon made the designation, which restricts military contractors from doing business with Anthropic, after the company refused to give the military unfettered access to its AI model.

In an exclusive interview with CBS News' Jo Ling Kent, Anthropic CEO Dario Amodei said that the Pentagon’s decision to designate the AI company a supply chain risk is “retaliatory and punitive.” The Pentagon made the designation, which restricts military contractors from doing business with Anthropic, after the company refused to give the military unfettered access to its AI model.

CBS News

1,213,350 просмотров • 5 месяцев назад

Anthropic CEO Dario Amodei: "We didn't plan for 80x growth, it would not have been rational" In 47 minutes, he explains why Anthropic is sitting on Mythos even though it could print money tomorrow Early companies called it a super weapon One said you should need a gun license to use it Mythos already found 271 new firefox vulnerabilities Plus thousands more in private codebases The model is so useful they are losing money by not releasing it Bookmark and watch the interview

Anthropic CEO Dario Amodei: "We didn't plan for 80x growth, it would not have been rational" In 47 minutes, he explains why Anthropic is sitting on Mythos even though it could print money tomorrow Early companies called it a super weapon One said you should need a gun license to use it Mythos already found 271 new firefox vulnerabilities Plus thousands more in private codebases The model is so useful they are losing money by not releasing it Bookmark and watch the interview

rari

81,573 просмотров • 1 месяц назад

Anthropic just accidentally leaked the most dangerous AI model ever built. They literally left 3,000 internal documents sitting in a publicly searchable database. No encryption. No access controls. Just... open. A security researcher found them before Anthropic even knew they were exposed. Inside those documents was a draft blog post describing a model called "Claude Mythos." Anthropic's own internal language: Mythos is "currently far ahead of any other AI model in cyber capabilities" and will trigger "a wave of models that can exploit vulnerabilities in ways that far outpace the efforts of defenders." That's the company that BUILT it warning about their own creation. Mythos sits in a brand new model tier called "Capybara." Bigger and more powerful than anything they've ever released. Dramatically higher scores in coding, reasoning, and cybersecurity compared to their current best. The market reaction was immediate: CrowdStrike dropped 7%. Palo Alto Networks fell 6%. Zscaler down 5%. Okta, SentinelOne, Fortinet all crashed. The Global X Cybersecurity ETF hit its lowest level since November 2023. Billions in market cap evaporated in a single trading session because of a draft blog post that wasn't supposed to be public yet. But here's where it gets truly absurd... Anthropic is the company that brands itself as the "responsible AI" lab. The one that refused to let the Pentagon use Claude without restrictions. The one that got BLACKLISTED by the Trump administration for being too cautious. They literally sued the government over it. A federal judge called the Pentagon's ban "Orwellian." So the US government punished Anthropic for being too careful with AI safety. Then 3 weeks later, Anthropic accidentally exposes their most dangerous model because someone misconfigured a content management system. They can't secure a WordPress-level database setting. But they're building AI that can autonomously hunt and exploit zero-day vulnerabilities at machine speed. Also in those leaked files: Details about a private, invite-only CEO retreat at an 18th-century English countryside manor. Dario Amodei attending personally. Designed to sell Mythos to Europe's biggest corporate buyers. The playbook: Build the most dangerous cyber weapon in AI history, host billionaires at a castle to sell it, and store the whole plan in an unprotected public folder. The entire cybersecurity industry is built on cataloging known threats. Mythos finds unknown ones faster than humans can respond. That's an extinction event for an entire sector. But there was also just ANOTHER leak: A leaked Coatue investor deck revealed Anthropic will LOSE $14 billion this year on $18 billion in revenue. Coatue still projected them to be worth $2 TRILLION by 2030. They put $30 billion behind that bet. Polymarket opened live betting on when Mythos drops. Traders give it a 45% chance by June 30th. OpenAI finished pretraining their own frontier model codenamed "Spud" the same week. Both companies are now racing to release before their IPOs later this year. And the one detail that's really scary: Chinese state hackers already used Claude Code, the WEAKER model before Mythos, to autonomously infiltrate 30 organizations including banks and government agencies. That was the less powerful model. Mythos is dramatically more capable. Anthropic's response to leaking 3,000 confidential documents? "Human error in the configuration of our content management system." The company warning the world about AI risk just demonstrated exactly why everyone should be worried. Not because of what AI might do someday. Because the people building it can't even keep their own files locked.

Ricardo

52,941 просмотров • 4 месяцев назад

THE PENTAGON WANTED ANTHROPIC’S AI WITH NO GUARDRAILS. NOW THEIR CEO WARNS OF A 10% TO 25% COLLAPSE RISK anthropic already had claude inside military workflows, but when the dod pushed for deeper access without safety limits, they refused to hand over a model that could help make lethal decisions without a human in the loop this is the openai-defector company now framed as a $965b ai giant after its models started eating enterprise software and helped erase $285b from software stocks almost overnight dario amodei drew the line at autonomous weapons and said they were willing to risk the company rather than let ai decide who lives and dies by itself now their internal model mythos is being framed as a cyber superweapon capable of prying open state-level secrets private ai labs blocking governments from weaponizing frontier models is wild and it’s only getting more serious from here

THE PENTAGON WANTED ANTHROPIC’S AI WITH NO GUARDRAILS. NOW THEIR CEO WARNS OF A 10% TO 25% COLLAPSE RISK anthropic already had claude inside military workflows, but when the dod pushed for deeper access without safety limits, they refused to hand over a model that could help make lethal decisions without a human in the loop this is the openai-defector company now framed as a $965b ai giant after its models started eating enterprise software and helped erase $285b from software stocks almost overnight dario amodei drew the line at autonomous weapons and said they were willing to risk the company rather than let ai decide who lives and dies by itself now their internal model mythos is being framed as a cyber superweapon capable of prying open state-level secrets private ai labs blocking governments from weaponizing frontier models is wild and it’s only getting more serious from here

Gipp 🦅

10,446 просмотров • 1 месяц назад

Dylan on why access to the most intelligent AI models will determine who wins in every industry: "What really matters is access to the most intelligent tokens and leveraging them at the highest-value tasks. A lot of folks will want tokens, but the shitty SaaS startup in SF who is using Claude is not necessarily creating a ton of value, and therefore they're going to get priced out of tokens. Anthropic only released Mythos to certain companies for cybersecurity. You also don't want people to distill your model so you release them to a fewer and fewer customers. Those customers are now wrestling over the tokens. Token usage and therefore the additional value generated on top of those tokens aggregates among fewer and fewer companies. I don't have Mythos but you know who has Mythos, top banks. There are people like Ken Griffin of Citadel who can just sign a deal with OpenAI or Antrhopic for access to your models. I'll buy the first $10 billion worth of tokens each year. So whenever you release the model, I'll spend the first 10 billion tokens and then everyone else can get the model after that. Now, he's going to crush everyone in the markets. I can envision because I have an enterprise Anthropic contract and Anthropic people like me, they're willing to give us slightly earlier access or higher rate limits, and then my competitor doesn't have that, and I'm able to f*cking crush them."

Dylan on why access to the most intelligent AI models will determine who wins in every industry: "What really matters is access to the most intelligent tokens and leveraging them at the highest-value tasks. A lot of folks will want tokens, but the shitty SaaS startup in SF who is using Claude is not necessarily creating a ton of value, and therefore they're going to get priced out of tokens. Anthropic only released Mythos to certain companies for cybersecurity. You also don't want people to distill your model so you release them to a fewer and fewer customers. Those customers are now wrestling over the tokens. Token usage and therefore the additional value generated on top of those tokens aggregates among fewer and fewer companies. I don't have Mythos but you know who has Mythos, top banks. There are people like Ken Griffin of Citadel who can just sign a deal with OpenAI or Antrhopic for access to your models. I'll buy the first $10 billion worth of tokens each year. So whenever you release the model, I'll spend the first 10 billion tokens and then everyone else can get the model after that. Now, he's going to crush everyone in the markets. I can envision because I have an enterprise Anthropic contract and Anthropic people like me, they're willing to give us slightly earlier access or higher rate limits, and then my competitor doesn't have that, and I'm able to f*cking crush them."

Patrick OShaughnessy

36,100 просмотров • 3 месяцев назад

Cerebras just had the biggest IPO of the year. Founder Andrew Feldman says the 3 most important things he had to convince investors of while doing the roadshow were that demand for inference is going to 1,000,000x, the GPU isn't the only way to do compute, and that the CUDA moat is overstated. What he said: "Jensen said some time ago on Brad Gerstner's podcast that the demand for inference will grow by a 1,000,000x, and nobody believed him. And at the same time, you saw Sam Altman displaying real vision and going out and trying to lock up huge amounts of compute, memory, data centers, and power, because he saw it too." "[We tried] to share what that means — what exponential demand means. And that we're still so early, and yet the demand for AI compute is overwhelming." "The other thing is that there are lots of ways to do this. The GPU isn't the only way. You've got TPUs, Trainium, and us. There are lots of different ways to build a solution here." "And finally — the notion that CUDA is this grand lock-in is overplayed. Gemini 3, which is an excellent model, was trained on TPUs with no CUDA. The Anthropic models were trained on Trainium with no CUDA. Some of the best models, some of the most interesting things are being done without CUDA. And that lock-in might be overplayed." $CBRS

Cerebras just had the biggest IPO of the year. Founder Andrew Feldman says the 3 most important things he had to convince investors of while doing the roadshow were that demand for inference is going to 1,000,000x, the GPU isn't the only way to do compute, and that the CUDA moat is overstated. What he said: "Jensen said some time ago on Brad Gerstner's podcast that the demand for inference will grow by a 1,000,000x, and nobody believed him. And at the same time, you saw Sam Altman displaying real vision and going out and trying to lock up huge amounts of compute, memory, data centers, and power, because he saw it too." "[We tried] to share what that means — what exponential demand means. And that we're still so early, and yet the demand for AI compute is overwhelming." "The other thing is that there are lots of ways to do this. The GPU isn't the only way. You've got TPUs, Trainium, and us. There are lots of different ways to build a solution here." "And finally — the notion that CUDA is this grand lock-in is overplayed. Gemini 3, which is an excellent model, was trained on TPUs with no CUDA. The Anthropic models were trained on Trainium with no CUDA. Some of the best models, some of the most interesting things are being done without CUDA. And that lock-in might be overplayed." $CBRS

TBPN

36,474 просмотров • 2 месяцев назад

🚨 JUST NOW: JENSEN HINTED ANTHROPIC’S NEXT DEAL AND ITS LIKELY $NBIS On the $NVDA earnings call, Jensen said they’ve secured compute for Anthropic across Azure, AWS and $CRWV then added there’s a “whole list of others” they are bringing online. $NBIS is an NVIDIA Cloud Partner with early access to Vera Rubin, already deploying NVL72 across the US and Europe from H2 2026. The partnerships are in place. The infrastructure is being built. Expect a deal soon. If Jensen is flagging more capacity providers coming online for Anthropic, Nebius has everything in place to be that call.

🚨 JUST NOW: JENSEN HINTED ANTHROPIC’S NEXT DEAL AND ITS LIKELY $NBIS On the $NVDA earnings call, Jensen said they’ve secured compute for Anthropic across Azure, AWS and $CRWV then added there’s a “whole list of others” they are bringing online. $NBIS is an NVIDIA Cloud Partner with early access to Vera Rubin, already deploying NVL72 across the US and Europe from H2 2026. The partnerships are in place. The infrastructure is being built. Expect a deal soon. If Jensen is flagging more capacity providers coming online for Anthropic, Nebius has everything in place to be that call.

Jordan

159,593 просмотров • 2 месяцев назад

Jensen Huang explains the AI industry as a five layer cake, and why "model only" companies are missing the real map. "AI is not just a model. AI is really a five layer cake to think about it." "From the lowest level, it requires energy because AI is produced, generated in real time, just like you and I right now. We need calories, we need energy." "The next level is chips. This is where Nvidia is and where a lot of the companies in Taiwan are." "The layer above that is infrastructure: land, power, data center, as well as the cloud service software that turns the chips into a cloud service." "The layer above that is where most people think about when they think about AI, which is models. ChatGPT was revolutionary. Claude Code is now incredibly successful. But AI is much more than just human language." Most people are still debating the model layer. Jensen is describing an industrial stack: energy, chips, infrastructure, models, and applications. If you are building in AI, this is the map that matters. The winning product may look like software, but the bottlenecks are calories, land, power, data centers, chips, and distribution. - Jensen Huang (NVIDIA), CEO of Nvidia, on CNA

Jensen Huang explains the AI industry as a five layer cake, and why "model only" companies are missing the real map. "AI is not just a model. AI is really a five layer cake to think about it." "From the lowest level, it requires energy because AI is produced, generated in real time, just like you and I right now. We need calories, we need energy." "The next level is chips. This is where Nvidia is and where a lot of the companies in Taiwan are." "The layer above that is infrastructure: land, power, data center, as well as the cloud service software that turns the chips into a cloud service." "The layer above that is where most people think about when they think about AI, which is models. ChatGPT was revolutionary. Claude Code is now incredibly successful. But AI is much more than just human language." Most people are still debating the model layer. Jensen is describing an industrial stack: energy, chips, infrastructure, models, and applications. If you are building in AI, this is the map that matters. The winning product may look like software, but the bottlenecks are calories, land, power, data centers, chips, and distribution. - Jensen Huang (NVIDIA), CEO of Nvidia, on CNA

Karl Mehta

14,983 просмотров • 1 месяц назад

$AMZN CEO Andy Jassy reveals customers want Trainium chips outside AWS and says there's a real chance Amazon sells them that way. "On the question about selling Trainium, we're quite excited about what's happening in our chips business." "As I mentioned earlier, it's over $25 billion in annual revenue at this point. We think we have the leading price performance chip in both the AI space with Trainium and in the CPU space with Graviton." "The fact that we have multi-year, multi-gigawatt commitments from the two largest AI labs, Anthropic and OpenAI, and more and more companies, as I mentioned in my opening comments, using Trainium is exciting and promising." "And we just have an incredible amount of demand for Trainium. So there are a lot of customers who are very excited about using it in the form that we're providing right now." "We do have an increasing number of customers who are interested in us providing the Trainium chips to them separate from our cloud. And we're actively having those conversations and exploring. And I expect there's a real chance we'll do that in the future."

$AMZN CEO Andy Jassy reveals customers want Trainium chips outside AWS and says there's a real chance Amazon sells them that way. "On the question about selling Trainium, we're quite excited about what's happening in our chips business." "As I mentioned earlier, it's over $25 billion in annual revenue at this point. We think we have the leading price performance chip in both the AI space with Trainium and in the CPU space with Graviton." "The fact that we have multi-year, multi-gigawatt commitments from the two largest AI labs, Anthropic and OpenAI, and more and more companies, as I mentioned in my opening comments, using Trainium is exciting and promising." "And we just have an incredible amount of demand for Trainium. So there are a lot of customers who are very excited about using it in the form that we're providing right now." "We do have an increasing number of customers who are interested in us providing the Trainium chips to them separate from our cloud. And we're actively having those conversations and exploring. And I expect there's a real chance we'll do that in the future."

Fireside Alpha

11,669 просмотров • 5 дней назад

SoftBank is creating the biggest data center. On Fox Business, Arm CEO and SoftBank Group International CEO Rene Haas was asked what he thinks about Meta selling compute, which could mean a compute supply glut. Haas disagreed, pointing to SpaceX's compute deal with Anthropic as proof of real demand, not oversupply. He said Meta's situation is similar, and that only a handful of companies, SpaceX, Meta, and SoftBank, have the financial muscle to compete at gigawatt scale, which is why SoftBank is moving in.

SoftBank is creating the biggest data center. On Fox Business, Arm CEO and SoftBank Group International CEO Rene Haas was asked what he thinks about Meta selling compute, which could mean a compute supply glut. Haas disagreed, pointing to SpaceX's compute deal with Anthropic as proof of real demand, not oversupply. He said Meta's situation is similar, and that only a handful of companies, SpaceX, Meta, and SoftBank, have the financial muscle to compete at gigawatt scale, which is why SoftBank is moving in.

Lark Davis

34,017 просмотров • 1 месяц назад