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

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George Noble

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49,316 просмотров • 5 дней назад •via X (Twitter)

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OpenAI: AI will kill us. Anthropic: AI will kill us. InflectionAI: AI will kill us. Nvidia:
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OpenAI: AI will kill us. Anthropic: AI will kill us. InflectionAI: AI will kill us. Nvidia:

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BREAKING: OpenAI, SoftBank, Oracle, Nvidia, Cisco, and the UAE’s G42 team up to build “UAE Stargate” — a massive AI campus in Abu Dhabi 🇦🇪
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حسن سجواني 🇦🇪 Hassan Sajwani

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GEORGE HOTZ: “YOU CAN BREAK AI DOWN INTO 5 TIERS.” “DATA CENTERS — TIER 1, FABS — TIER 2, NVIDIA/AMD — TIER 3, OPENAI/ANTHROPIC — TIER 4, AND COMPLETELY WORTHLESS THINGS LIKE CURSOR AND WINDSURF, WHICH ARE TIER 5.” “OPENAI AND ANTHROPIC WILL EAT ALL THE VALUE FROM THE CURSORS AND WINDSURFS OF THE WORLD. I ARGUE THAT THE TIER 4S (OPENAI/ANTHROPIC) AREN’T EVEN GOING TO HAVE VALUE.”
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GEORGE HOTZ: “YOU CAN BREAK AI DOWN INTO 5 TIERS.” “DATA CENTERS — TIER 1, FABS — TIER 2, NVIDIA/AMD — TIER 3, OPENAI/ANTHROPIC — TIER 4, AND COMPLETELY WORTHLESS THINGS LIKE CURSOR AND WINDSURF, WHICH ARE TIER 5.” “OPENAI AND ANTHROPIC WILL EAT ALL THE VALUE FROM THE CURSORS AND WINDSURFS OF THE WORLD. I ARGUE THAT THE TIER 4S (OPENAI/ANTHROPIC) AREN’T EVEN GOING TO HAVE VALUE.”

Vivek Sen

45,335 просмотров • 2 месяцев назад

NOW - Trump and Starmer sign U.S.-UK "Tech Prosperity Deal." U.S. firms, led by Microsoft, including BlackRock, Nvidia, OpenAI, Oracle, Amazon, and CoreWeave, will invest $42 billion in the UK to develop AI for healthcare, quantum computing, and nuclear projects.
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NOW - Trump and Starmer sign U.S.-UK "Tech Prosperity Deal." U.S. firms, led by Microsoft, including BlackRock, Nvidia, OpenAI, Oracle, Amazon, and CoreWeave, will invest $42 billion in the UK to develop AI for healthcare, quantum computing, and nuclear projects.

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Top 3 Contenders to Win Yahoo Finance Company of the Year: 1) OpenAI 2) Oracle 3) Nvidia Who we missing on this list?
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Brian Sozzi

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Trump announced the launch of the “CMS Digital Health Tech Ecosystem” to collect and monitor Americans’ health data, joined by executives from OpenAI, Oracle, Amazon, Apple, Microsoft, Google, and Anthropic. Follow: AF Post
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Trump announced the launch of the “CMS Digital Health Tech Ecosystem” to collect and monitor Americans’ health data, joined by executives from OpenAI, Oracle, Amazon, Apple, Microsoft, Google, and Anthropic. Follow: AF Post

AF Post

59,661 просмотров • 1 год назад

NVIDIA’s Ian Buck hand-delivered the first-ever NVIDIA Vera CPUs to our partners Anthropic, OpenAI, SpaceX, and Oracle Cloud. 🎉 Vera is NVIDIA's first custom CPU, purpose-built for the age of agentic AI. This is just the beginning. The road to Vera-powered systems starts here. Thank you to our partners for being on this journey with us. The best is yet to come. 💚
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NVIDIA’s Ian Buck hand-delivered the first-ever NVIDIA Vera CPUs to our partners Anthropic, OpenAI, SpaceX, and Oracle Cloud. 🎉 Vera is NVIDIA's first custom CPU, purpose-built for the age of agentic AI. This is just the beginning. The road to Vera-powered systems starts here. Thank you to our partners for being on this journey with us. The best is yet to come. 💚

NVIDIA

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anthropic right now
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anthropic right now

Aiden Guo

159,759 просмотров • 5 месяцев назад

We hosted a poker tournament for AI companies in the Exa office. Cocktail attire 🍸 Reps came from OpenAI, Deepmind, Anthropic, Nvidia, Databricks, Cursor, and more. Who do you think won?
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We hosted a poker tournament for AI companies in the Exa office. Cocktail attire 🍸 Reps came from OpenAI, Deepmind, Anthropic, Nvidia, Databricks, Cursor, and more. Who do you think won?

Will Bryk

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Entrepreneur Naval Ravikant: "two years ago, people thought there were five kings in the AI race: Google, Elon, Meta, OpenAI, and Anthropic but there are only two kings now: OpenAI and Anthropic" Google, I think, has lost it. That's quite sad
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Entrepreneur Naval Ravikant: "two years ago, people thought there were five kings in the AI race: Google, Elon, Meta, OpenAI, and Anthropic but there are only two kings now: OpenAI and Anthropic" Google, I think, has lost it. That's quite sad

Haider.

28,330 просмотров • 1 месяц назад

"You can break AI down into 5 tiers." - George Hotz "Data centers - tier 1, fabs - tier 2, Nvidia/AMD - tier 3, OpenAI/Anthropic - tier 4, and completely worthless things like Cursor and Windsurf, which are tier 5." "OpenAI and Anthropic will eat all the value from the Cursors and Windsurfs of the world. I argue that the tier 4s (OpenAI/Anthropic) aren't even going to have value." From his June 2025 appearance, George Hotz 🌑 really raised eyebrows with this clip when it hit the timeline.
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"You can break AI down into 5 tiers." - George Hotz "Data centers - tier 1, fabs - tier 2, Nvidia/AMD - tier 3, OpenAI/Anthropic - tier 4, and completely worthless things like Cursor and Windsurf, which are tier 5." "OpenAI and Anthropic will eat all the value from the Cursors and Windsurfs of the world. I argue that the tier 4s (OpenAI/Anthropic) aren't even going to have value." From his June 2025 appearance, George Hotz 🌑 really raised eyebrows with this clip when it hit the timeline.

TBPN

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🔴 Donald Trump, 500 milyar dolarlık yapay zeka altyapı girişimi Stargate'i duyurdu. ▪Projede teknoloji devleri Microsoft'un OpenAI, SoftBank'ın ARM, NVIDIA ve Oracle da yer alıyor.
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🔴 Donald Trump, 500 milyar dolarlık yapay zeka altyapı girişimi Stargate'i duyurdu. ▪Projede teknoloji devleri Microsoft'un OpenAI, SoftBank'ın ARM, NVIDIA ve Oracle da yer alıyor.

Conflict

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

Satya Nadella

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Jensen spent 2 min on InferenceMAX at the GTC keynote 😎 InferenceMAX is completely open source and completely impartial, with the support of AMD, OpenAI, Nvidia, Microsoft, Oracle, Pytorch, SGLang, vLLM, Cursoe, Nebius, Tensorwave, etc
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Jensen spent 2 min on InferenceMAX at the GTC keynote 😎 InferenceMAX is completely open source and completely impartial, with the support of AMD, OpenAI, Nvidia, Microsoft, Oracle, Pytorch, SGLang, vLLM, Cursoe, Nebius, Tensorwave, etc

Dylan Patel

86,497 просмотров • 9 месяцев назад

The DeepSeek VS OpenAI drama is so good. This the probably the POV at both offices right now 😂
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The DeepSeek VS OpenAI drama is so good. This the probably the POV at both offices right now 😂

INTERN 🔆

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Anthropic has better models than OpenAI (o3) and probably has for many months now but they're scared to release them
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Anthropic has better models than OpenAI (o3) and probably has for many months now but they're scared to release them

Chubby♨️

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Here’s my take on WHY you need to leverage Oracle’s free Cloud certs, especially now that OpenAI is set to pay Oracle $30B every YEAR for cloud and data center services… Start studying for your Oracle Certs now!
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Here’s my take on WHY you need to leverage Oracle’s free Cloud certs, especially now that OpenAI is set to pay Oracle $30B every YEAR for cloud and data center services… Start studying for your Oracle Certs now!

Kierra | Data Conversationalist🎙

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🚨 BREAKING: Trump announces Project Stargate, a $500B investment in American AI dominance starting with a giant colossal data center built in Texas. This is currently a JV between OpenAI, Oracle, and SoftBank. With additional support from Microsoft and Nvidia.

Autism Capital 🧩

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