… Anthropic may also hope this could help its frontier models get some extra competitive edge as software developers and other users begin exploring running cheaper, smaller, or open-weight models on their own hardware or on edge devices. …
… Given that spending spree and Grok’s lagging position in the AI race, the expected SpaceX IPO would provide a critical cash infusion to the company. It remains to be seen whether enough investors embrace SpaceX’s vision for the future to see it through. …
…More generally, OpenAI and its competitors are interested in custom silicon because it’s another way to potentially squeeze out more capacity amid a global compute crunch, as competing companies scramble for…