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…Also, the parent company of Starlink and xAI recently inked a similar agreement with Anthropic, providing access to "220,000 NVIDIA GPUs (including H100s, H200s, GB200s, and others)," all for a consideration…
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…As for agentic AI demand, the bank adds that agentics will push workloads to local PCs as is the case with Anthropic's Claude Code. Consequently, the requirements for higher core count…
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…The first shipments of Vera CPUs have already rolled out to early customers such as OpenAI, SpaceXAi, Oracle, and Anthropic. Our annual product cadence, a pace that is unmatched, remains a key…