AI

OpenAI's compute deals quietly turn into equity stakes for chipmakers

Supply agreements built to guarantee mutual GPU capacity are moving executives on both sides toward taking positions in each other, not just contracts.

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Anthropic doubles inference capacity with a custom-silicon bet

A second-generation accelerator order shifts a meaningful share of serving traffic off general-purpose GPUs for the first time.

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Enterprise AI budgets shift from pilots to production line items

CFOs are moving AI spend out of innovation budgets and into recurring operating expense — a signal the pilot era is ending.

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