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[Commercial Release] [SRC↗]

Amazon Invests Additional $5B in Anthropic, Secures $100B Cloud Commitment for Custom AI Chips

Amazon has invested an additional $5 billion in Anthropic, bringing its total investment to $13 billion, while Anthropic commits to spending over $100 billion on AWS cloud services over the next decade. The deal centers...

[Anthropic] [Cloud Computing] [Amazon] [custom AI chips] [Trainium]
Risk: [+0.04 pp] [1 day sooner]
AGI: [+0.04 pp] [1 day sooner]
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[Commercial Release] [SRC↗]

Microsoft Unveils Maia 200 Chip to Accelerate AI Inference and Reduce Dependency on NVIDIA

Microsoft has launched the Maia 200 chip, designed specifically for AI inference with over 100 billion transistors and delivering up to 10 petaflops of performance. The chip represents Microsoft's effort to optimize AI o...

[Microsoft] [Nvidia Alternatives] [Hardware Acceleration] [inference optimization] [custom AI chips]
Risk: [+0.01 pp]
AGI: [+0.01 pp]
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[Commercial Release] [SRC↗]

OpenAI Partners with Broadcom for Custom AI Accelerator Hardware in Multi-Billion Dollar Deal

OpenAI announced a partnership with Broadcom to develop 10 gigawatts of custom AI accelerator hardware to be deployed between 2026 and 2029, potentially costing $350-500 billion. This follows recent major infrastructure...

[OpenAI] [AI Infrastructure] [Compute Scaling] [custom AI chips] [Broadcom]
Risk: [+0.04 pp] [1 day sooner]
AGI: [+0.04 pp] [1 day sooner]
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