Nvidia’s Vera Rubin Platform Reaches Customers as Data Centers Chase Efficiency
In June, shipments of the Vera processor left Nvidia’s suppliers bound for three of the largest consumers of AI compute in the world. The company disclosed this week that OpenAI,…
Microsoft Trains Sales Teams to Pitch Against OpenAI and Anthropic
Microsoft is training thousands of sales representatives to sell Azure AI alongside its own models, and to steer customers toward questioning the cost-effectiveness of OpenAI and Anthropic, according to internal…
Anthropic Puts a Browser Inside Claude Code
Developers who use Claude Code no longer have to leave their terminal to check a web page. Anthropic has added a built-in browser to the desktop version of its coding…
04_meta_spark_pricing.md
Mark Zuckerberg spent the day before the launch telling anyone who would listen that Meta’s new model would be the cheapest serious option on the market. On July 10, the…
03_altman_microsoft_tokens.md
The question came from the audience on July 9, and Sam Altman paused before answering: with compute and memory costs climbing, how does OpenAI protect its margins? The chief executive’s…
Microsoft Pushes Its Own AI Models to Cut Costly Dependence
Microsoft is quietly shifting more of its artificial-intelligence workloads onto models it built itself, a move designed to cut its dependence on outside providers and rein in a cost line…
OpenAI Engineers Say Running Its Models Now Costs Half as Much
The internal message went out on a Monday morning, unsigned and free of fanfare: OpenAI’s engineers had found a way to run the company’s models for half the price. By…
A Tiny Nasdaq Company Reveals $386 Million in OpenAI and Crypto Holdings
The disclosure, filed this week, is the kind that makes analysts do a double take: Eightco Holdings, a micro-cap company listed on Nasdaq under the ticker ORBS, reported an asset…
Amazon to Pay Anthropic by the Token
Finance teams negotiating cloud contracts have begun seeing a new line in their terms: Amazon will pay for Anthropic’s models by the token, rather than by the hour of compute…
AI Customers Learn to Spend Less, and Model Makers Feel It
The finance chief of a mid-sized software company began receiving a new kind of report this spring: a weekly breakdown of how much the company’s engineers were spending on artificial-intelligence…
