Investor pressure forces Nvidia to shrink its OpenAI bet just as Anthropic's numbers defy bubble warnings
Nvidia has cut its guarantee for OpenAI's planned data center in Ohio nearly in half, from $250 billion to just under $120 billion, after investors pushed back on the risk. Meanwhile, Anthropic is complicating the AI bubble debate with revenue that jumped from $4.7 billion to $11.5 billion in a single quarter.<br /> The article Investor pressure forces Nvidia to shrink its OpenAI bet just as Anthropic's numbers defy bubble warnings appeared first on The Decoder. [...]
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Nvidia launches enterprise AI agent platform with Adobe, Salesforce, SAP among 17 adopters at GTC 2026
Jensen Huang walked onto the GTC stage Monday wearing his trademark leather jacket and carrying, as it turned out, the blueprints for a new kind of monopoly.The Nvidia CEO unveiled the Agent Toolkit, [...]
Nvidia introduces Vera Rubin, a seven-chip AI platform with OpenAI, Anthropic and Meta on board
Nvidia on Monday took the wraps off Vera Rubin, a sweeping new computing platform built from seven chips now in full production — and backed by an extraordinary lineup of customers that includes Ant [...]
Anthropic finally beat OpenAI in business AI adoption — but 3 big threats could erase its lead
For the first time since the AI race began, more American businesses are paying for Anthropic's Claude than for OpenAI's ChatGPT. Adoption of Anthropic rose 3.8% in April to 34.4% of busines [...]
OpenAI deploys Cerebras chips for 15x faster code generation in first major move beyond Nvidia
OpenAI on Thursday launched GPT-5.3-Codex-Spark, a stripped-down coding model engineered for near-instantaneous response times, marking the company's first significant inference partnership outsi [...]
Anthropic says it hit a $30 billion revenue run rate after 'crazy' 80x growth
Dario Amodei is not the kind of CEO who talks loosely about numbers. The Anthropic co-founder and chief executive, a former VP of research at OpenAI with a PhD in computational neuroscience from Princ [...]
Microsoft and OpenAI gut their exclusive deal, freeing OpenAI to sell on AWS and Google Cloud
Microsoft and OpenAI on Monday announced a sweeping overhaul of the partnership that has defined the commercial AI era, dismantling key pillars of exclusivity and revenue-sharing that bound the two co [...]
Anthropic is giving away its powerful Claude Haiku 4.5 AI for free to take on OpenAI
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Anthropic's Claude Opus 4.6 brings 1M token context and 'agent teams' to take on OpenAI's Codex
Anthropic on Thursday released Claude Opus 4.6, a major upgrade to its flagship artificial intelligence model that the company says plans more carefully, sustains longer autonomous workflows, and outp [...]