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Anthropic Just Chose Its Rival's Silicon. The Inference War Has a Winner.
Anthropic expanded its TPU deal with Google and Broadcom to multiple gigawatts. Why the company behind Claude chose its competitor's custom chips — and what the lock-in trade-off means for the AI supply chain.
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Google's Math Paper Crashed Memory Chip Stocks — And That's the Point
TurboQuant cuts LLM memory 6x with zero accuracy loss. SK Hynix, Samsung, Micron stocks tanked. Software just called hardware's bluff.