SemiPulse — Semiconductor Intelligence

Nvidia Earnings, Anthropic-Microsoft Chip Talks Boost AI - Gotrade

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www.heygotrade.com 2026-05-22 Gotrade

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Anthropic reportedly eyes Microsoft Maia chips to cut Nvidia reliance - digitimes

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www.digitimes.com 2026-05-22 digitimes

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Anthropic reportedly eyes Microsoft Maia chips to cut Nvidia reliance

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digitimes.com 2026-05-22

Microsoft is in early discussions to provide AI servers powered by its in-house Maia chips to Anthropic, deepening ties between the two companies as cloud providers race to reduce dependence on Nvidia hardware and secure a stronger position in the AI infrastructure market.

Nvidia introduces ACIE sub-segment, adds Anthropic as partner, and breaks out Physical AI

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digitimes.com 2026-05-21

Nvidia introduced a new segment reporting framework on its first quarter of fiscal 2027 call, splitting data center revenue into Hyperscale and ACIE (AI Clouds, Industrial, Enterprise) and breaking out Edge Computing as a separate platform.

Nvidia CEO Jensen Huang: With Anthropic we are scaling very quickly, we have big plans for them - CNBC

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www.cnbc.com 2026-05-21 CNBC

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NVIDIA hand-delivers the first Vera CPU systems to Anthropic, OpenAI, SpaceXAI, and more - TweakTown

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www.tweaktown.com 2026-05-19 TweakTown

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Nvidia Delivers New Vera AI CPUs To SpaceX, Anthropic And OpenAI — Elon Musk Says 'Vera Nice, Vera Nice…' - Benzinga

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www.benzinga.com 2026-05-19 Benzinga

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Nvidia delivers Vera CPU systems to OpenAI, Anthropic, Oracle, and SpaceXAI (SPACE:Private) - Seeking Alpha

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seekingalpha.com 2026-05-19 Seeking Alpha

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First Apple M5 memory exploit discovered using Anthropic AI, gives root access on MacOS

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tomshardware.com 2026-05-16 Bruno Ferreira

Apple M5 architecture gets its first privilege escalation exploit

Apple M5 chip Memory Integrity Enforcement AI-assisted security research Local privilege escalation MacOS security Zero-day vulnerability Anthropic AI Memory tagging

Anthropic's CFO Reveals the Compute Gamble That Could Sink Any AI Company. Here's Why Nvidia, Amazon, and Google Are All in Play - 24/7 Wall St.

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247wallst.com 2026-05-15 24/7 Wall St.

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Nvidia Partnership With Anthropic And SpaceX Highlights AI Growth And Valuation - Yahoo Finance

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finance.yahoo.com 2026-05-11 Yahoo Finance

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Elon Musk Calls Nvidia GB300 'The Best AI Computer' As SpaceX And Anthropic Strike Deal - Yahoo Finance

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finance.yahoo.com 2026-05-10 Yahoo Finance

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Chinese grey market sells Claude API access at 90% off by using stolen credentials, model substitution, and harvesting users' prompts and outputs for resale as AI training data

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tomshardware.com 2026-05-09 Luke James

A grey-market economy of API proxy services in China is reselling access to Anthropic's Claude models at as little as 10% of the official price.

AI model theft grey market API proxy services model substitution data harvesting AI training data Chinese AI industry security risk

Elon Musk Called Claude 'Evil' — Now Anthropic Runs On His Nvidia Supercomputer - Yahoo Finance

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finance.yahoo.com 2026-05-09 Yahoo Finance

Skip to navigation Skip to main content Skip to right column Yahoo Finance Yahoo Finance Search query News Finance Sports More Mail Sign in My Portfolio News Markets Research Community Personal Finance Videos Watch Now Network Upgrade to Premium US Markets S&P 500 7,398.93 +61.82 +0.84% Dow 30 49,609.16 +12.19 +0.02% Nasdaq 26,247.08 +440.88 +1.71% Russell 2000 2,861.21 +21.58 +0.76% VIX 17.19 +0.

Artificial Intelligence AI Computing GPU NVIDIA Elon Musk Anthropic Claude AI Chips

Musk's SpaceX has rented out access to its supercomputer's 220,000 Nvidia GPUs and 300 megawatts of AI compute power to rival Anthropic

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tomshardware.com 2026-05-07 Etiido Uko

Anthropic has signed a deal with SpaceX to access the latter's massive data center, which has over 220,000 Nvidia GPUs and 300 megawatts of computing power.

SpaceX Anthropic Nvidia GPU AI Compute Supercomputer Rental Artificial Intelligence Data Center Compute Power Sharing

Elon Musk Calls Nvidia GB300 'The Best AI Computer' As SpaceX And Anthropic Strike Deal - Benzinga

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www.benzinga.com 2026-05-07 Benzinga

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Alphabet briefly tops Nvidia after report of $200 billion Anthropic cloud deal - CNBC

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news.google.com 2026-05-06 CNBC

Google, Microsoft, and xAI agree to let US government test AI models before public release

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tomshardware.com 2026-05-05 Luke James

OpenAI and Anthropic, which had existing evaluation partnerships with the center dating to 2024, renegotiated their deals to align with priorities in Trump's AI Action Plan.

Artificial Intelligence US Government AI Model Evaluation Technology Regulation AI Safety Government Collaboration Semiconductor Industry AI Standards

Nvidia CEO Jensen Huang on Anthropic: Hope the US government and Anthropic work it out - MSN

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news.google.com 2026-05-05 MSN

Nvidia CEO Jensen Huang on Anthropic: Hope the U.S. government and Anthropic work it out - CNBC

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news.google.com 2026-05-05 CNBC