TPU economics bite Nvidia while Anthropic's half-trillion in leases reshapes the compute map
Third-party inference data showing Google's Ironwood delivering up to 50% better performance-per-dollar than Nvidia's B200/B300 is the most tradeable fact of …
Anthropic's $517B Compute Bet and the TPU Threat to NVIDIA
Anthropic has signed roughly $517 billion in compute leases over the past 11 months, locking down 14.8GW of capacity and blowing past earlier spending …
AWS Hosts Claude Fable 5.1 with 30-Day Retention; AL2027 Previews
Anthropic's Claude Fable 5.1 lands on AWS Bedrock, but every prompt and output is subject to up to 30 days of retention and potential human review by Amazon …
DBS and Citi Move Weekend USD Payments in Minutes, Not Days
DBS and Citi completed a weekend cross-border USD payment using tokenized deposits on Swift's Digital Ledger, cutting settlement from two days to minutes. …
Tesla Cybercab Drops Rare Earth Magnets as Huawei Beats Apple to Tri-Fold
Tesla's Cybercab deep dive reveals a motor with zero rare earth metals, while Huawei launched the Mate XT 2 tri-fold two days before Apple's foldable debut. …
Agent rails consolidate: x402, agent identity, and the week the incumbents stopped apologizing
Coinbase is quietly becoming the payments plumbing for machine commerce just as it files for single-stock perps, while Robinhood leans further into token-launch …