Anthropic's $50B Bet: The Race for Compute
Anthropic is spending $50 billion to build the backbone of the AI future. We analyze the massive Texas/NM data center project and the strategic Microsoft/NVIDIA alliance.
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Micron's $9.6 Billion Bet: Building the Future of AI Memory in Japan
Micron Technology announces a massive $9.6 billion investment to build a new AI memory chip plant in Hiroshima, Japan. Here's why this matters for the global tech economy.