26mOpinion
The China AI Thesis
China duopoly, not a single race, once you look layer by layer at energy, chips, models, cloud, and physical AI.
Anthropic’s $10B Norway Compute Deal Gives Nvidia’s Ecosystem Its First JPMorgan Credit Backstop
Anthropic’s $10 billion compute deal in Norway reveals how a startup called Volta Infra Holdings unlocked Nvidia GPU ...
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