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Only Industry#Anthropic
  1. The Decoder80

    Anthropic says AI cut its Claude port to AMD GPUs from months to three days

    Anthropic says it ported Claude to AMD GPUs in three days with almost no human intervention, using its frontier model Mythos to write nearly 100 percent of the kernels itself. Co-founder Tom Brown says Anthropic now trains and runs Claude across AWS Trainium, Google TPUs, Nvidia GPUs and AMD GPUs, treating them as one interchangeable compute pool. The figures come from an investor presentation and have not been independently verified; Anthropic cites three days versus the six to twelve months traditional engineering needs, measured on prompt processing with AMD MI355X GPUs.

    Why it matters: Anthropic's claim that its own model ported Claude to AMD GPUs in three days offers a concrete test of whether AI can loosen CUDA's grip on chip choice.

  2. The Decoder91

    Jensen Huang resigns as Nvidia CEO amid espionage scandal; $1.4 trillion in market value lost

    Jensen Huang resigned as Nvidia's CEO, president and board member effective immediately on November 12, 2026, after the Wall Street Journal reported the board planned to fire him over two extramarital affairs, one with a suspected Chinese spy. Nvidia has lost roughly $1.4 trillion in market value since an October 29 New York Times report on possible ties to Chinese intelligence, and CFO Colette Kress is taking over on an interim basis. Harvey C. Jones becomes the first independent board chair, while Huang's departure leaves no clear succession plan and could unsettle the alliance and guarantee structure built around him.

    Why it matters: Nvidia's abrupt leadership change and the $1.4 trillion market value loss raise questions about how deeply the AI chip supply chain depends on one person.

  3. Gary Marcus · The Road to AI We Can Trust83

    Report: Nvidia reportedly preparing to fire Jensen Huang

    The Wall Street Journal reports that Nvidia is about to fire Jensen Huang, according to Gary Marcus. Marcus writes that the stock is already down in after-hours trading and that Huang's exit could unsettle the circular financing deals he has orchestrated, raising the question of whether Nvidia would still honor the billions it promised Anthropic in the IPO.

  1. Simon Willison78

    Anthropic IPO roadshow video details multi-chip Claude training and serving strategy

    Anthropic kicked off its IPO roadshow yesterday, and its roadshow video disclosed previously unreleased details about how the business works, including a section on compute strategy with co-founder Tom Brown. Brown said Anthropic trains and serves Claude across AWS Trainium, Google TPUs, NVIDIA GPUs and AMD GPUs, and that when the company began working with AMD GPUs this year, a system called Mythos got Claude running on AMD in three days with basically no human intervention, porting or writing almost 100% of the kernels. He also described compute multipliers as a second driver of compute advantage, saying each multiplier stacks on the ones before it and that Claude may eventually discover them entirely by itself.

    Why it matters: Anthropic's IPO roadshow video details its multi-chip training and serving strategy across four chip families, including a Claude-assisted AMD port completed in three days.

  1. Gary Marcus · The Road to AI We Can Trust82

    Gary Marcus urges investors to reject Anthropic's IPO

    Gary Marcus argues against Anthropic's IPO, citing its reported target valuation of up to $1.4 trillion against a company that has never made a profit and carries nearly $900 billion in future liabilities. He points to Anthropic's amended S-1, which warns that costs will rise and losses will continue, and to revenue growth slowing from 147% in Q2 to 47% in Q3, as evidence that the trillion-dollar projections built on tokenmaxxing no longer hold.

    Why it matters: Gary Marcus uses Anthropic's IPO filing and slowing revenue growth to argue that the valuation rests on projections the company's own numbers no longer support.

  2. Anthropic Newsroom80

    Anthropic launches roadshow for proposed IPO of 825 million Class A shares on Nasdaq

    Anthropic, PBC launched the roadshow for its proposed initial public offering of 825,000,000 Class A common shares, of which 801,351,354 are offered by Anthropic and 23,648,646 by certain existing stockholders. The expected price range is $70.00 to $78.00 per share, and Anthropic has applied to list on the Nasdaq Global Select Market under the symbol ANT. Anthropic also expects to grant underwriters a 30-day option for up to 123,750,000 additional shares, and the registration statement filed with the SEC has not yet become effective.

    Why it matters: Anthropic's IPO roadshow filing details 825 million Class A shares priced at $70 to $78 and a planned Nasdaq listing under the symbol ANT, giving a concrete view of the company's public-market plans.

  1. Anthropic Research65

    Anthropic reports early progress on using Claude to accelerate drug development

    Anthropic's life sciences team has spent several months working with six drug developers, including Bristol Myers Squibb, Generate Biomedicines and Divergence Labs, plus running its own discovery programs, to test where Claude can speed up drug development. Reported early results include a Generate design roughly 70% shorter than the standard version that let immune cells make about 10 times as many receptors, and roughly 35,000 antibody designs generated largely autonomously for Divergence in about a month. Anthropic says the work is still mostly preclinical and plans to extend Claude into clinical trials as the programs advance.

    Why it matters: Anthropic's first detailed account of embedding Claude in real drug programs shows where the model helps and where it still falls short across six partners.

  1. Anthropic Newsroom80

    Anthropic files S-1 with SEC for proposed IPO on Nasdaq under ticker ANT

    Anthropic, PBC has filed a registration statement on Form S-1 with the U.S. Securities and Exchange Commission for a proposed initial public offering of its Class A common stock, which it intends to list on the Nasdaq Global Select Market under the symbol "ANT." The number of shares to be offered and the price range have not yet been determined, and the registration statement has not yet become effective. The company named Goldman Sachs & Co. LLC and Morgan Stanley & Co. LLC as contacts for obtaining the preliminary prospectus when available.

    Why it matters: Anthropic has filed an S-1 with the SEC for a proposed IPO on Nasdaq under the ticker ANT, though share count and price range remain undetermined.

  1. Anthropic Newsroom71

    Anthropic donates Agent Skills standard to the Agentic AI Foundation

    Anthropic is donating Agent Skills, the open standard for giving AI agents specialized knowledge and workflows, to the Agentic AI Foundation (AAIF) under the Linux Foundation. More than 70 agent platforms including ChatGPT, Cursor, GitHub Copilot and VS Code have integrated the standard since it was published in December 2025, with 1 million skills published and nearly 280 million installed. The donation covers the Agent Skills name and logo, the GitHub organization and the agentskills.io domain, with engineers from Anthropic, Google, OpenAI and other companies maintaining it as individuals under Lead Maintainers David Soria Parra and Mahesh Murag.

    Why it matters: Anthropic hands its Agent Skills standard to the Linux Foundation's AAIF, the same neutral home as MCP, giving the community a formal say over the spec's roadmap.

  1. Anthropic Newsroom60

    Anthropic commits 5% of its shares to a new Public Benefit Fund, with more added as valuation grows

    Anthropic is committing 5% of its shares, subject to stockholder approval, to the newly created Anthropic Public Benefit Fund, a wholly owned LLC, with an additional 2% added at the board's discretion for every 50% increase in company value above a set baseline.

    Why it matters: Anthropic ties its public-benefit commitment to company growth, so the stake dedicated to public good scales with valuation rather than staying fixed.

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