AI research lab Anthropic announced a $30 billion Series G funding round.
Pentagon deploys eight frontier AI firms to classified networks, cuts Anthropic out
The DoD announced May 1 deals with OpenAI, Google, Microsoft, AWS, NVIDIA, SpaceX, Oracle, and Reflection AI for classified network deployment, formally excluding Anthropic after the company refused unrestricted military use of Claude.
Tenstorrent's $110K AI Server Challenges Nvidia's Inference Dominance
Tenstorrent launches Galaxy Blackhole inference servers at 3-5x cheaper per node than Nvidia DGX, with 16 units already deployed at Equinix and performance claims that undercut the GPU+LPU disaggregation trend.
Google Splits TPU in Two: Training and Inference Arms
Google bifurcated its eighth-generation TPU into specialized training and inference chips on April 22, 2026, marking the first architectural split in a decade and directly challenging Nvidia's grip on AI infrastructure scaling.
Pentagon Locks Maven to Army, Sets Sept 30 Deadline for Program Status
Deputy SecDef Feinberg's March 9 directive to make Palantir's Maven Smart System an official DoD program of record is now confirmed across four combatant commands, with a Sept 30 hard deadline that experts call aggressive and a $10B Army backstop contract already in place.
Meta and Broadcom Lock in 1GW Custom AI Silicon Through 2029
Meta and Broadcom announced a multi-year partnership on custom MTIA chips through 2029, committing to deploy 1 gigawatt initially with plans to scale to multiple gigawatts by 2027. The chips will be the industry's first 2nm AI accelerators, shifting the inference market away from Nvidia.