Anthropic is assembling the AI coding stack, end to end
What Changed and Why It Matters Anthropic just tied together infrastructure, product, and distribution around one focus: code. The company announced a plan to spend $50B on U.S. data centers…
Beyond Transformers: why startups are betting on new AI stacks
What Changed and Why It Matters Transformers still dominate. But the economics are pushing founders to explore alternatives. Attention scales quadratically. Context windows are expensive. Latency breaks real-time UX. Energy…
Inside the $100M bet on memory‑bound, power‑capped AI data centers
What Changed and Why It Matters Majestic Labs raised $100M to build high‑memory AI servers. Their pitch: address AI’s memory bottleneck, not just its compute hunger, and cut energy use…