********Big Tech roadmaps & custom silicon reshape where agents run********
Key Questions
What are Anthropic's recent developments in cyber defense?
Anthropic previewed Mythos/Glasswing for cyber defense, backed by a $30B run-rate and partners like Microsoft, Google, Nvidia, and JPMorgan. Meta appears to have the largest contract with Anthropic.
What deals involve Broadcom and custom silicon?
Broadcom secured TPU and 3.5GW deals with Anthropic, fueling custom ASIC surge. This reshapes where AI agents run amid Big Tech roadmaps.
What delays are affecting Nvidia's Rubin platform?
Nvidia's Rubin faces HBM4 delays, impacting supply with 1.5M units expected in 2026. Rubin Ultra targets 1TB HBM, amid $300B capex across Big Tech.
What is the Microsoft-Yobi partnership?
Microsoft partners with Yobi on a 700B parameter AI model using Azure to predict consumer intent from purchases and visits. This advances custom models for enterprise.
What collaborations are happening between Nvidia and Intel?
Nvidia and Intel may team up on Serpent Lake edge SoCs with RTX graphics. This targets edge AI, reshaping agent deployment locations.
What is Meta's involvement with Claude and training scale?
Meta is reportedly Anthropic's largest contract holder and trained Claude on 60T tokens. This underscores massive scaling in AI infrastructure.
What is the scale of Big Tech's AI capex?
Big Tech is committing $300B in capex, with investments like Google’s $32B Wiz bid and OpenAI’s ChatGPT Tubi app. This fuels custom silicon and agent roadmaps.
What open models were highlighted?
Nemotron 3 Super 120B is an open model release, alongside efforts like OpenAI, Anthropic, and Google coordinating to curb model copying. Custom silicon shifts agent run locations.
Anthropic Mythos/Glasswing cyber defense preview ($30B run-rate, partners MS/Google/Nvidia/JPM); Broadcom TPU/Anthropic 3.5GW deals; Nvidia Rubin HBM4 delays; Nemotron 3 Super 120B open; Nvidia-Intel Serpent Lake edge SoC; MS-Yobi 700B; Meta Claude 60T tokens; OpenAI ChatGPT Tubi app; Google Wiz $32B; $300B capex; Rubin Ultra 1TB HBM.