#compute
5 published articles
Anthropic publishes an R&D Automation Index: 26% AL4, 90%+ AL3
Three public pace metrics from inside Anthropic: AI-led R&D share, agent oversight coverage, and safety compute allocation.
Follow the cash path, not the press kit
NVIDIA puts capital and credit behind OpenAI. OpenAI buys cloud. The clouds buy GPUs. The headline still reads like fresh growth.
NVIDIA says Vera Rubin is in full production
10x vs Grace Blackwell, SPDX of the MGX design, export licenses, and a firm shipment week are not disclosed.
OpenAI closes $122 billion round at an $852 billion post-money valuation
31 March 2026 company post: the figure is committed capital and does not measure cash in the bank. Amazon, NVIDIA, and SoftBank anchored after a 27 February $110 billion step.
H200 and MI325X China licenses go case-by-case, still not a general license
BIS final rule 2026-00789, effective 15 January 2026, reviews U.S. exports of those SKUs case by case if exporters certify U.S. supply, a 50 percent TPP cap, KYC, and U.S. third-party testing. Reexports stay denied.