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Anthropic's $7 Billion Chip Bet, and the Rival Quietly Paying It $10 Billion a Year

Anthropic went far enough into buying a chip startup to attach a $7 billion price tag to it, then walked away. Around the same time, the company publicly criticizing Anthropic's approach to AI turned out to be one of its biggest customers, projecting up to $10 billion a year on Claude. Two separate stories, one obvious theme: nobody in this industry can afford to only be somebody else's rival anymore.

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