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Anthropic's Samsung Silicon Bet: A $19 Billion Compute Bill, Custom Inference Chips, and the Road to a Record October IPO
Anthropic is reportedly designing its first custom AI inference chip and holding early talks with Samsung about manufacturing it on a two nanometer process, a direct strike at a compute bill approaching $19 billion this year. Chris and Laura unpack the economics behind the move, the OpenAI Jalapeno precedent, the Samsung versus TSMC calculus, and why it all lands just months before a confidentially filed IPO that could raise more than $60 billion.
Hosted by Chris and Laura.
The DX Today Podcast brings you daily deep dives into the most consequential stories in the AI ecosystem.
#AI #Anthropic #Samsung #AIChips #AIIPO
Apple Sues OpenAI: Trade Secrets, the Siri Switch to Gemini, and the End of Big Tech's AI Partnership Era
Apple has filed a federal lawsuit accusing OpenAI of stealing hardware trade secrets at every level of the company, citing more than 400 former employees, its onetime hardware chief, and the $6.4 billion Jony Ive io Products deal. In the same window, Apple confirmed the new Siri arriving this autumn will run on Google Gemini instead of ChatGPT. Rick and Laura break down the allegations, the legal standard Apple must meet, the IPO stakes for OpenAI, and why the cooperation era of Big Tech AI is over.
Hosted by Rick Spair and Laura.
The DX Today Podcast brings you daily deep dives into the most consequential stories in the AI ecosystem.
#AI #Apple #OpenAI #Siri #Gemini
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The DX Today Podcast: Real Insights About AI and Digital Transformation
Tired of AI hype and transformation snake oil? This isn't another sales pitch disguised as expertise. Join a 30+…