Together AI jumped 14 points today as OpenAI committed 10 gigawatts in Ohio, Anthropic signed with Google, and Mistral launched 18,000 GB200s in France. The entire infrastructure market shifted in 48 hours and Together responded not with data centers or new services, but with a hiring spike. Jordan and Alex break down why the timing matters more than the numbers, and what to watch for in the next 14 days to know if this was a smart move or reactive theater.
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Today's blog: https://leadscoope.com/blog/together-ai-2026-06-19