Anthropic’s In-House Chip Bet: Poaches Google’s TPU Business Founder—A “Decouple from Nvidia” Gamble on the Eve of a $200B IPO
Anthropic is shifting its strategic focus from “battling for compute power” to “building compute capacity.” The company has hired Amir Salek, the founder of Google’s custom chip business, to assemble an in-house chip team, while also collaborating with multiple partners including Fractile, Google, Broadcom, and Samsung to target approximately 3.5GW of TPU capacity by 2027. This “in-house R&D + diversified procurement” dual-track strategy is designed to break away from reliance on Nvidia and reduce inference costs. During the critical window to launch an IPO at a $200 billion valuation, Anthropic is shifting its strategic focus from “battling for compute power” to “building compute capacity,” seeking to directly take control of the foundational infrastructure that supports its explosive growth.
Dalio: U.S. debt crisis could arrive within three years—advises selling bonds, buying gold, and bitcoin
Bridgewater Fund founder Ray Dalio’s latest article says the U.S. annual budget deficit is as high as $2 trillion, and there is also about $10 trillion in debt that urgently needs refinancing. If the current trajectory is not changed, a debt crisis—"with a margin of error of about two years, either up or down, within three years"—could be on the way. He advises investors to cut back on bonds, raise the gold allocation to 10% to 15% of the portfolio, and hold a small amount of bitcoin to hedge risk. Bridgewater Fund founder and billionaire Ray Dalio issues a warning: the U.S. debt crisis could break out as soon as within three years, and advises investors to reduce their bond holdings, allocating 10% to 15% of their portfolio to gold. He also recommends holding a small amount of bitcoin to hedge risk.
Anthropic’s In-House Chip Bet: Poaches Google’s TPU Business Founder—A “Decouple from Nvidia” Gamble on the Eve of a $200B IPO
Anthropic is shifting its strategic focus from “battling for compute power” to “building compute capacity.” The company has hired Amir Salek, the founder of Google’s custom chip business, to assemble an in-house chip team, while also collaborating with multiple partners including Fractile, Google, Broadcom, and Samsung to target approximately 3.5GW of TPU capacity by 2027. This “in-house R&D + diversified procurement” dual-track strategy is designed to break away from reliance on Nvidia and reduce inference costs. During the critical window to launch an IPO at a $200 billion valuation, Anthropic is shifting its strategic focus from “battling for compute power” to “building compute capacity,” seeking to directly take control of the foundational infrastructure that supports its explosive growth.
Anthropic’s In-House Chip Bet: Poaches Google’s TPU Business Founder—A “Decouple from Nvidia” Gamble on the Eve of a $200B IPO
Anthropic is shifting its strategic focus from “battling for compute power” to “building compute capacity.” The company has hired Amir Salek, the founder of Google’s custom chip business, to assemble an in-house chip team, while also collaborating with multiple partners including Fractile, Google, Broadcom, and Samsung to target approximately 3.5GW of TPU capacity by 2027. This “in-house R&D + diversified procurement” dual-track strategy is designed to break away from reliance on Nvidia and reduce inference costs. During the critical window to launch an IPO at a $200 billion valuation, Anthropic is shifting its strategic focus from “battling for compute power” to “building compute capacity,” seeking to directly take control of the foundational infrastructure that supports its explosive growth.
There was once a sincere love placed before me, but I didn’t cherish it. If Heaven were to give me another chance, I would like to tell her that my love for you is like the surging, unending Yangtze River, flowing endlessly…
I. LUCIC's Three Core Principles: Fairness, Openness, and Justice Fairness 1. Decentralization: completely give up central authority, ensure overall funds safety, and eliminate all risks. Decentralization, completely abandon central authority, fully guarantee asset security and avoid all risks. 2. No private placement, no token pre-sale. Completely prevent the common “hustling the greens” flaws found in industry insider projects. No private placement and no token pre-sale. Completely prevent insider dumping and market manipulation. Transparency 1. All official marketing wallets have undergone dual audits by a third-party XT and Zhima, with fully transparent data that can be verified.
CoreWeave Lands Another Order From a Financial Giant: HRT Signs a Multi-Billion-Dollar Deal to Accelerate AI Computing Into the Trading Sector
Hudson River Trading ("HRT") has signed a multi-year agreement with $CoreWeave (CRWV.US)$ to build a brand-new trading research model and system using the latter’s artificial intelligence computing services. In an interview, CoreWeave’s chief revenue officer, Jon Jones, said the value of the deal is in the billions of dollars and represents a substantial deepening of the two companies’ existing partnership, but he declined to disclose the specific financial terms. Under the agreement, HRT will become one of CoreWeave’s first customers to gain large-scale access to Nvidia’s (NVDA.US) latest Vera Rubin AI chips.
🚀 #长江存储 AI narrative explosion—what opportunities does the token #长江存储 bring? 🔥 Breakthrough technology, reshaping the AI compute landscape!
Yangtze Memory succeeds in enabling 16GB RAM laptops to run a 120B-parameter model locally, thanks to its AI SSD technology. The core lies in KV-cache offloading: it intelligently tiers the massive intermediate data (KV Cache) generated during large-model runtime—keeping hot data in memory, efficiently offloading cold data to SSD, and compressing it in real time. This completely breaks the bottleneck of “large models must have large memory,” dramatically lowering the threshold for AI applications and hardware costs.
🌐 A domestic storage leader, forging the digital foundation of AI As the only IDM enterprise on the mainland that fully masters the 3D NAND flash industry chain, Yangtze Memory’s market share has already surpassed Micron and Kioxia. It also works with CXMT and others to build a localized AI cluster ecosystem of “China’s compute + storage.” In the era of AI large models, storage is the core bottleneck, and Yangtze Memory is the key force to overcome it.
📈 Strong industry momentum, accelerating the path to capitalization Yangtze Memory Holdings has initiated registration for listing advisory. Its IPO is expected to draw significant market attention. The storage industry is re-pricing—from a strong-cycle commodity market back into the core assets of AI infrastructure. The token’s issuance may offer the public a unique channel to participate in the growth of a homegrown technology leader. ⚡ Summary: Technology narrative: AI SSD solves the large-model memory bottleneck, redefining local AI inference. Ecosystem narrative: Domestic storage “two champions” (Yangtze Memory + CXMT) jointly build the compute foundation, ensuring independent control. Capital narrative: High industry momentum + IPO expectations; the token may become a new route for value discovery. #长江存储 #AI .
The Power of Persistence Persistence is not to move someone, and it is not to prove anything to anyone; it is to hope that today’s self is better than yesterday’s. The meaning of effort is never just success, but leaving no regrets! No matter how far the road is, it gets closer as you keep walking; no matter how difficult the task is, it becomes easier as you keep doing it. Life needs challenges, and it needs persistence even more. Some things aren’t things you persist in only because you’ve seen hope; rather, it’s persistence that makes you see hope. Water dripping can wear through stone—not because of the water’s power, but because of the power of persistence. Persistence lets the ordinary give birth to the extraordinary!
As night falls 🌙, set aside the noise and anxiety in your mind 📉. No need to obsess over the ups and downs of a single day 🕯️—investing is a long journey of cultivation 🧘. Stick to a spot DCA plan for BTC, ETH, BNB, and SOL ✨, No wish for overnight riches ⚡, only focus on gradual accumulation and steady refinement 🌿. Take a calm view of short-term unrealized gains and losses 💸, hold on to quality positions 🪙, and follow your own investment discipline 💎. Time will filter out the assets truly worth holding ⌛—patiently waiting for the cycle to bloom and bring your own share of benefits 🚀. Take a good rest 🌃, keep your inner peace 🕊️, and keep moving forward steadily tomorrow 💪 ☞ Risk notice: Crypto assets are high-risk assets. This article is only my personal reflections and does not constitute any investment advice.
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🧧 Recognize the current market environment and its boundaries—don’t waste your bullets in price action that isn’t meant for you.
More than 70% of the time, the market is in consolidation (range-bound); only a small portion of the time produces one-sided trends with extreme profitability.
Trend strategies die from frequent choppy consolidation, while range strategies die from one-sided breakouts—this is the market’s objective rule.
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BTC breaks through $77,000! Weekly rise exceeds 20%, setting a record 🚀 Institutional funds are flooding in—net inflows into ETFs in a single day exceed $500 million! Coupled with the tailwinds from regulatory bills and the U.S. Treasury Secretary’s actions, the bulls surged strongly, while shorts were met with brutal liquidations. Market liquidity has been fully activated, and high-quality Web3 sectors are entering a golden opportunity for strategic positioning. $ In this bull-market rebound, how many ten-thousands do you think BTC can stand above?
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