Awaiting gradingNvidia's real moat is software, not silicon. Can AI coding tools crack it in a year?Huawei's Ascend 950DT deployment was moved up to August 2026, with DeepSeek V4.2 cited as a potential early adopter. Check by end of October 2026 whether DeepSeek's V4-series actually runs at scale on Huawei chips with published benchmarks signaling a narrowing CUDA gap.
MissAMD and Anthropic sign a multi-billion dollar chip supply deal, with AMD investing up to $5 billion back into AnthropicIn its Q2 earnings release on 2026-08-04, AMD explicitly reaffirmed the chip supply deal with Anthropic (up to 2 gigawatts of MI450 chips, with 1GW of deployment starting in H1 2027) in both its press release and conference call. However, the 'up to $5 billion AMD investment back into Anthropic' portion was not separately reaffirmed in this earnings material, there was no report of it being scaled back or withdrawn, but it also went unmentioned, so only one of the prediction's two conditions (the chip supply deal and the reverse investment) was confirmed.