OpenAI

Compute scales about 3x every two years; memory bandwidth scales under 2x. NVIDIA, AMD, Google, Intel, and OpenAI each answered that gap differently.

OpenAI and Anthropic stood up deployment companies a week apart in May, both on outside capital, some of it from the same firms already financing the chips.

The 50-author MRC paper gives Ethernet its first multi-vendor, open-spec, production-trace answer to the one argument InfiniBand had left at frontier-training scale.

AI inference costs have fallen 1,000x yet agentic workloads still cost hundreds daily, as Anthropic blocking OpenClaw from subscriptions proves consumer pricing cannot absorb real infrastructure economics.