Saturday, May 2, 2026

Sources: Anthropic is in early talks to buy AI inference chips from UK-based Fractile when they become available in 2027 (The Information)

The Information:
Sources: Anthropic is in early talks to buy AI inference chips from UK-based Fractile when they become available in 2027  —  As Anthropic's sales explode, straining the servers it uses, the company is considering adding another source of AI server chips in addition to existing suppliers Google, Amazon and Nvidia.



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Nintendo's share price has fallen by ~45% since August 2025, as rising memory chip costs drive investor concerns over profit margins for the Switch 2 (David Keohane/Financial Times)

David Keohane / Financial Times : Nintendo's share price has fallen by ~45% since August 2025, as rising memory chip costs drive inve...