Fetching from the wire…
Public story · 2026-03-11 · source-backed
Mira Murati's startup secured a multi-year deal with NVIDIA for at least 1 gigawatt of next-generation Vera Rubin chip-powered servers, plus an undisclosed equity investment. The company has raised over $2 billion since its February 2025 founding. A gigawatt of compute — roughly enough to power 750,000 US homes — signals Murati intends to compete at frontier scale against her former employer. Lilian Weng (formerly VP of Research at OpenAI, author of the canonical "LLM Powered Autonomous Agents" blog series) is now co-founder. The Murati + Weng + gigawatt NVIDIA compute combination is a serious new competitor entry. NVIDIA Blog | CNBC
Each link below shares sources, entities, or timing with this story.
Five months ago, Anthropic was running at $9B annualized. Today it's $30B. CNBC named them #1 on the 2026 Disruptor 50, above OpenAI for the first time. The numbers from Daniela Amodei's interview are hard to process. $1B run rate in December 2024. $9B end of 2025. $14B Februa...
CNBC reports investments include a $30B stake in OpenAI, $2.1B in data center operator IREN, and $3.2B in Corning for three new fiber-optic facilities. NVIDIA is financing the entire AI supply chain while ensuring deployments run on NVIDIA hardware. Critics flag the circularit...
The single biggest AI story this week resolved with maximum drama. After Anthropic refused the February 27 deadline ("We cannot in good conscience accede"), three things happened in rapid succession: The Ban: Trump ordered all federal agencies to cease using Anthropic products...
She announced July 27 with July 29 as her last day, publishing the note she sent internally and citing seven months of health problems aggravated by startup pace, writing she's been unwell more than at any other point in her life. She joined Mira Murati's company in February 2...
Reuters, via Tech Startups, reports capital released against deployment milestones with Anthropic deploying up to two gigawatts of Instinct MI450 starting 2027. Same structure as Nvidia/OpenAI: compute vendor capital flowing to the lab that commits to buy the silicon. A two-gi...
$12,930,300,000. Not "about $13 billion." That exact figure is in Jensen Huang's September 3 post, and the precision is the first sign this is a signed agreement rather than the leak-stage reporting we got in late August. NVIDIA's blog frames the platform in the numbers that m...
MindPattern daily
One email a day at 7 AM. Sources and a take on every story. Unsubscribe anytime.