This sucks. Can’t see how I can use it/ benefit from it if I can’t access it. I hope Anthropic extends the period subscribers can use it to make up for this move by the government.

'Stargate' TV Series From Martin Gero Not Moving Forward at Amazon WTF @amazon ? #Stargate #SG1 #SGA #SGU variety.com/2026/tv/news/sta…

Having a monopoly on AWS certainly helped Anthropic. The new AMZN/OAI deal may change this equation @Midnight_Captl

These Reddit posters are right. Only the Anthropic-pilled Ivy League liberal arts grads in D.C. think tanks would literally cede global AI chip platform leadership (when the USA had already won!) for no long-term gains. (Note: I'm an Ivy League history grad, so I recognize the idiocy. I remember a foreign policy seminar where the students who wanted to be diplomats in State Dept. had zero technical knowledge of military capability)

Much of Dwarkesh's argument hinges on this statment which *was* accurate but will be increasingly inaccurate on a go forward basis imo:    “American labs port across accelerators constantly. Anthropic's models are run on GPUs, they're run on Trainium, they're run on TPUs. There are so many things you can do, from distilling to a model that's well fit for your chips.”   As system level architectures diverge (torus vs. switched scale-up topologies, memory hierarchies, networking primitives), true portability is eroding. The Mi300 and Mi325 had roughly the same scale-up domain size as Hopper while Blackwell’s scale-up domain is 9x larger than the Mi355 scale-up domain, etc. Many frontier models are now being explicitly co-designed for inference on specific hardware like GB300 racks. Codex on Cerebras is another example. Those models run less efficiently on other systems and the performance differentials will only widen. A model that runs well on Google’s torus topology will run less efficiently on Nvidia’s switched scale-up topology and vice versa - the data traffic is fundamentally different as a byproduct of the models being parallelized across the different topologies. Google’s internal teams - and increasingly the Anthropic teams as they become the most important customer of almost every cloud - have the luxury of operating across the stack (models, chips, networking) - but that is not the case for the rest of the market and other prospective users. Anthropic is the exception, not the rule. To wit, Anthropic and Google allegedly have a mutual understanding where Anthropic can hire the TPU engineers they need every year to ensure that they can continue to get the most out of the TPU. Given the overwhelming importance of cost per token to the economics of the labs, models will be run where they run best. Most extremely large MoE models will run best on GB300s given the importance of having a switched scale-up network like NVLink for MoE inference. When training was the dominant cost for labs and power was broadly available, labs were optimizing to minimize capex dollars. Model portability was a way to create leverage over suppliers. I think that drove a lot of the focus on portability. Today, inference costs as measured by tokens per watt per dollar are everything. Inference is way more important than training costs (inference is effectively now part of training via RL). Labs are therefore now optimizing for inference. This means increasing co-design and higher go-forward switching costs for individual models between systems. I do think this explains why Anthropic and Nvidia came together: Anthropic needed Blackwells and Rubins to inference at least *some* of their models economically. And Mythos might just end up being released coincident with the availability of Rubins for inference. TLDR: as labs shift their focus from training to inference, the costs of portability and the upside of co-design to maximize tokens per watt per dollar both rise. Portability is likely to begin decreasing as a result.   I think what I might have respectfully added to Jensen’s answer is that systems evolve under local selective pressures. The evolutionary pressure in America is a shortage of watts so it makes sense for Nvidia to optimize, as an American company, for power efficiency and tokens per watt and stay on copper as long as possible. China has a surfeit of watts. Chinese AI systems are already taking advantage of this with the Huawei Cloudmatrix 384 and Atlas SuperPoD having an optical scale-up domain that is much larger than anything offered by Nvidia today at the cost of *much* higher power consumption and much lower tokens per watt. The networking primitives for this Huawei system are very different than those for Nvidia’s systems and a model that runs well on Nvidia will not run well on that system and vice versa. This means that if a Chinese ecosystem gets momentum, Chinese models might stop running well on American hardware. And when Chinese models run best on American hardware, America is in a better position as this gives America a degree of leverage and control over Chinese AI that it risks losing to an all-Chinese alternative ecosystem.   This architectural fork makes porting and distillation less effective and strengthens the pro-American national security case for selling China deprecated GPUs imo. Also I will attest that I did not wake up a loser this morning.

SCOOP: Leaked photo of the first AI compute data centre that Allbirds built with its recent $50m investment. Insiders say that the rack has enough capacity to provide tokens for 7 AI chatbot users.

I love it!

We replaced all our subscriptions with custom AI software. Monthly spend dropped from $750 in SaaS to just $4570 in LLM tokens. A big win! As a bonus, the team now spends half their time fixing vibe-coded bugs instead of using working tools. But at least we own the stack.

My Day 1 GTC recap: Tl;dr - it was all about the claw 🦞 Not just chips. Not just benchmarks. Not just the usual roadmap talk. NemoClaw was one of the biggest signals of the day, and I don’t think most investors fully understand that yet. $NVDA

⁦@Midnight_Captl⁩ It begins (continues?): theinformation.com/articles/…

I’m heading to @NVIDIAGTC in San Jose March 16-19 — and giving away a Jetson Orin Nano Super to one of you. 500 sessions on AI infrastructure, physical AI, and agentic systems. The conference for builders. Follow RT to enter. Register free 👇 nvda.ws/4c4Etll

Exclusive: China gives green light to importing first batch of Nvidia's H200 AI chips, sources say | Reuters reuters.com/world/china/chin…

Iran got rid of their Jews, umm I mean Israelis, long ago. There’s nobody to blame for the massacre or their own civilians. It’s not like we can call it a genocide without Jews, I mean Israelis. They’re killing each other, I mean the people with guns are killing the other people.

The Cabinet of any President who considers attacking a fellow NATO member should invoke the 25th Amendment to prevent going to war with an ally.

So you think that without Coreweave and the other neoclouds NVDA wouldn’t have enough customers for its chips? Really?

You don’t care about Palestine. How do I know? One Word. Sudan. CNN has just published a detailed, months-long investigation documenting ethnically targeted mass killings carried out by Sudan’s army and its allied militias. The reporting describes civilians being executed, bodies dumped into canals, and mass graves concealed until satellite imagery revealed wrapped corpses surfacing as the water receded. Investigators traced responsibility back to senior levels of command. The scale is absolutely staggering. More than 150,000 civilians are believed to have been killed. Nearly 12 million people have been displaced. Entire regions are facing famine. Non-Arab communities have been targeted at checkpoints, driven from their villages, and in some cases wiped out entirely. Women interviewed by investigators described watching their children executed. Weeks later, bodies were still being carried downstream by the canals. A UN investigator quoted by CNN described the campaign as a “targeted extermination of people.” If concern for civilian life were really the driving force behind today’s activism, Sudan would be impossible to ignore. Yet there are no campus encampments demanding action, no mass ceasefire marches, no viral influencer monologues, and no celebrities posting flags or slogans. The usual explanation is that Israel is different because the United States supports it militarily, and that protests are really about American complicity rather than the tragedy itself. I don’t buy it. If mass killing only matters when it can be blamed on your own country, that is a deeply self-centered way of engaging with human suffering. These same voices regularly insist that silence is complicity and that there is always something one must do, even when the odds of success are low. That principle is suddenly abandoned when Sudan comes up. No one genuinely believes that protesting Israel under a Trump administration is likely to change Israeli policy. People protest anyway because they believe public expression itself has moral value. That logic does not disappear because the victims are Sudanese, yet it is treated as if it does. There is also a tendency to pretend that the United States is simply powerless in Sudan, which is not true. This is not an argument for American troops on the ground, and it is reasonable to oppose that idea. But the United States is the most powerful military and diplomatic actor on the planet. If it wanted to exert serious pressure, coordinate large-scale evacuations, isolate leadership, enforce consequences, or push negotiations using the full weight of its influence, it could. Even short of military action, there are many tools available. The reality is not that nothing can be done. It is that no one wants to do anything. Sudan does not offer the emotional payoff or political symbolism that Israel does. It does not fit neatly into Western ideological narratives, and it does not allow people to perform virtue without cost. Sudan has everything people claim to care about: ethnic cleansing, mass graves, famine, millions of refugees, and overwhelming evidence documented by satellite imagery, whistleblowers, and international investigators. Even CNN could not soften what it found. And still, there is silence. That silence says far more than the slogans ever did. Your outrage is not humanitarian. It is selective, ideological, and narrowly focused on one country, while far worse atrocities are treated as background noise. You don’t care about Palestine. You care only about the tragedy you can blame on the Jews.