Open Source AI

AI Markets

Compute Scarcity Overrides Ideology as Anthropic Rents Musk’s Nvidia Supercomputer

Despite public attacks, Musk and Anthropic now share infrastructure—exposing how hardware bottlenecks, not model quality, dictate AI competition.

8 min read ·
AI

Mistral Bets on Customization Over Model Quality as AI Competition Shifts to Enterprise Lock-In

Paris-based AI lab launches Forge platform for enterprise model training, targeting $1 billion revenue by positioning as infrastructure alternative to OpenAI and Anthropic.

7 min read ·