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Oracle is investing around $40 billion in Nvidia chips for a new OpenAI data center in Abilene, Texas, reports the Financial Times. The first "Stargate" project will use about 400,000 Nvidia GB200 chips and is expected to deliver 1.2 gigawatts of power, ranking among the world's largest AI data centers. Oracle will rent the computing power to OpenAI. The facility is owned by investment firm Blue Owl Capital and data center startup Crusoe, which raised $15 billion in funding. Operations are set to begin in mid-2026. Stargate itself is not financially involved. OpenAI also plans a similar project in Abu Dhabi with other partners.

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Anthropic shifted its focus away from chatbots at the end of last year, according to head of science Jared Kaplan. In a recent interview, Kaplan explained that the company is now prioritizing more complex tasks like research and programming. This new direction is also reflected in the latest Claude 4 models, which are designed with agent-based applications in mind. Kaplan acknowledges that tackling these kinds of advanced tasks comes with a higher risk of models behaving unpredictably. As a result, Anthropic is putting a strong emphasis on minimizing those risks. Programming remains a particular strength for the company’s models—a core capability that has made Anthropic especially popular with developers. The approach appears to be paying off: Anthropic's annual revenue has doubled, reaching two billion dollars.

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