DeepSeek

Anthropic Overtakes OpenAI as Hottest AI Upstart

Anthropic has accelerated ahead of OpenAI in the frontier AI model race, more than doubling its revenue from Q1 to Q2 while OpenAI’s revenue rose about 18% and its operating margins worsened, the Wall Street Journal reported. Reuters reported that Anthropic projects as much as $200 billion in 2028 revenue versus OpenAI’s $47 billion run rate disclosed in May. Analysts say the shift could reshape partner and supplier dynamics: companies tied to OpenAI (Oracle, CoreWeave, Broadcom, SoftBank) may face downside while cloud and chip providers tied to Anthropic (Google/Alphabet, Amazon) could benefit because Anthropic sources most compute from Google and Amazon. Market observers note interoperability via open-weight models and the potential for commoditization of frontier AI, but most do not expect OpenAI to disappear. The story is framed as market analysis with implications for stocks and industry supply chains.

Four New Frontier AI Model Releases

The article summarizes four recent AI model announcements: DeepSeek shipped the general-availability V4‑Pro, Z.ai introduced GLM‑5.3, and NVIDIA released Nemotron 3.5 Lightning alongside NeMo Switchyard. The newsletter notes benchmark tables accompanying the releases and provides a concise technical discussion of the models to keep readers current on frontier LLM developments. The piece is a short, analytical roundup of these model releases aimed at readers tracking advances in large language models and inference infrastructure.

U.S. Moves to Close Remote-Access Loophole for Nvidia Chips

The U.S. has banned exports of Nvidia’s most advanced AI chips to China, but officials and lawmakers are increasingly concerned that Chinese firms are circumventing those controls by using remote access to chips housed in Southeast Asian data centers. Reports name Moonshot AI and other Chinese firms using overseas facilities to tap Nvidia GB300 compute. A proposed bill, the Remote Access Security Act (RASA), passed the House and would expand export controls to cover remote cloud access; it has not passed the Senate. The Commerce Department’s Bureau of Industry and Security (BIS) could also issue rules to restrict remote access, but policymakers face technical and enforcement challenges, including defining covered compute and implementing robust know-your-customer measures.