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AXIOS (Madison Mills) - Anthropic CEO Dario Amodei says he does not support open-weight AI ban

Anthropic CEO Dario Amodei said Monday that he has "never advocated" for a ban on open-weight AI models , rejecting accusations that his lab is seeking to shield its closed-model business from competition. Why it matters: Anthropic has become the most prominent holdout from a new industry push to defend open-weight AI, after Nvidia, Microsoft, Meta, Google, OpenAI and dozens of other companies signed a letter urging Washington not to restrict the technology. - The push was triggered by the shock debut of Kimi K3 , a Chinese open-weight model that rattled Silicon Valley by approaching U.S. frontier performance at a fraction of the cost. - The Trump administration has weighed taking action against open-source models, including sanctions…

Anthropic CEO Dario Amodei said Monday that he has "never advocated" for a ban on open-weight AI models , rejecting accusations that his lab is seeking to shield its closed-model business from competition. Why it matters: Anthropic has become the most prominent holdout from a new industry push to defend open-weight AI, after Nvidia, Microsoft, Meta, Google, OpenAI and dozens of other companies signed a letter urging Washington not to restrict the technology. - The push was triggered by the shock debut of Kimi K3 , a Chinese open-weight model that rattled Silicon Valley by approaching U.S. frontier performance at a fraction of the cost. - The Trump administration has weighed taking action against open-source models, including sanctions…Open

AXIOS (Madison Mills) - Startup bets that investors want to trade compute like a commodity

Ornn, an Andreessen Horowitz-backed startup, raised a $33 million seed round to build a marketplace for trading the computing power that underpins today's AI boom, similar to what exists for oil traders. Why it matters: Investors increasingly want to trade compute like a commodity, betting it could make the historically expensive AI buildout more sustainable and efficient. Catch up quick: Commodity markets let companies use futures contracts to lock in prices for volatile raw materials. - Think airlines locking in jet fuel prices or manufacturers hedging metals prices, which helps them reduce the risk of price fluctuations. - But AI companies don't have an equivalent market for compute, a problem the 20-something founders of Ornn and a…

Ornn, an Andreessen Horowitz-backed startup, raised a $33 million seed round to build a marketplace for trading the computing power that underpins today's AI boom, similar to what exists for oil traders. Why it matters: Investors increasingly want to trade compute like a commodity, betting it could make the historically expensive AI buildout more sustainable and efficient. Catch up quick: Commodity markets let companies use futures contracts to lock in prices for volatile raw materials. - Think airlines locking in jet fuel prices or manufacturers hedging metals prices, which helps them reduce the risk of price fluctuations. - But AI companies don't have an equivalent market for compute, a problem the 20-something founders of Ornn and a…Open

AXIOS (Madison Mills) - OpenAI co-founder Andrej Karpathy joins Anthropic

Andrej Karpathy, one of the best-known AI researchers in the world and a founding member of OpenAI , announced Tuesday that he's joining rival AI lab Anthropic . Why it matters: The hire is a major coup for Anthropic in the high-stakes competition for elite AI talent — and another sign the company is emerging as a magnet for some of the industry's most respected technical minds. Driving the news: Karpathy will start this week on Anthropic's pre-training team, which is responsible for the massive training runs that give Claude its core knowledge and capabilities, according to Anthropic. - Karpathy will help launch a new team focused on using Claude itself to accelerate pretraining research — an increasingly important frontier as AI…

Andrej Karpathy, one of the best-known AI researchers in the world and a founding member of OpenAI , announced Tuesday that he's joining rival AI lab Anthropic . Why it matters: The hire is a major coup for Anthropic in the high-stakes competition for elite AI talent — and another sign the company is emerging as a magnet for some of the industry's most respected technical minds. Driving the news: Karpathy will start this week on Anthropic's pre-training team, which is responsible for the massive training runs that give Claude its core knowledge and capabilities, according to Anthropic. - Karpathy will help launch a new team focused on using Claude itself to accelerate pretraining research — an increasingly important frontier as AI…Open

AXIOS (Amy Harder) - Nvidia's race to outpace physics

Nvidia's chips are improving at such a staggering pace that it defies any historical comparison. Why it matters: Without these gains — which are drawing increased attention as AI transforms society — physics would slam the brakes on the data center boom. Driving the news: Nvidia CEO Jensen Huang said Monday he expects the company to reap "at least" $1 trillion in revenue for its newest chips through 2027. - It posted record sales and earnings last month , fueled by skyrocketing orders from Big Tech data center companies. By the numbers: Nvidia has historically dominated the market. But its cumulative share has dropped from 100% in the first quarter of 2022 to 65% in the fourth quarter of last year, according to the research and…

Nvidia's chips are improving at such a staggering pace that it defies any historical comparison. Why it matters: Without these gains — which are drawing increased attention as AI transforms society — physics would slam the brakes on the data center boom. Driving the news: Nvidia CEO Jensen Huang said Monday he expects the company to reap "at least" $1 trillion in revenue for its newest chips through 2027. - It posted record sales and earnings last month , fueled by skyrocketing orders from Big Tech data center companies. By the numbers: Nvidia has historically dominated the market. But its cumulative share has dropped from 100% in the first quarter of 2022 to 65% in the fourth quarter of last year, according to the research and…Open