AI Unfiltered

AI Unfiltered

First Cyber, Then Chips: The Open AI vs Anthropic's has moved to Hardware‑Level.

Quick look at the OpenAI’s 18‑Billion‑Dollar Chip Hangover plus Anthropic’s UK Side Quest: Fractile and the Cheap‑Silicon Gambit

Poonam Parihar's avatar
Poonam Parihar
May 09, 2026
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Anthropic Bets on Fractile: AI Inference Cost War by 2027 · KAD

As much as I’d like to focus on other corners of the AI world, the past few weeks keep circling back to the same two labs, no matter which stack you care about. It’s understandable there’d be parallels, but this year OpenAI and Anthropic feel like they’re almost shadowing each other. One week Anthropic is in the headlines with a scary‑good cyber model; …

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