Anthropic and OpenAI say they’ve disproved a key tenet of computer science. Researchers are struggling with the fall but also feel like “overexcited bunnies” as they look at new questions to explore.

General Compute is betting on inference chips from outside the Nvidia ecosystem.

Anthropic is reportedly struggling to secure enough compute from cloud providers that increasingly view it as a competitor, even as its infrastructure spending balloons ahead of a planned November IPO.