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Policy South Korea announces $1T+ AI, chip mega-investment led by Samsung, SK Hynix through 2035 Chips G.Skill AMD EXPO ULL RAM hits $1,099; 57–79% premium over standard EXPO for tight timings Funding OpenAI, Anthropic Confidentially File for IPOs; Race for 2026 Debuts at $1T+ Valuations Breaking Five DeepMind Researchers Exit Alphabet to Anthropic and OpenAI in Single Week Funding SpaceX Buys Cursor for $60B, Largest Startup Acquisition Ever Chips Zluda CUDA emulator loses funding again; back to hobby project with PhysX gains Chips NVIDIA revives 5-year-old RTX 3060 12GB at $339; GDDR6 shortage drives budget GPU strategy Chips Claude in Microsoft Foundry now runs on NVIDIA GB300 Blackwell Ultra in Azure Funding SpaceX acquires Cursor for $60B in all-stock deal, largest VC-backed startup acquisition ever Market Alphabet joins Dow Jones after +4% Monday pop, but stock tracking worst month since Feb 2025 amid AI headwinds Funding SpaceX exercises $60B option to acquire Cursor, AI coding startup, in largest VC-backed M&A deal ever Breaking Quantinuum partners with HPE on hybrid quantum-HPC-AI testbeds for enterprise Policy NIST launches Quantum Manufacturing Engineering Center with SRI; $20M to accelerate scalable quantum component production Chips Firefly Aerospace deploys NVIDIA Jetson for on-orbit lunar AI processing; Blue Ghost Mission 2 targets late 2026 Chips Qualcomm Acquires Modular for ~$4B; Ex-Apple/Google AI Startup Brings Multi-Vendor Chip Abstraction Chips China Scales Domestic GPU Clusters; Moore Threads, Huawei, Alibaba Each Deploy 10,000-Card Infrastructure Funding DeepSeek Closes $7.4B Series A; Founder, Tencent, CATL Back China's AI Champion at $52–59B Valuation Chips South Korea Announces $520B Public-Private Chip Investment; Samsung, SK Hynix Build 4 HBM Fabs Breaking Comcast to spin off NBCUniversal and Sky in tax-free split; stock surges 25% on announcement Research Artificial neuron on silicon chip discovered; mimics brain efficiency, could slash AI power use Policy South Korea announces $1T+ AI, chip mega-investment led by Samsung, SK Hynix through 2035 Chips G.Skill AMD EXPO ULL RAM hits $1,099; 57–79% premium over standard EXPO for tight timings Funding OpenAI, Anthropic Confidentially File for IPOs; Race for 2026 Debuts at $1T+ Valuations Breaking Five DeepMind Researchers Exit Alphabet to Anthropic and OpenAI in Single Week Funding SpaceX Buys Cursor for $60B, Largest Startup Acquisition Ever Chips Zluda CUDA emulator loses funding again; back to hobby project with PhysX gains Chips NVIDIA revives 5-year-old RTX 3060 12GB at $339; GDDR6 shortage drives budget GPU strategy Chips Claude in Microsoft Foundry now runs on NVIDIA GB300 Blackwell Ultra in Azure Funding SpaceX acquires Cursor for $60B in all-stock deal, largest VC-backed startup acquisition ever Market Alphabet joins Dow Jones after +4% Monday pop, but stock tracking worst month since Feb 2025 amid AI headwinds Funding SpaceX exercises $60B option to acquire Cursor, AI coding startup, in largest VC-backed M&A deal ever Breaking Quantinuum partners with HPE on hybrid quantum-HPC-AI testbeds for enterprise Policy NIST launches Quantum Manufacturing Engineering Center with SRI; $20M to accelerate scalable quantum component production Chips Firefly Aerospace deploys NVIDIA Jetson for on-orbit lunar AI processing; Blue Ghost Mission 2 targets late 2026 Chips Qualcomm Acquires Modular for ~$4B; Ex-Apple/Google AI Startup Brings Multi-Vendor Chip Abstraction Chips China Scales Domestic GPU Clusters; Moore Threads, Huawei, Alibaba Each Deploy 10,000-Card Infrastructure Funding DeepSeek Closes $7.4B Series A; Founder, Tencent, CATL Back China's AI Champion at $52–59B Valuation Chips South Korea Announces $520B Public-Private Chip Investment; Samsung, SK Hynix Build 4 HBM Fabs Breaking Comcast to spin off NBCUniversal and Sky in tax-free split; stock surges 25% on announcement Research Artificial neuron on silicon chip discovered; mimics brain efficiency, could slash AI power use
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Claude in Microsoft Foundry now runs on NVIDIA GB300 Blackwell Ultra in Azure

Anthropic's Claude models in Microsoft Foundry, hosted on Azure and running on NVIDIA's GB300 Blackwell Ultra GPUs, are now generally available. Microsoft has deployed the world's first large-scale production cluster with over 4,600 Blackwell Ultra GPUs connected via NVIDIA Quantum-X800 InfiniBand, each rack integrating 72 Blackwell Ultra GPUs and 36 NVIDIA Grace CPUs into a cohesive unit optimized for reasoning models, agentic AI, and multimodal generative AI.

The cluster delivers exceptional memory bandwidth: 37 terabytes of unified fast memory per rack (20 TB HBM3E GPU + 17 TB LPDDR5X CPU), 130 TB/s NVLink bandwidth within each rack, and up to 1.44 exaflops of FP4 Tensor Core performance per VM. Cross-rack, 800 Gb/s of interconnect per GPU via Quantum-X800 InfiniBand enables non-blocking scale to tens of thousands of GPUs. Microsoft says this infrastructure reduces model training from months to weeks and supports training of models exceeding 100 trillion parameters.

In recent MLPerf Inference v5.1 benchmarks, the GB300 NVL72 delivered up to 5x higher throughput per GPU on DeepSeek-R1 (671B parameters) versus NVIDIA Hopper, with leadership performance on Llama 3.1 405B and other newer benchmarks. The architecture is purpose-built for test-time scaling and agentic reasoning, where longer thought chains and tool calls drive higher compute variance.

For architects deploying Anthropic models at scale, this marks a shift in the inference stack: Blackwell Ultra's redesigned memory and networking are optimized for reasoning workloads with high context and long-form outputs. Enterprises on Azure now get Claude backed by the densest NVIDIA fabric available, making it viable to run trillion-parameter reasoning models in production without relying on batching tricks. This is the infrastructure inflection for cost-per-token competitive reasoning.

Sources