Anthropic is talking to a small UK chip startup called Fractile about buying their inference chips once they're ready next year， basically another move to stop being so dependent on Nvidia.

What's really interesting is that Fractile is using the Anthropic deal as a selling point to raise $100 m from investors， so Anthropic's buying power is literally shaping who gets funded in the chip world. Also tells you that inference costs are still eating into margins pretty badly， even with revenue tripling.