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Tianshu Zhixin TianGai 300 publishes benchmark tests, inference throughput reaches 1.05x that of H200

X.PIN relays benchmark data for Tianshu Zhixin's TianGai 300, claiming that its throughput in standard inference tests is 1.05 times that of Nvidia's H200. Under MoE workloads, performance improves by 15% and first-token latency drops by 30%, and when fine-tuning Qwen3-32B, its speed is 1.33 times that of the H100.

Anthropic accounts for 34.5% of SpaceX's Q3 revenue, becoming its largest customer

Bloomberg disclosed that Anthropic accounts for 34.5% of SpaceX's Q3 revenue of $14.575 billion, surpassing the U.S. government to become its largest customer. SpaceX's filing labels this customer only as Customer B, and the related payments are for renting Nvidia GPU compute capacity at its Memphis data center; this compute leasing business also serves Google. Anthropic's S-1 filed on October 26 shows that its arrangement with SpaceX reaches up to $120.5 billion by 2029, while its commitments to Google, Amazon, and Microsoft are minimum values of at least $114.5 billion, $110 billion, and $44.9 billion, respectively.

Schwarz Group leads Cohere's Series E funding of up to CAD 7 billion

Cohere has completed its Series-E funding, targeting a size of up to CAD 7 billion (about EUR 4.7 billion), at a valuation of about CAD 35.7 billion (about EUR 23.9 billion), led by Schwarz Group, the parent company of Lidl and Kaufland, with participation from existing investors including the Canadian government and Nvidia. Cohere had previously merged with Heidelberg-based Aleph Alpha—in effect, Cohere acquired the latter—and Heidelberg continues to serve as a research and development base. Cohere focuses on Sovereign AI for enterprises and governments, and its technology can run in private clouds, on proprietary infrastructure, or in fully isolated environments. Schwarz Group plans to integrate Cohere models into its own STACKIT cloud.

Anthropic IPO filing shows $131.7 billion in cash and short-term investments

Anthropic's IPO filing shows it holds $131.7 billion in cash and short-term investments, a scale exceeding that of Amazon and Microsoft; among U.S. non-bank companies, only Berkshire Hathaway and Alphabet hold more, and it exceeds the combined total of Nvidia and Apple. Its cash and equivalents rose from $17.4 billion at the end of 2025 to $112.4 billion as of June 30, with interest income of $11 billion in the first half of the year, higher than its operating loss of $693 million. Over the same period, undiscounted obligations for leases not yet commenced rose from $50.2 billion to $321.4 billion, with an additional $265.6 billion in fixed or minimum guaranteed commitments; after June 30, it signed new agreements with approximately $245 billion in minimum payments, and Anthropic said it may settle some leases by issuing convertible bonds rather than cash.

FuriosaAI Completes $620 Million Funding Round at a $2.9 Billion Valuation

South Korean inference chip startup FuriosaAI has completed a $620 million funding round at a valuation of $2.9 billion, led by the Korea National Growth Fund with a $280 million investment. The company says its TCP chip, based on the RNGD architecture, consumes less than half the power of Nvidia GPUs and is compatible with PyTorch and vLLM; this round of funding will be used to expand production capacity for its next-generation TCP chips, with plans to produce 20,000 units this year and double that to 40,000 units in 2027, while also jointly developing a third-generation processor with Broadcom.

Oracle Cloud to Offer Google TPU and Inference Chips from OpenAI, Cerebras, and Others

Oracle announced that it will deploy Google TPU on OCI, along with inference chips from OpenAI, Cerebras, SambaNova, and Positron AI, giving customers more computing options beyond Nvidia GPUs. Oracle says it will become the first hyperscale cloud provider other than Google Cloud to offer TPU; TPU and the Cerebras wafer-scale engine are planned to launch in 2027, and Positron Atlas is already available. At the same time, Oracle is expanding its partnership with Nvidia, with the Vera Rubin NVL72 system and Vera CPU now generally available on OCI.

Meta Unveils Open Innovation Achievements for AI Networking at 2026 OCP Global Summit

At the 2026 OCP Global Summit, Meta announced networking innovations supporting its latest AI models and the gigawatt-scale Prometheus cluster, including its first liquid-cooled network rack IcePack and the 102.4T switch IceCube (128×800G, available with Broadcom Tomahawk 6C or NVIDIA Spectrum-6). For scale-out, the Flattened Planar Fabric connects each GPU to eight network planes, simplifying the Clos architecture from 3 tiers to 2; for scale-across, it introduced the petabit-class super backbone BAG connecting buildings, campuses, and regions. Meta also introduced Tahan, an Ethernet scale-up switch for MTIA 300 based on Broadcom Tomahawk5, and open-sourced the MetaRoCE software implementation, with the first user-space version libsoftmetaroce now available on GitHub.