The Arena

Companies, products, and big moves

Silicon rush — Anthropic goes in-house, AMD buys Taalas

The Arena

Silicon rush — Anthropic goes in-house, AMD buys Taalas

The day's big story is hardware: Anthropic confirmed it will design its own chips, AMD acquired a startup that etches models into silicon, and OpenAI's Jony Ive device finally took shape. Plus: Suno moves on watermarks. Anthropic confirmed it is building an in-house "custom silicon team" to design chips for Claude — its first public acknowledgment of a proprietary hardware program. The lab is hiring engineers to co-design chips and models so Claude runs "faster and more efficiently at the scale

Google exodus — Jeff Dean founds Discovery Loop

The Arena

Google exodus — Jeff Dean founds Discovery Loop

Google's top AI brain walks out to automate research itself, Washington's safety-review rules pick winners, and Meta and Mistral both ship new model-tool pairs — a day where the frontier moved on three fronts at once. Jeff Dean, Google's chief scientist and 30th employee, is leaving after 27 years to co-found Discovery Loop, a public benefit corporation that aims to automate the scientific research loop. He's joined by Sanjay Ghemawat, Oriol Vinyals, and Quoc Le — three of Google's most decorat

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