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Good morning, {{first_name | AI enthusiast}}. Anthropic has spent the past year positioning itself as the safety-conscious alternative to Big Tech’s AI ambitions. Now it’s reportedly in talks to send up to $10 billion to one of Big Tech’s biggest players — Meta — just to keep its own chatbots running at full speed.
The proposed two-year deal would let Anthropic lease Meta’s spare computing power, a far smaller arrangement than the one it already has with SpaceX. Is this a sign that even the best-funded AI labs still can’t buy enough chips fast enough, or a preview of AI rivals becoming each other’s landlords?
Today in AI Brief:
Anthropic’s $10B compute lease talks with Meta
Gemini 3.5 Pro misses its third deadline
Fireworks raises $1.5B to power custom AI
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Anthropic Turns To Rival Meta For Compute
In Brief: Anthropic is in early talks to lease up to $10 billion in computing power from Meta over two years, according to a new report — a preliminary deal that would see the AI lab pay one of its biggest rivals for the Nvidia chip capacity it can’t secure fast enough on its own.
The Details:
Anthropic is chip-constrained: the company has had to cap how much users can interact with its top-tier models because of insufficient Nvidia chip supply.
The terms are flexible: Anthropic would send Meta monthly payments over two years, with either side able to walk away before the deal concludes.
It’s the smaller of two rival deals: Anthropic’s existing agreement with SpaceX, reached in 2025, is worth up to $45 billion over three years for access to its Colossus 1 data center.
Take Away:
Frontier AI labs are now so starved for compute that yesterday’s competitors are becoming today’s landlords. Expect more cross-industry compute deals as every major lab races to keep its models available while chip supply stays tight.
Google’s Next Flagship AI Misses Its Deadline
In Brief: Gemini 3.5 Pro has missed its third promised launch date after Google rebuilt the model from scratch, with the company acknowledging that updated coding training data delivered in June produced disappointing results.
The Details:
Coding was the sticking point: Google says it’s still working to improve Gemini 3.5 Pro’s coding capabilities before a public release.
A stopgap is in testing: Google is currently evaluating an upgraded Flash model alongside Gemini 3.5 Pro with select partners.
The stakes are high internally: 75% of new code written at Google is now AI-generated, making a strong coding model central to the company’s own engineering output.
Take Away:
A third missed deadline suggests Google is prioritizing benchmark performance over ship dates, even as rivals keep shipping. The longer Pro stays in the lab, the more ground Google risks ceding in the exact model developers care about most.
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Fireworks Raises $1.5B To Power Custom AI Models
In Brief: Fireworks AI raised a $1.505 billion Series D at a $17.5 billion valuation, with Nvidia among the investors backing the startup’s platform for building AI models trained on companies’ own data.
The Details:
The scale is enormous: Fireworks now serves more than 40 trillion tokens a day, with over 95% coming from models specialized on customers’ proprietary data rather than general-purpose ones.
Revenue is already there: the company’s annualized revenue run rate has topped $1 billion.
The round was stacked: Index Ventures, TCV, and Atreides Management led, with Lightspeed, Bessemer, Menlo Ventures, and Nvidia also participating.
Take Away:
Fireworks’ pitch of owning your intelligence instead of renting it is resonating at a scale that suggests enterprises are done treating AI as a single API call. Expect more capital to chase the specialized-model layer as generic chatbots become table stakes.
Everything else in AI
Chip Motors unveiled Chip, a $15,000 electric “life utility vehicle” that uses trained human teleoperators to park itself and run errands, with Florida deliveries starting in 2027.
Walden Robotics emerged from stealth with $300 million in Toyota-backed funding at a $1.1 billion valuation, deploying wheeled humanoid robots on a North American Toyota factory floor.
Microsoft is building Project Perception, an AI security tool that routes vulnerability scans across Microsoft, OpenAI, and Anthropic models to undercut the cost of Anthropic’s Mythos.