The general assessment I think is that the US is still ahead uh in the AI world uh and in the chip world if you will if you tie in those from whom we import chips. Uh but that applications actually are where China is outstripping the rest of the world. And again, this is this is a serious confrontation and competition uh because there are lots of restrictions now on what can be sold to whom.You just saw the President Trump made an exception now for Nvidia, the highest chips and so forth. So uh this is anoth ...

Anthropic recently signed a multibillion-dollar deal with Nvidia and Microsoft.Throughout the artificial intelligence (AI) revolution, one start-up has dominated the headlines: OpenAI, the maker of ChatGPT.While OpenAI remains one of the most formidable names in the AI realm, a competing large language model (LLM) developer called Anthropic should not be overlooked. Two weeks ago, Anthropic signed a multibillion-dollar deal with Microsoft (MSFT +0.41%) and Nvidia (NVDA +1.63%).Let's break down the details o ...