Reflection AI secures $1B compute deal with Nebius

Microsoft announced its third-generation Maia 300 AI chip today, positioning it as the primary inference system for its cloud products and services. The chip will begin production rollout in 2027 and delivers 40 percent more tokens per megawatt than leading GPU-based systems, reducing Microsoft's dependence on Nvidia hardware for AI workloads. Maia 300 is designed to handle both latest reasoning models and agentic tasks while improving cost and efficiency.

Anthropic announced Thursday that it is launching new programs to support cybersecurity for critical infrastructure and open-source software. The company will offer threat research, on-site engineers, and access to its frontier Claude models to infrastructure operators. The initiative represents Anthropic's effort to position its AI capabilities as tools for defensive security work.

Nvidia plans to invest in d-Matrix, a seven-year-old AI chip developer positioned as a rival to Nvidia. The investment is part of Nvidia's strategy to make its technology compatible with competing chip designers and integrate them into its hardware ecosystem, even as Nvidia gains market share against most competitors.

Mississippi electric utility Entergy warned Amazon that it would need to curtail power to the company's data centers during peak demand times to serve other customers. Amazon operates one data center near Jackson and is building two more in the region. The warning reflects how surging power demand from AI cloud operators is forcing utilities to take unprecedented steps to balance competing customer needs.