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Stratechery by Ben Thompson

Nvidia makes another deal, this time with a frontier lab; Anthropic's revenue continues to amaze; and maybe data finally is oil.
https://stratechery.com/2026/nvidia-backs-openai-data-center-anthropic-news-google-buys-spirit-airlines-data/

stratechery.comNvidia Backs OpenAI Data Center, Anthropic News, Google Buys Spirit Airlines Data – Stratechery by Ben Thompson

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