November 1, 2025 · 24-Hour AI Briefing: Anthropic’s Dual-Chip Strategy, OpenAI’s Massive Losses, and Nvidia’s Unshakable Market Power
The global AI race continues to accelerate — but this time, it’s not just about algorithms. It’s about compute, capital, and control. From Anthropic’s multi-cloud maneuver to Microsoft’s accidental data leak and Nvidia’s unshaken dominance, today’s developments highlight how strategy is reshaping the AI battlefield.
1. Anthropic’s “Dual-Chip” Move: Amazon and Google Both Win
Amazon announced that its large-scale data center project has been completed, and Anthropic plans to deploy 1 million custom Amazon AI chips by the end of 2025.
Just last week, Anthropic confirmed it would also use 1 million Google TPU chips. Both Amazon and Google are major shareholders in Anthropic.
Comment:
Anthropic’s “multi-cloud + multi-chip strategy” is nothing short of brilliant — it manages to align both investors while avoiding dependence on a single supplier.
By securing massive compute deals from both AWS and Google Cloud, Anthropic not only strengthens shareholder relationships but also gains leverage for better pricing and redundancy.
If Anthropic’s models can seamlessly train and deploy across AWS and Google Cloud, it may pioneer a new, more decentralized era of AI infrastructure.
2. Microsoft Financial Report Accidentally Reveals OpenAI’s $11.5B Quarterly Loss
Microsoft’s latest financial filing unintentionally exposed OpenAI’s staggering $11.5 billion loss in a single quarter.
According to the report, Microsoft’s equity-method investment reduced its net profit by $3.1 billion. Given Microsoft’s 27% stake in OpenAI, this implies OpenAI’s total quarterly losses of roughly $11.48 billion.
Comment:
This confirms that OpenAI’s expansion remains in a hyper-investment phase. Such losses are likely driven by its enormous compute expenditures, workforce growth, and ecosystem development.
Yet, this also reveals OpenAI’s long-term ambition — as seen in its “Stargate” data center collaboration with Oracle, it’s clearly building the foundation for AI infrastructure independence.
In the age of AI, profitability takes a back seat to capability. The real question is: who will first find a sustainable model for AI economics?
3. Nvidia CEO Jensen Huang Cashes Out Over $1B — Stock Keeps Climbing
Nvidia CEO Jensen Huang has completed his 2025 share sale plan, cashing out more than $1 billion.
The plan began in March and executed from June onward. Despite the large sale, Nvidia’s stock didn’t flinch — instead, it continued rising, surpassing $200 per share as of November 1.
Comment:
Huang’s “sell without a slump” move is almost a market phenomenon. Investors seem unfazed, signaling their faith in Nvidia’s long-term trajectory.
Nvidia is no longer viewed as merely a semiconductor company — it has become the central bank of AI compute.
As long as AI demand scales, Nvidia’s dominance in GPUs and data center architecture remains untouchable.
Conclusion: The AI Industry Enters a Phase of Strategic Balance
From Anthropic’s diplomatic chip strategy to OpenAI’s massive financial burn and Nvidia’s steady control of the hardware layer, the AI landscape is transitioning from chaotic expansion to structured competition.
Every major player is now defining its role: Anthropic seeks compute autonomy, OpenAI builds its infrastructure moat, and Nvidia solidifies its empire.
The next defining question for the industry:
Who will crack the code to sustainable AI profitability?
For more in-depth AI news, business insights, and tech trends, visit:
https://iaiseek.com/en
To catch up on the past 72 hours of AI developments, read:
October 31, 2025 · 24-Hour AI Briefing: Apple’s Steady Growth, Amazon’s Cloud Revival, and OpenAI’s 1-Gigawatt Data Center Push
October 30, 2025 · 24-Hour AI Briefing: Meta, Alphabet, and Microsoft Lead the AI Earnings Race