7 posts from the last 24 hours on temperature2.

Samsung turns to rival TSMC for Nvidia's HBM memory

Samsung will let archrival TSMC fab the base dies for Nvidia's custom NVHBM memory, breaking decades of in-house manufacturing.

Replit swaps Claude for OpenAI as its default model

Replit CEO Amjad Masad says OpenAI, not Claude, now powers Replit Agent by default, and insiders dispute how he framed the Anthropic split.

Anthropic pledges 5% of equity to new benefit fund

Anthropic will commit 5% of its shares, pending stockholder approval, to a new public benefit fund aimed at AI's labor market fallout, pushing its total public-good stake toward 20%.

This week in tokens: the double-digit yield reached Anthropic too

Blackstone priced Anthropic's own chip debt at 10% this week, four days after CoreWeave's bonds hit 15%, while the EU and FTC opened probes into the same agent-escape incidents OpenAI kept disclosing.

Anthropic consults law firms on AI agent negotiation

Anthropic is consulting law firms on rules for Claude agents that negotiate prices, disputes and salaries on users' behalf, the Financial Times reported October 18, 2026.

Microsoft cancels Nscale's 23,000-chip Essex lease

The Telegraph reports Microsoft dropped its 23,000-chip anchor lease at Nscale's Loughton data center after the UK grid date moved into the 2030s.

Anthropic pays Blackstone 10% to finance $60B chip deal

Blackstone priced $9B of junior debt in Anthropic's $60B Project North Star chip financing at a 10% coupon, up from 8.5% on a similar deal four months ago.

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