All companiesCOMPANY / FRONTIER COVERAGEThe InformationTYPECompanySIGNALS3FIRST SEENOct 27, 2026LAST SEENOct 29, 2026Recent signalsSources: Nvidia is in talks to provide Nscale with billions of dollars in credit guarantees for debt to develop a 460MW data center that Anthropic plans to use (Phoebe Liu/The Information) Oct 29, 2026Source: OpenAI, a major Nvidia customer, plans to buy Google's TPUs; a job listing shows it seeks an engineer to "lead the optimization" of its models on TPUs (Ryan Barwick/The Information) Oct 27, 2026Anthropic's S-1 shows an 85% gross margin in H1 from running its models, a reality check for skeptics who said pay-as-you-go model sales wouldn't be profitable (Stephanie Palazzolo/The Information) Oct 27, 2026RELATEDNvidiaAnthropicOpenAIAI ChipsNscaleAlphabetALL COMPANIESLATEST SIGNAL