Chinese labs are competing hard on price and open access, a shift analysts say is already changing how companies decide which AI models to run.
A recent run of large AI chip commitments has sharpened AMD's challenge to Nvidia. Tuesday's report is an early test of whether that momentum, and the MI450 ramp behind those deals, is turning into durable growth.
Anthropic restored its Claude Fable 5 model for all users on July 1, after the U.S. lifted export controls that had taken it offline worldwide since June 12. It was the first time Washington pulled a live consumer AI product over a security concern.