WS #15404
The AI infrastructure build-out is accelerating, with Marvell projecting non-GAAP EPS of over $30 for FY31, signaling sustained demand for high-performance computing. Competition between OpenAI and Anthropic is intensifying; OpenAI is locking in enterprise and consumer access via partnerships with Atlassian and Southwest Airlines, while Anthropic expands its Claude Startups program. Google also released its new EmbeddingGemma 2 model. Meanwhile, Nebius Group is surging on AI cloud expansion, though insider selling at the COO level warrants monitoring.
AI Infrastructure and Cloud Competition
The AI infrastructure build-out is accelerating, with Marvell projecting non-GAAP EPS of over $30 for FY31, signaling sustained demand for high-performance computing. Competition between OpenAI and Anthropic is intensifying; OpenAI is locking in enterprise and consumer access via partnerships with Atlassian and Southwest Airlines, while Anthropic expands its Claude Startups program. Google also released its new EmbeddingGemma 2 model. Meanwhile, Nebius Group is surging on AI cloud expansion, though insider selling at the COO level warrants monitoring.