Anthropic is rewriting coding education

Today we will see how AI moved on three fronts this week. A semiconductor company expanded its AI data center footprint. The U.S. government formalized a national AI literacy framework. An AI lab embedded its tools into thousands of college classrooms. Infrastructure, policy, and education shifted at once. That is how technology stops being hype and becomes foundation.

In today’s post:

• Who gets to build the AI economy?

• AI skills are no longer optional

• Marvell is going all-in on AI

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AI EDUCATION

Anthropic just moved AI education beyond elite campuses

Anthropic is rewriting coding education not through theory but through tooling and access. The shift starts in classrooms. But it changes who enters the workforce.

• Anthropic is partnering with CodePath to center Claude in its curriculum.

• Over 20,000 students will use Claude and Claude Code in courses.

• Many attend community colleges, state schools, and HBCUs.

• Over 40% come from families earning under $50,000 annually.

• Students are contributing to real open-source projects using AI tools.

• Howard University is offering AI coursework for academic credit.

• The goal is simple: reduce inequality in AI opportunity.

AI is changing how software gets built. Entry-level roles now expect AI fluency. Not just syntax knowledge. Not just frameworks. If elite schools adopt AI tools first,
advantage compounds. This partnership interrupts that loop. The future divide won’t be coding versus non-coding. It will be AI-native versus AI-avoidant. Access shapes confidence. Confidence shapes career risk.

POLICY

The government just made AI literacy official

The U.S. Department of Labor just drew a line. AI literacy is now a national workforce priority. Not a trend. Not a buzzword. A framework. And that changes incentives fast.

• The United States Department of Labor released a national AI Literacy Framework.

• The guidance outlines five core content areas and seven delivery principles.

• It is designed to flex across industries and education systems.

• The Employment and Training Administration will guide deployment nationwide.

• Workforce funding streams can now support AI skill development.

• The framework aligns with the administration’s broader AI Action Plan.

• Agencies are inviting ongoing stakeholder input to evolve it.

This is how policy shapes markets quietly. First comes language. Then funding alignment. Then curriculum shifts. Then hiring standards change. AI literacy will become the new baseline skill. Like Excel once was. Like internet fluency became. The advantage will not go to experts first. It will go to institutions that move early.

AI INFRASTRUCTURE

Marvell just tightened its grip on AI infrastructure

Marvell Technology is doubling down on AI. It just closed two acquisitions. And they change its role in cloud infrastructure. The story is no longer chips. It’s custom silicon for AI workloads.

• Marvell Technology completed acquisitions of Celestial AI and XConn Technologies.

• The deals expand optical interconnect and switching for AI data centers.

• These capabilities plug directly into hyperscale AI buildouts.

• Ties with Amazon could deepen through custom silicon partnerships.

• The strategy shifts focus away from lower-margin legacy lines.

• The stock trades near fair value but 33% below analyst targets.

• Investors should watch integration speed and new design wins.

AI infrastructure remains the market’s pressure point. Every cloud player wants faster models. Faster models demand tighter hardware integration. That is where custom silicon wins. Marvell is not chasing AI hype. It is moving closer to the center of the stack. Acquisitions only matter if they convert to revenue. If hyperscalers commit, upside compounds quietly.

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