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NVIDIA unveils its most powerful AI chip

Plus: Anthropic puts $1M into AI education

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Today, we’re looking at NVIDIA’s most ambitious play yet for physical AI: Jetson Thor, a chip so powerful it could become the brain of every next-gen robot. Also looking at Anthropic’s biggest bet on the future workforce, a nationwide push to make AI literacy part of every student’s toolkit.

In today’s post:

  • OpenAI ditches Nvidia dependency with $10B chip deal

  • Anthropic backs AI education with $1M and new nationwide programs

  • NVIDIA Jetson Thor is here

  • 5+ best AI tools to use right now

What’s Trending Today

GROWTH

OpenAI is building its own AI chips and it’s not a small bet

OpenAI has quietly locked in a $10 billion chip production deal with Broadcom. This marks a turning point not just for OpenAI, but for the entire AI hardware race.

Here’s everything you need to know:

  • OpenAI will begin mass production of custom AI chips with Broadcom starting next year.

  • The chips, designed for internal use, aim to reduce OpenAI’s dependence on Nvidia GPUs.

  • Broadcom CEO Hock Tan confirmed a “mystery” customer behind $10B in orders, FT sources say it’s OpenAI.

  • These “XPUs” are a strategic pivot, echoing moves by Google (TPUs), Amazon, and Meta.

  • The partnership dates back to last year, but this is the first confirmation of full-scale production.

  • Altman has been public about OpenAI’s compute bottleneck, especially with GPT-5 in development.

  • Broadcom’s shares jumped after the reveal, with analysts predicting faster growth than Nvidia’s chip division by 2026.

Here’s what I think:

This isn’t just a hardware upgrade, it’s vertical integration. If OpenAI pulls this off, it won’t just be an AI company. It’ll be an AI infrastructure company, too. That changes its leverage with partners, users, and even regulators.

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INVESTMENT

The AI race isn’t just about models, it’s about who gets to learn

Anthropic just made a three-part commitment to AI education in the U.S., aiming to equip students and educators with the skills to lead in an AI-driven world. It’s not just philanthropy, it’s infrastructure for the future.

Here’s everything you need to know:

  • Anthropic is investing $1 million over 3 years into PicoCTF, a hands-on cybersecurity program from Carnegie Mellon targeting underserved middle and high school students.

  • It’s also backing the Presidential AI Challenge, a White House-led initiative for student-built AI solutions to real-world problems.

  • A Creative Commons–licensed AI Fluency curriculum is in the works, giving K–12 and college educators open access to teaching resources usable with any AI platform.

  • Claude already powers tools like MagicSchool, Amira Learning, and Solvely. ai reaching over 100 million student engagements in the U.S. alone.

  • Claude for Education now serves 100,000+ students and faculty, and its Builder Clubs are rolling out at 60+ U.S. universities.

  • Internal research shows that students use Claude for complex problem-solving, while educators lean on it for curriculum design and tool creation.

  • Features like “Learning Mode” and “Claude Artifacts” are built to enhance not replace critical thinking in classrooms.

Here’s what I have to say:

The real battle isn’t over AI tools, it’s over who knows how to use them. Anthropic is betting that the key to long-term impact lies not in flashier models, but in a better-educated generation. If other AI companies follow suit, the “digital divide” might start to close from the bottom up.

LAUNCH

The future of robotics runs on Jetson Thor

NVIDIA just launched Jetson Thor, its most powerful edge AI platform yet. Designed for humanoid robots and next-gen machines, it’s more than a chip, it’s a complete brain for physical AI.

Here’s everything you need to know:

  • Jetson Thor delivers up to 2070 FP4 TFLOPS of AI compute, 7.5x more than Jetson Orin, with just 130W power draw.

  • Built on the new Blackwell architecture, it includes a 14 core Arm CPU, FP4/FP8 quantization, and multi-instance GPU (MIG) for parallel critical tasks.

  • It supports foundation models for vision, language, action, and runs platforms like NVIDIA Isaac, Metropolis, and Holoscan right on the edge.

  • Generative reasoning gets a massive speed boost: up to 5x faster than Orin for LLMs, VLMs, and VLA models.

  • With low-latency interfaces, 20+ camera support, and real-time sensor fusion, it’s ready for factory floors, robot labs, and field deployment.

  • JetPack 7 brings SBSA compliance, CUDA 13, and deterministic real-time performance standardizing edge AI on enterprise-grade software.

  • Developer kits are available now for $3,499, with full documentation, forums, and 1,000+ ecosystem partners ready to support go to market efforts.

Jetson Thor isn’t just another module, it’s a signal. Robotics isn’t niche anymore. It’s becoming a general-purpose computing platform at the edge. If you're building physical AI, Jetson Thor just set the new baseline.

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