Windsurf vs. Anthropic

Windsurf vs. Anthropic: The Claude access drama

Windsurf, a fast-scaling vibe-coding startup, said this week that Anthropic abruptly cut off its direct access to Claude 3.x models. Anthropic co-founder Jared Kaplan confirmed the move—and said he did it because OpenAI is reportedly acquiring Windsurf.

“It would be odd for us to be selling Claude to OpenAI,” he said.

Anthropic has said it's prioritizing “sustainable partnerships.” A few weeks ago, Anthropic excluded Windsurf from the Claude 4 launch. Now, Windsurf has to scramble to find third-party compute options. Meanwhile, competitors like Cursor and GitHub Copilot enjoy full Claude access.

• The context behind the cut-off: Anthropic has been scaling its own developer-facing products, including Claude Code, and just hosted a developer summit to showcase its tooling.

• Users are defecting: Developers are already switching platforms. Some cited Claude 4’s superior coding ability as the final straw.

Amazon drops $10B on AI infrastructure in North Carolina

Amazon announced a $10 billion investment to expand its AI infrastructure in North Carolina. The new facility will create 500 jobs and add significant power to AWS’s generative capabilities.

The race is on: Amazon previously pledged $11 billion for data centers in Georgia and poured $8 billion into Anthropic. CEO Andy Jassy has called AI a “once-in-a-lifetime” type of opportunity. 

Bankrolling AI: It’s clear the company is positioning itself as a foundational layer for AI at scale. Overall, Amazon expects to spend $100 billion this year on capital expenditures, most of it going to AI. 

Nvidia’s new chips just lapped Hopper

New benchmarks show Nvidia’s Blackwell chips are more than twice as fast as Hopper at training trillion-parameter models. In one test, 2,496 chips completed the task in just 27 minutes.

Smarter systems: Instead of giant monolithic clusters, the new approach links together smaller chip subsystems. This reduces training time without requiring massive hardware footprints.

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