Nvidia vs Anthropic: leak claims and Nemotron 3 Ultra raise stakes in escalating feud
ceciletamura · x · 2026-11-14
A Chinese-language thread argues Anthropic is behind the recent media smear of Jensen Huang, claiming co-founder Jack Clark sourced the NYT report and holds 2M more shares than Dario (unverified speculation).
The substantive point: Nvidia released Nemotron 3 Ultra, a 550B-parameter open-weight model that Huang claims rivals Claude Opus at lower cost — meaning Nvidia may compete directly with Anthropic while controlling its GPU lifeline. Combined with Dario's anti-open-source stance and criticism of chip exports to China (vs Huang's pro-open-source position, citing Kimi K3), this sets up a structural conflict over who captures the AI stack.
Related event: Report: Anthropic Co-founder Jack Clark Was NYT Source on Nvidia(2 posts)→
More from Companies & People
- Google's week: two 8th-gen TPUs, Gemini 4 Carbon & Hydrogen, Robotics 2.5 — sundarpichai · 2026-11-14
- Ex-Anthropic employee shares IPO roadshow slide showing superexponential algorithmic progress — eli_lifland · 2026-11-14
- Celonis co-CEO Rinke: Europe must build its own AI champions to own the upside — evisoft · 2026-11-14
- Anthropic rumored to drop massive multi-field science breakthroughs around its IPO — Dr_Singularity · 2026-11-14
- Allie Miller: Anthropic merging Chat and Cowork is a smart enterprise sales move — alliekmiller · 2026-11-14
- X algorithm shift: plain reposts now act like strong likes, quote reposts still travel — mark_k · 2026-11-14