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Modal's 5x Revenue Surge, AMD's $10B Taiwan Bet & Anthropic's Chip Hunt
Audio is available on Spreaker — see link below.
AI infrastructure is under serious stress: Modal Labs just grew from $60M to $300M ARR in six months, Anthropic is hunting for inference capacity across Microsoft, Fractile, and Akamai, and AMD is committing $10B to Taiwan packaging partnerships. Today's briefing maps the compute crisis reshaping every layer of the AI stack.
Audio is available on Spreaker — see link below.
Modal Labs just hit three hundred million dollars in annualized revenue. Six months ago, that number was sixty million.
That demand pressure is showing up everywhere in today's briefing, and it's the thread connecting most of what matters. Modal expanded its provider partnerships from five to thirteen in roughly six months.
Anthropic is in early-stage talks to use Microsoft's Maia inference chips for Claude workloads. Maia launched in January and Microsoft is positioning it as an alternative to renting third-party cloud capacity.
AMD is investing ten billion dollars in packaging and manufacturing partnerships with ASE and SPIL in Taiwan. The target is supporting Helios AI server deployment in the second half of twenty twenty-six.
EY and Microsoft announced a one billion dollar joint initiative to scale AI across enterprise functions including Finance, Tax, Risk, HR, and Supply Chain. The reported outcomes are fifteen percent productivity gains and ninety-five percent faster finance cycles.
Three things to track from here. Whether the Anthropic-Maia talks produce an actual agreement.
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