Nvidia Backs OpenAI Data Center, Anthropic News, Google Buys Spirit Airlines Data

Source: Stratechery By Ben Thompson Updated
Image: Stratechery

Summary

Nvidia makes another deal, this time with a frontier lab; Anthropic's revenue continues to amaze; and maybe data finally is oil.

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Hype check
2/5Worth a look

Rated low: routine. Worth knowing, not worth rearranging your day for.

Published
Updated
Aug 18, 2026
Source
Stratechery (stratechery.com)
Author
Ben Thompson
Company
Anthropic · Web · Trade
Summary by
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Questions people ask

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Nvidia makes another deal, this time with a frontier lab; Anthropic's revenue continues to amaze; and maybe data finally is…

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Page generated Sep 3, 2026. Summaries are Subvolts' own; the story belongs to Stratechery.