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Anthropic walked from a $6 billion Decart stock deal after the lab turned down a richer Nvidia bid ahead of Anthropic's IPO.
Greg Abel already parked Berkshire's AI equity bet in Alphabet and is selling power to the same boom, with no Nvidia or Microsoft in the 13F.
AI server boards are pulling glass cloth onto allocation, so standard FR-4 for cars and factory controllers now waits in the same queue.
CISA's two-year review finds 41.5% of exploited bugs still come from 2007-era classes despite hundreds of Secure by Design pledges.
