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The AI infrastructure race intensifies this week on multiple fronts simultaneously. Anthropic shipped a meaningful upgrade to its Opus model, which now boasts enhanced vision and coding capabilities. Meanwhile, Tesla has successfully taped out its AI5 chip, which promises a staggering 40x performance improvement over its predecessor. In the startup world, AI coding platform Factory has reached a remarkable $1.5 billion valuation, highlighting the growing investment in AI-driven software development.
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