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Large Language Models

Jul 22, 2026

Large Language Models

The Gist

AT&T is preparing for a shift toward agentic AI systems in enterprise settings, while AMD has secured a major multi-billion-dollar chip deal with Anthropic to support their AI infrastructure. Meanwhile, companies like Stella AI are rapidly integrating new models like Google's Gemini variants, though the AI industry faces emerging challenges around data rights, as evidenced by Reddit's lawsuit against Anthropic over unauthorized training data use.

Today's Stories

  1. 1

    AT&T prepares for agentic AI shift in enterprise

    AT&T is positioning itself to serve enterprise customers adopting agentic AI (AI systems that independently plan and execute tasks with minimal human intervention), recognizing this as the next phase of artificial intelligence development beyond current large language models. As businesses move toward autonomous AI agents that can handle complex workflows without constant human oversight, telecom infrastructure providers like AT&T face both opportunity and operational challenges—agentic AI will demand significantly higher network reliability, lower latency, and greater computational capacity than today's chatbot-style AI services.

    The article does not provide specific timelines, products, partnerships, or financial commitments AT&T has announced in response to this shift, so readers should monitor AT&T's service announcements and enterprise offerings for concrete agentic AI infrastructure plays.

  2. 2

    AMD lands multi-billion-dollar Anthropic AI chip deal

    AMD signed a multi-billion-dollar chip and investment deal with Anthropic. Anthropic will deploy up to 2 gigawatts of AMD's MI450-based systems starting in the first half of 2027, using AMD's Helios rack-scale platform with MI455X GPUs, EPYC Venice CPUs, Pensando networking and ROCm software. AMD also agreed to invest up to $5 billion(約8000億円) in Anthropic. The deal gives AMD a major new customer for its AI accelerators and strengthens its position against Nvidia by demonstrating that a leading AI lab is willing to deploy AMD hardware at gigawatt scale. KeyBanc estimates the full deployment could generate as much as $27.2 billion(約4.4兆円) in revenue for AMD.

    The deployment begins in the first half of 2027. AMD and Anthropic will also collaborate on engineering, with AMD using Claude models to improve chip performance.

  3. 3

    Reddit sues Anthropic over AI training data

    Reddit co-founder and CEO Steve Huffman discussed the platform's partnerships and legal actions during Reddit's 21st birthday. The company is suing Anthropic, an AI company. Reddit is asserting control over how its user-generated content is used to train large language models (AI systems that generate text). The lawsuit signals the platform's position that its data has value and cannot be freely used by AI developers.

    The outcome of Reddit's legal action against Anthropic could shape how AI companies access and use social media content for training purposes, setting a precedent for other platforms defending their data.

What to Watch

Watch for AT&T's upcoming service and enterprise announcements that could reveal how the telecom giant plans to capitalize on agentic AI infrastructure. Meanwhile, keep an eye on Reddit's legal case against Anthropic, as its outcome may fundamentally reshape how AI companies can access and use social media data for training, potentially influencing policies across the entire tech industry.

Sources

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