Anthropic's Draft Filing Shows an $80B-Plus Half-Year Loss; llm-d 1.0 and DeepInfer Open Up Inference
Wednesday, October 21, 2026 · 9 min
A reported draft IPO prospectus puts Anthropic's first-half 2026 revenue at $16.3 billion against a net loss above $80 billion, as Nscale reportedly lines up Anthropic compute deals after losing Microsoft. Plus llm-d 1.0 and DeepSeek's DeepInfer, Meta's single-GPU Muse Glimmer 30B, and Modal's move to Nvidia Vera CPUs.
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Show notes
A reported draft IPO prospectus puts Anthropic's first-half 2026 revenue at $16.3 billion against a net loss above $80 billion, as Nscale reportedly lines up Anthropic compute deals after losing Microsoft. Plus llm-d 1.0 and DeepSeek's DeepInfer, Meta's single-GPU Muse Glimmer 30B, and Modal's move to Nvidia Vera CPUs.
In this episode
- DeepSeek Ships DeepInfer, Anthropic's $80.7B Loss Lands, and Mistral's Voxtral 3 Listens — Trillioniar Blog — Abdul Hadi
“The Wall Street Journal reported on October 20, 2026 that Anthropic logged a net loss above $80 billion in the first half of 2026. Reuters, Channel NewsAsia, and Hacker News all carried the story. The figures came from a draft prospectus for Anthropic's initial public offering.”
- llm-d 1.0, an open source stack for distributed inference | Google Cloud Blog — Google Cloud Blog
“A year ago, most inference traffic was chat: one prompt in, one response out. Today, workloads are shifting to multi-step agents and reinforcement learning (RL) rollouts that fan out across tools, share long prefixes, and arrive in bursts. Serving them on a single machine — or…”
- Meta Releases Muse Glimmer 30B: An Apache 2.0 On-Device Agentic Model Running on a Single Consumer GPU — AICoder — AICoder
“Quantized to approximately 4 bits, Muse Glimmer operates inside 32GB of VRAM on a single consumer GPU (such as an RTX 5090) without cloud reliance.”
- Modal taps Nvidia Vera CPUs after firm's internal tests show 2x throughput over Intel and AMD chips — Yahoo Tech
“Reuters reports that Nvidia has secured a major design win with its Vera CPUs with AI cloud provider Modal. According to Modal, preliminary evaluations showed that Vera could deliver twice the throughput of its existing AMD and Intel processors, although the company does not…”