Sources: Anthropic is in early talks to buy AI inference chips from UK-based Fractile when they become available in 2027 (The Information)
THE SO WHAT
Locking in 2027 inference capacity from a new UK vendor is a bet that model demand will outstrip today’s GPU supply for years — and that diversification is now a strategic requirement, not a hedge. If you're a heavy AI consumer, your real RFP is for multi-vendor, multi-architecture inference plans, not just "more H100s."
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