The Information's TITV OpenAI vs Anthropic: Coding Tools & Branding, SaaS Selloff Debate, Nvidia’s Blackwell Challenges
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Feb 6, 2026 Laura Mandaro, managing editor who leads editorial analysis; Nico Gruppen, head of applied research experienced with LLMs and coding tools; Michael Linford, COO scaling payments and BNPL; Jason Helfstein, internet research lead tracking cloud and capex. They debate SaaS market fears and forward-deployed engineers. They compare OpenAI vs Anthropic coding tools. They unpack Nvidia’s Blackwell rollout and Amazon’s huge CapEx plan.
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Do Math On Cloud Capacity Returns
- Model revenue per gigawatt and depreciation to estimate AWS returns instead of relying on short-term analyst bogeys.
- Update estimates as capacity expansion and revenue-per-gigawatt data become clearer.
Blackwell's Rocky Rollout
- NVIDIA's Blackwell rollout faced real-world deployment issues even for major cloud buyers, slowing uptake.
- Iterations like GB300 fixed many problems, letting customers resume deployments.
Clouds May Pause On Next Chips
- Vera Rubin should be an easier transition than Hopper→Blackwell, but cloud providers may delay deployments to avoid margin hits.
- Early adopters risk operational headaches that can affect profitability.