InferenceX v2: NVIDIA Blackwell's Benchmark Massacre and AMD's Software Debt

SemiAnalysis benchmarked ~1,000 GPUs across NVIDIA and AMD lineups. GB300 NVL72 hits 100x over H100 — Jensen's 30x was an underestimate. AMD FP8 competes, but FP4+disagg+wideEP combo falls apart in software.

Anthropic Goes Public: DeepSeek, Kimi, and MiniMax Used 24,000 Fake Accounts to Steal Claude's Capabilities — 16 Million Conversations of Industrial-Scale IP Theft

Anthropic publicly accuses DeepSeek, Moonshot/Kimi, and MiniMax of using 24,000 fake accounts for 16M+ conversations to distill Claude's coding and agentic reasoning. MiniMax was caught mid-operation pivoting to Claude's latest model within 24 hours.