Nvidia's $2B Bet on Nebius, Meta's 4 New Chips & US Bans Claude

On today's episode, the AI hardware wars escalate as **Nvidia invests $2 billion** in Nebius Group to build European "AI Factories," expanding its infrastructure beyond US giants. Meanwhile, **Meta unveils four new custom MTIA chips** on a rapid release cycle, signaling a major move to cut reliance on Nvidia for inference workloads.Also, the **US State Department has officially dropped Anthropic's Claude** following a directive labeling the model a "supply chain risk" due to disagreements over autonomous weapons usage.Finally, we touch on a global **Claude service outage** and OpenAI's new research on **securing AI agents** against prompt injection.Sources:• Seeking Alpha: https://seekingalpha.com/news/4357602-nebius-surges-after-nvidia-plans-2b-investment-under-collaboration• SiliconANGLE: https://siliconangle.com/2026/03/11/meta-debuts-internally-developed-ai-chips-inference-workloads/• TechRadar: https://www.techradar.com/computing/artificial-intelligence/anthropics-claude-models-are-no-longer-available-us-state-department-ditches-claude-on-the-orders-of-trump-while-senate-approves-gemini-chatgpt-and-copilot-for-use• 9to5Mac: https://9to5mac.com/2026/03/11/claude-ai-and-code-are-experiencing-log-in-issues-and-slow-performance/• OpenAI: https://openai.com/index/designing-ai-agents-to-resist-prompt-injection/