2026-10-13 — Three of four hyperscalers had their chip on the map

Microsoft, Google, Amazon and Meta all design their own AI accelerators rather than buy every chip from Nvidia. This atlas has carried Google's TPU and Amazon's Trainium since it was built, and has never carried Microsoft's Maia or Meta's MTIA — three-quarters of a known set, missing the quarter, for months. Microsoft announced Maia 300 yesterday, so Maia is now on the map, and the gap is worth more than the chip: nothing here could have found it, because a corporate division has no funding round to sweep for and no valuation to go stale. The second find was older still. Microsoft pays Anthropic for the Claude models inside Office, which both companies announced on their own blogs thirteen months ago, and the atlas had never drawn the line. What surfaced it was not a search for the relationship but a magazine profile of a Microsoft executive. Core Scientific was also added, finishing a run of six data-centre landlords found in five days.

Today in AI

• Meta released Muse Wonder and Muse Wonder Full, its first models it calls frontier-class, with a one-million-token context window and two features aimed at long tasks — memory that persists between conversations, and a mode that keeps an agent working when it hits an obstacle — Meta via about.fb.com
• Independent testing does not yet back Meta's claim to the lead: Artificial Analysis still ranks Claude Opus 5.5 ahead of Wonder Full, while Meta's own internal index puts Wonder Full first — Decrypt via decrypt.co
• Microsoft unveiled Maia 300, its own inference chip, and said it will move to multi-gigawatt deployments from 2027 and become the main system running Microsoft's AI products — 96 accelerators to a rack drawing about 167 kW — Reuters via Techmeme
• Microsoft is on track to pay Anthropic more than $2B a year for the Claude models behind Microsoft 365 Copilot, a bill pushed internally by Office chief Charles Lamanna over objections about its cost — The Information via Techmeme
• Amazon is in talks to buy Decart for around $7B, a company whose software lets AI workloads move between Nvidia, Google and Amazon chips without being rebuilt — Anthropic looked at the same company in August and walked away — The Wall Street Journal via PYMNTS
• Nvidia plans to invest in d-Matrix, a startup building chips that compete directly with its own, in what would be its first such deal since a $20B licensing arrangement with Groq that the Justice Department is now investigating — The Information via DCD
• Moonshot AI's executives are in talks to settle a claim worth more than $700M, brought by another company's investors who say its founders profited at their expense, weeks before a planned Hong Kong listing — Reuters via Quartz
• Building and equipping a single one-gigawatt AI data centre in Abilene, Texas would cost roughly $30B, of which $17B is the chips alone and only $2.4B the construction — Analysis via Techmeme

Marks moved

No mark the atlas carries was repriced today. Two entities were added instead.

Core Scientific (CORZ, Nasdaq) at $4,900M — the sixth and last data-centre landlord from the sweep that started on 2026-10-09, and CoreWeave's largest host. Contracted hosting reached about 590 MW of critical IT load across six sites on 12-year terms with about $10.2B of projected revenue, take-or-pay with no right to walk, and CoreWeave itself funds up to $750M of the build-out against future rent (8-K Exhibit 99.1, 2025-02-27). It is the one landlord that nearly became a subsidiary: its shareholders voted down CoreWeave's roughly $9B all-stock merger on 2025-10-30 after a hedge fund and the proxy adviser ISS said it undervalued the company (CNBC). Both sides kept the commercial deal.

Microsoft Maia, as a division of Microsoft rather than a valued company. Maia 300 puts its compute dies on TSMC's N2P process with eight HBM4 memory stacks, 288 GB at 18 TB/s, and 96 accelerators in a 167 kW rack against 72 Nvidia GPUs at 142 kW (StorageReview, Converge Digest). Microsoft claims 40% more tokens per megawatt than leading GPU systems without saying which ones, so no rivalry edge was drawn from it.

New edges

• microsoft —routes→ anthropic — Microsoft 365 Copilot runs on Claude models, announced on Microsoft's own blog (Expanding model choice in Microsoft 365 Copilot) and Anthropic's (Claude is now available in Microsoft 365 Copilot) on 2025-09-24, with further releases through Opus 5 since. verified. Microsoft is now drawn on both sides of Anthropic: it rents Anthropic compute under a $31.4B commitment and licenses its models for more than $2B a year.
• coreweave —rents→ corescientific — about 590 MW of critical IT load across six sites on 12-year terms, ~$10.2B projected revenue, take-or-pay (8-K Exhibit 99.1, 2025-02-27). verified.
• microsoft —owns→ maia and microsoft —builds_on→ maia — Microsoft's in-house accelerator line, matching how the atlas already draws Google TPU and AWS Trainium (Reuters via Techmeme, 2026-10-12). verified.
• maia —fabricated_by→ tsmc — Maia 300's compute chiplets are made on TSMC's N2P process (StorageReview, 2026-10-12). reported: no Microsoft page naming the process surfaced.
• alphabet —invests_in→ pi — CapitalG, Alphabet's growth fund, led Physical Intelligence's $600M round at $5.6B and has confirmed participating (Bloomberg, 2025-11-20). reported: the lead appears in reporting, never in a headline.

Still in talks

• Amazon / Decart — around $7B, WSJ 2026-10-11, nothing signed. Decart gets no node: its only valuation is a PitchBook figure, which this atlas never treats as a source, and a negotiated price is not a post-money. Anthropic explored the same deal at about $6B in August and walked away after due diligence.
• Nvidia / d-Matrix — an investment is planned, per The Information's three sources, with no size, terms or timeline and no comment from either company. The $5B in every headline is a target valuation The Information reported separately in July for a raise of d-Matrix's own, and the coverage does not establish that Nvidia's money would be part of it. Two stories read as one. The mark stays at $2B.
• Winverse AI — DeepSeek is set to lead a seed round of tens of millions at about a $400M valuation in a Hangzhou robotics lab founded by a former Tencent scientist, with Meituan's investment arm also in (Bloomberg). Not closed. It would be DeepSeek's first appearance here as an investor rather than a subject.
• Infinigence AI — the Series C closed yesterday at RMB2.3B (~$344M), taking total capital past RMB4.3B, and discloses no valuation. So the mark does not move: it stays at Bloomberg's RMB14.3B (~$2.1B) pre-offering figure until the Hong Kong prospectus is public.
• Anthropic's IPO — the prospectus Reuters obtained on 2026-09-28 is still not on EDGAR, fifteen days later. The investor meeting is tomorrow and the arithmetic points to a public filing by 23 October or another slip.
• 1X (seven weeks of SoftBank talks at ~$6B), FieldAI ($700M at $10B, still a signed term sheet eleven days on), Etched ($40–50B offers, explicitly early), DeepSeek's second round (doubling toward RMB100B, no post-money stated anywhere) — all unchanged.

Leads I could not verify

• Microsoft's routing to OpenAI is still not on the map and is the most obvious such relationship in the industry. The same reporting that produced today's Anthropic edge says Microsoft has steered Copilot's agent mode back toward OpenAI models behind a router that picks the cheapest adequate model. Left as a human call: an unattended pass should not draw the atlas's most consequential routing edge on its own reading.
• Meta's MTIA is the fourth hyperscaler accelerator and the remaining gap in the set. Not added today — it needs its own verification.
• Core Scientific's $4,900M is a hand seed read off quoted market caps, because Tuesday's ticker run commits after midnight. Wednesday's run replaces it. The four seeds outstanding yesterday all resolved this morning within 1–4%.
• Maia 300 on TSMC N2P rests on trade coverage of Microsoft's announcement; no Microsoft or Azure page naming the process could be found, and the chip's existence and specs trace to Reuters. A human should read Microsoft's own post.
• Physical Intelligence's Series C — trackers say corporate filings from May 2026 authorised about $1.05B of stock at $11–11.2B. An amount authorised in a charter is not an amount sold, and no company statement says the round closed. Reading the Delaware filing is beyond what search can do here.
• Not re-checked today, to buy the two new entities: Stripe/OpenRouter, Nvidia/Hugging Face, Shield AI, UniPat, Mirendil, Baseten/Modal, Nscale's price range, Cohere/Aleph Alpha, Lambda, Solidigm, Arena, Isomorphic Labs, GMI Cloud, Agility Robotics. All were unchanged two days ago; the first two have now gone two days unchecked.

Further reading: TLDR AI · The Rundown · Techmeme

build/validate.py: 211 entities, 401 relations — 0 errors, 0 warnings. Committed as Data pass 2026-10-13 (routine): Core Scientific closes out the landlord sweep; Microsoft's Maia was the missing quarter of a known set, and the Copilot/Claude edge had sat on two company blogs for thirteen months.