NVIDIA, Microsoft, and Anthropic Realign AI Infrastructure. What It Means for Supply Chain Leaders

The AI ecosystem shifted again this week in ways that will influence how supply chains access compute, build intelligent applications, and scale advanced planning models. NVIDIA, Microsoft, and Anthropic announced a set of coordinated agreements that reshape where frontier AI runs and who controls the infrastructure underneath it. While the headlines focus on tech sector competition, the implications extend directly into logistics, planning, and transportation.
On November 18, Anthropic committe