Anthropic Fable 5 Returns; Meta & Elon Eye Cloud

Anthropic has been allowed by the US government to re-release its latest frontier model, Fable 5, globally. Its companion Mythos model is still on a gated release. This follows a two-and-a-half-week delay, which some are calling "The Blip 2.0." What's interesting is that Meta is now considering a cloud business, similar to Amazon AWS. This comes after Elon Musk's "EWS" already booked over $70 billion in pre-IPO compute deals. Meta's stock jumped almost 10% on the news, adding over $100 billion to its market cap in a single day. The bottom line is that a global memory crunch, dubbed "RAMageddon," is starting to impact consumer electronics. Memory costs are now a significant portion of gadget production, leading to price increases from companies like Apple. This could mean higher prices or limited availability for the devices we use every day.