Authropic's latest $6.5 billion funding round is making waves—not just because its $96.5 billion valuation surpasses OpenAI to claim the throne of top AI model companies, but because memory giants Micron, Samsung Electronics, and SK Hynix all joined the investment. With the influence these three hold in the supply chain, this is even more convincing than investments from a few big tech companies. It signals a deeper integration between AI models and the compute chip supply chain. A month ago, we talked about how AI model companies shine for just a few months at a time. Honestly, my recent experience with GPT 5.5 Pro has been better. Will we eventually realize that OpenAI is once again the one being underestimated?