Ramp data: Fable 5, launched in June, has plateaued at ~11% of spending on Anthropic tools, as companies shift to cheaper models; Opus 5 surpassed Fable 5 (George Hammond/Financial Times)

Fable 5, launched in June, now represents about 11% of Anthropic’s tool spending as companies shift to cheaper models, while Opus 5 already exceeds its usage. Nvidia’s Groq 3 LPX inference accelerator is in full production, with Nebius as its first customer, and SpaceX will deploy Vera CPUs. Nvidia is negotiating an investment in Perplexity’s equity round, valuing the AI startup at over $30 billion.