Anthropic diversifies AI chips, OpenAI turns to Google: Can Nvidia lose its dominance? What investors need to know
Photo: Mint
Anthropic is diversifying its artificial intelligence (AI) computing infrastructure across four chip platforms, a strategy that could reduce its dependence on Nvidia and weaken the chipmaker’s pricing power over time. The AI lab, in a public filing, said it manages computing capacity “as a single, fungible pool from multiple strategic partners”, using software that directs workloads to different chips depending on where they are most productive. Anthropic says it uses hardware from four chip families: Amazon Trainium, Google TPUs, Nvidia GPUs, and AMD GPUs. That flexibility, which Anthropic said "took years and significant investment to build," could make major AI companies less dependent on Nvidia over time and give them more negotiating leverage, analysts said.“The real exposure could be Nvidia’s pricing power,” Patrick Moorhead, founder and CEO of Moor Insights…
First reported by Mint. This page is a short excerpt; the full text is theirs.
