NVIDIA leads in Anthropic's compute mix
According to Wccftech, 4.7 GW of Anthropic's contracted compute capacity comes from NVIDIA GPUs, while 4.5 GW comes from Google's TPUs. Although TPUs are cheaper, NVIDIA holds a slight edge in the total mix.
Financing drives chip selection
The report says Broadcom's CEO held last-minute talks with major banks to convince them to sign off on a critical loan for Anthropic. This suggests that financing terms, not just unit cost, play a decisive role in AI companies' hardware choices.
Multiple silicon suppliers
Anthropic is spreading its bets across Google TPUs, Amazon Trainium, and GPUs from NVIDIA and AMD to avoid dependence on a single vendor. The report frames this diversification as a hedge against ASIC-centric risks.
Residual value of NVIDIA GPUs
Lenders appear to view NVIDIA GPUs' resale value and liquidity as collateral, making NVIDIA hardware a safer bet for financing than alternative chips.
