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Anthropic apparently chose a winner in the AI-chip war between NVDA and AMD, and it's both of them.
Reuters reported on August 26, citing a person familiar with the matter after Bloomberg broke the news, that Anthropic will spend $45 billion over six years to rent Nvidia Vera Rubin computing capacity from Nscale's planned West Virginia campus. The 460-megawatt project is expected to start operating in late 2027. Anthropic declined to comment.
That would be a spectacular win for NVIDIA Corporation (NASDAQ:NVDA), except Anthropic agreed only a month earlier to buy tens of billions of dollars of servers powered by Advanced Micro Devices, Inc. (NASDAQ:AMD).
Source: unsplash
This Is a Multivendor Arms Race

#NVIDIA #NASDAQ #reuters #august
2 months ago

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