Anthropic's prospectus discloses mixed use of four types of chips, potentially weakening Nvidia's pricing power
In the S-1 registration statement published on Monday, Anthropic said it has integrated computing resources from multiple strategic partners into a unified, flexibly allocatable pool, and allocates tasks according to each chip's performance advantages in different scenarios. It uses four types of chips to train Claude and provide services: Amazon Trainium, Google TPU, Nvidia GPU, and AMD GPU. Patrick Moorhead of Moor Insights & Strategy believes that customers able to shift tasks across four platforms are in a different position in negotiations, and what may really be affected is Nvidia's pricing power; IDC analyst Ashish Nadkarni said a multi-chip strategy can also reduce sensitivity to fluctuations in Nvidia chip supply.
Why read this
AI score 60
In its prospectus, Anthropic presents the unified scheduling of four types of chips as a core selling point, which readers can use to understand how leading AI companies can influence bargaining power in computing procurement.
Topics
Body · AI translation
Article body EM_StockImg_Start
EM_StockImg_End
Anthropic said in its S-1 prospectus published on Monday that it has "integrated the compute resources from multiple strategic partners into a unified, flexibly allocatable pool," and uses software technology to flexibly allocate tasks according to the performance advantages of each chip in different scenarios.
Anthropic said that it uses four types of chips to train Claude and provide related services, namely Amazon Trainium, Google TPU, Nvidia GPU and AMD GPU.
Nvidia's pricing power may be weakened
"What could really be affected is Nvidia's pricing power, because a customer that can shift tasks among four platforms is in a completely different negotiating position from a customer that cannot do so," said Patrick Moorhead, founder and CEO of Moor Insights & Strategy.
IDC analyst Ashish Nadkarni said that the multi-chip strategy can also make Anthropic less susceptible to fluctuations in Nvidia's chip supply.
Anthropic is not the only leading AI company to diversify its compute supply. According to the latest media reports, OpenAI plans to purchase Google AI chips. The financial terms of the purchase and other details are not yet clear. OpenAI has long been one of Nvidia's most important customers, and Nvidia has also invested tens of billions of dollars in this startup.
Breaking Nvidia's dominance is not easy
Moorhead said that although Anthropic's mixing of multiple chips is not new in itself, the company is now pitching it to investors as a core advantage.
Moorhead also mentioned that Anthropic is still continuously spending large amounts of money on Nvidia's compute.
Gil Luria, head of technology research at D.A. Davidson, said that although major companies like OpenAI may adopt a multi-chip strategy, for smaller enterprises, devoting so many resources to doing this is not worthwhile.
Brad Gastwirth, global head of research and market intelligence at Circular Technology, said that Anthropic's strategy will not pose a major threat in the short term. He pointed out that having more chip options does not eliminate Nvidia's advantages in performance, networking and software.
Citadel CEO Ken Griffin once warned that if supply exceeds demand, it could lead to a decline in compute rental prices. "The marginal cost of running a GPU is very low, just like airlines. Once there is overcapacity, prices will go into free fall," Griffin said last week.
(Source: Cailian Press) Middle of the article Embedded advertisement