Anthropic erodes Nvidia's CUDA lead with AI-powered chip switching
anthropic claims it ported its ai model claude to amd gpus in just three days with almost no human intervention, potentially shrinking nvidia's software overhead.
anthropic, led by co-founder tom brown, has developed a multi-chip strategy that allows it to train and run claude on all four major chip families. the company used its frontier model, mythos, to port claude to amd gpus in just three days, with nearly 100% of the kernels written or ported by the model itself. this approach could significantly reduce the software overhead that has been nvidia's strongest competitive advantage. anthropic now treats compute from different vendors and chip architectures as an interchangeable pool, allowing it to optimize for price-performance ratio.