Anthropic 利用 AI 削弱 Nvidia CUDA 領先優勢,晶片切換時間縮短至三天
anthropic 聲稱使用 AI 將其 AI 模型 claude 移植到 amd gpu,僅需三天時間,且幾乎無需人工干預,這可能縮小 nvidia 的軟體優勢。
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.