AWS Will Be An OEM, Just Like Google And Maybe Microsoft
… For now, Anthropic is renting TPU capacity on Google Cloud, and that is definitely not the cheapest way to get AI compute engines. …
… For now, Anthropic is renting TPU capacity on Google Cloud, and that is definitely not the cheapest way to get AI compute engines. …
… The issue is that designing AI hardware from top to bottom is an expensive proposition, and there is really only one foundry that can make and package the compute engine and networking chips, only three suppliers of HBM and high-end DRAM, and the capacity for main memory and flash memory and advanc… …