… Yesterday, The Information reported that Anthropic had committed to spend $200 billion on Google’s AI cloud services and TPU chips. Anthropic has also used Amazon’s cloud computing services and AI chips since 2023. …
… The company’s chips remain the gold standard for training large AI models, with customers spending billions to acquire the company’s hardware for their datacenters. …
… A number of high-end chips now offer similar raw floating point performance—a key industry benchmark of a chip’s ability to perform simple calculations—to Nvidia’s best silicon. “The best AMD hardware, the best Amazon Trainium hardware, the best Google TPUs, give you the same theoretical flops to N… …
… We never took in other customers’ wafers,” Prouty said. “That’s been a huge mindset shift.” Competent, cutting-edge technology? Check. Chips packaged specifically for AI? Check. Flexibility for customers with certain needs? …
… That flexibility matters because US export controls restrict Chinese firms from accessing the world's most advanced AI chips, particularly those used for training, which at this point are primarily developed by Western companies like Nvidia. “We will continue to push for training on more different … …
… The company said that its “ability to design, fabricate, and package ultrahigh-performance chips at scale” will help accelerate Terafab’s goal of producing 1 terawatt of computing power a year to support “future advances in AI and robotics.” Pat Moorhead, a longtime chip-industry analyst and founde… …
… Vivatech overlapped with the G7 conference in Evian-les-Bains, France, where French president Emmanuel Macron lectured AI executives on the sovereignty issue. If the US continued down its path of nationalistic AI, he said, France would take steps to go it on its own. …
… Midha spent the first lecture of the year discussing the computing infrastructure that supports AI models. He argued that AI chips are not commoditizing, meaning their price is not decreasing over time. …
… Chattha is offering a $500,000 discount to Anthropic employees because he believes the value of Anthropic shares will grow faster than any other investment, and his vacation home in wine country is the best bargaining chip he has to try to access them. “If you look at Anthropic's growth last year, … …
… But Reardon was dissatisfied with how companies, including Meta, were building cutting-edge AI. Matching the brain’s ability to learn and energy parsimony isn’t a new idea. Both IBM and Intel have released neuromorphic chips inspired by the brain’s architecture. …