Anthropic says AI is eroding Nvidia's CUDA lead, cutting an AMD chip switch from months to three days

Anthropic claims it ported its Claude model to AMD GPUs in about three days with almost no human intervention, using its own frontier model, Mythos, to write or port nearly 100 percent of the kernels, versus the six to twelve months traditional engineering approaches require. The company says it now trains and runs Claude across four chip families—AWS Trainium, Google TPUs, Nvidia GPUs and AMD GPUs—treated as one interchangeable compute pool, and it cites figures from an investor presentation that have not been independently verified. Anthropic also points to "compute multipliers" and its "Anthropic Direct" data center program, while Nvidia and AMD both hold financial ties to the company.