Anthropic launches IPO roadshow, discloses multi-chip compute strategy
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Anthropic has launched its IPO roadshow, and its roadshow video disclosed previously unpublished business information. Co-founder Tom Brown, in the "compute path" section of the video, said that Claude's training and inference already cover AWS Trainium chips. This means Anthropic does not rely on a single chip source for compute, but the video did not specify the specific proportion each chip accounts for or the timing of switches.
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- Simon WillisonAnthropic's IPO roadshow video
Anthropic's IPO roadshow video includes previously unreleased details on its business, notably a section with co-founder Tom Brown on its "Approach to compute," describing how Claude is trained and served across AWS Trainium, Google TPUs, NVIDIA GPUs and AMD GPUs. Brown says a multi-chip strategy was an early unconventional bet, and that this year Claude got running on AMD GPUs in three days with basically no human intervention, porting or writing almost 100% of the kernels. He also describes compute multipliers as a stacking competitive advantage that could accelerate toward recursive self-improvement.
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