NVIDIA's Compute Share Rises at Anthropic
BenBajarin · x · 2026-07-11
This post summarizes key takeaways from a Microsoft survey of NVIDIA resellers, highlighting NVIDIA's growing share of Anthropic's compute capacity: reportedly surging from nearly zero to almost 50% in a short period.
Additional insights include:
- AI labs currently account for about 20% of total demand
- A certain frontier model was initially trained mostly on ASICs, limiting NVIDIA's exposure, but NVIDIA's share has since rebounded significantly
- Other frontier models still primarily use NVIDIA
- Demand growth is accelerating, approaching a scale of $100 billion per quarter
- Growth in Sovereign / neocloud / enterprise sectors may outpace that of hyperscalers
- Rubin Ultra is expected to ship in 2027
- Cash flow yield exceeds 50%
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