Ben Bajarin says Anthropic is a natural partner for AMD’s GPU push

BenBajarin · x · 2026-07-23

On The Circuit last August, Ben Bajarin said Anthropic is a natural partner for AMD.

He points to a possible role for AMD in Anthropic GPU optimization, and argues NVIDIA may continue prioritizing larger customers like Amazon, which would likely require a premium allocation. The post is basically a reminder that the AI accelerator market is still being shaped by supply, partnerships, and vendor relationships—not just raw model demand.

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