State of AI Compute Index: Anthropic and OpenAI Shift Heavily to Non-Nvidia Chips
nathanbenaich · x · 2026-08-02
The State of AI compute index (cutoff Aug 26) reveals a massive shift to non-Nvidia silicon among top AI labs:
- Anthropic: Added up to 2GW of AMD MI450s, meaning 7 of its 8GW of contracted compute is now non-Nvidia.
- OpenAI: 16.75 out of 26.75GW of compute is non-Nvidia, utilizing AMD, Broadcom, and Cerebras.
Related event: State of AI Compute Index: Top AI Firms Shift to Non-Nvidia Chips(2 posts)→
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