Breakdown: Only 3% of Anthropic's 2.68M Chips Are Nvidia, Lowest in AI
teortaxesTex · x · 2026-11-12
A widely shared compute breakdown (as of Nov 1, partly estimated) shows Anthropic is the least Nvidia-dependent frontier lab: of 2.68M chips running or coming online, only 80k (3%) are Nvidia, with the rest being Trainium and TPU.
The breakdown:
- Trainium2: 1.00M (Anthropic's own "over one million")
- Trainium3: 600k (est.)
- TPU v7: 1.00M (est., Broadcom direct + Google Cloud)
- GB200: 80k (30k on Colossus 1, 50k Azure est.)
- Next: up to 2 GW of AMD MI450 from 1H 2027
By comparison, xAI and Microsoft are 100% Nvidia, OpenAI 88%. Claude's imminent availability on AMD makes it the fourth chip vendor. The retweeter's jab at Dario being "anti-competitive" is personal commentary.
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