Compute is going fungible: Anthropic roadshow backs Ben Bajarin's hyperscaler thesis
BenBajarin · x · 2026-11-13
Creative Strategies analyst Ben Bajarin argues the future of AI compute is fungibility. While NVIDIA frames the GPU itself as fungible, hyperscalers have a vested interest in building data centers around workload fungibility. Anthropic's roadshow points about its ability to span all compute validate this thesis: every lab and cloud wants workloads to be fungible, and that's what keeps underlying compute design competitive. Based on a month of conversations with hyperscaler stakeholders, he expects merchant compute, custom silicon, copper and optical interconnects, liquid and air cooling, and power delivery from 800 VDC down to older generations to coexist, with software coordinating it all into one compute fabric.
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