Chip analysis agency SemiAnalysis discovered from AMD executives' public code that Anthropic will become a new AMD customer. The AI unicorn behind Claude has built a diverse computing power matrix covering Google's TPU and Samsung, and now it is leading AMD into the market, pointing to a double breakdown between supply chain risk and Nvidia's monopoly bargaining.

Zhitongcaijing · 2d ago
Chip analysis agency SemiAnalysis discovered from AMD executives' public code that Anthropic will become a new AMD customer. The AI unicorn behind Claude has built a diverse computing power matrix covering Google's TPU and Samsung, and now it is leading AMD into the market, pointing to a double breakdown between supply chain risk and Nvidia's monopoly bargaining.