In the supply-constrained world of AI, cheaper is not always better, especially when financing is rapidly emerging as the biggest roadblock for ex-NVIDIA silicon, as evidenced by a recent dramatic intervention on the part of Broadcom’s CEO to secure a critical loan for Anthropic. It is also because of this ASIC-centric risk that Anthropic appears to be laying its proverbial eggs in multiple silicon baskets, including Google’s TPUs, Amazon’s Trainium, and GPUs from NVIDIA and AMD. Broadcom’s CEO held eleventh-hour talks with major banks to convince them to sign up on a loan for Anthropic, one that would allow the […]
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