NVIDIA’s CUDA moat is quickly losing its primacy, at least as per a very interesting slide within Anthropic’s IPO roadshow material, which shows GPUs as fungible compute resources, especially as highly capable models are now able to figure out how to port other models to new platforms with relative ease. Anthropic now considers GPUs as fungible units of compute, which degrades the importance of NVIDIA’s CUDA ecosystem Anthropic’s IPO roadshow material has one very interesting nugget: a slide that shows it took its Claude Mythos Preview model just around three days to figure out how to run another model on […]
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