Anthropic is advocating for stronger GPU export restrictions rather forcefully.
NVidia really hates that. That’s the main thing.
Anthropic is trying to be very diversified in its hardware stack, trying to minimize dependence on any single vendor. In particular, they are very active in using Amazon’s Trainium chips. So they have been in effect acting against NVidia dominance. NVidia does not like that either.
Anthropic is advocating for stronger GPU export restrictions rather forcefully.
NVidia really hates that. That’s the main thing.
Anthropic is trying to be very diversified in its hardware stack, trying to minimize dependence on any single vendor. In particular, they are very active in using Amazon’s Trainium chips. So they have been in effect acting against NVidia dominance. NVidia does not like that either.