Anthropic is partnering with Broadcom to build custom ASICs.
The charitable reading of custom silicon is obvious (you get AGI, you get your "nation of electric engineering geniuses in a datacenter", they design better silicon and datacenters), but I also suspect it's competition for funding. If you concede eternal dependence on Nvidia…
I can assure u Nvidia has better AI/ML systems for chip design than Anthropic or OpenAI Ant/OpenAI lack the decades of proprietary data for it (Nvidia has lots of that) Also, Clive is hired cuz Anthropic & Broadcom are working on a custom TPU and likely other ASICs Ant/OAI need a partnership with Cadence or Synopsys if they want data access
@zephyr_z9 yeah I don't think Nvidia will lose a lot of market share but there is the hope of frontier labs that they'll get the full stack somehow
I can assure u Nvidia has better AI/ML systems for chip design than Anthropic or OpenAI Ant/OpenAI lack the decades of proprietary data for it (Nvidia has lots of that) Also, Clive is hired cuz Anthropic & Broadcom are working on a custom TPU and likely other ASICs Ant/OAI need a partnership with Cadence or Synopsys if they want data access
@teortaxesTex Can't you just put your faith in Lisa Su?
@zephyr_z9 They will lose market share if margins stay that high Chip design are currently being assisted by AI ,so shorter learning curves
Anthropic is partnering with Broadcom to build custom ASICs.
The charitable reading of custom silicon is obvious (you get AGI, you get your "nation of electric engineering geniuses in a datacenter", they design better silicon and datacenters), but I also suspect it's competition for funding. If you concede eternal dependence on Nvidia…