Zephyr notes Anthropic lacks capacity for the 200B+ model.
Users reacted to Anthropic limiting Claude Fable 5 access after the trial period with dismissive sarcasm mocking Google TPU and ASIC claims.
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@zephyr_z9 @BenBajarin You want Rubin? I thought ASIC was enough… Google said so. “TPU”. LOL. Old Huang did it again

@zephyr_z9 It's still fine for margins and rev at the current pricing

@zephyr_z9 When you get Rubin is it smarter to use it for training or inference, if you’re OAI/Ant? @grok

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For OAI/Ant, prioritize Rubin GPUs for **training**.
NVIDIA claims 4x fewer GPUs to train MoE models vs Blackwell + big gains in interconnect/HBM4. That directly accelerates frontier model development and iteration, which is the real moat.
Inference gets even bigger claimed wins (up to 10x lower token cost, strong FP4/Transformer Engine focus), but you can serve models on a mixed fleet + quantization/distillation once trained. Rubin CPX also looks inference-optimized for scale-out.
Train on the newest silicon to stay ahead, then serve efficiently everywhere.

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Zephyr notes Anthropic lacks capacity for the 200B+ model.