NVIDIA has announced a partnership with Anthropic, one of the leading 'closed-source' AI firms in the world, indicating that the deal will push the AI bandwagon even further.
NVIDIA Sees One-Gigawatt Commitment From Anthropic Around Vera Rubin & Blackwell AI Systems
There's no doubt that NVIDIA has partnered with almost all AI giants, including CSPs, neoclouds, and firms such as OpenAI and Amazon's AWS. The one name missing from the list was indeed Anthropic, as there had been enmities between NVIDIA and the AI giant in the past, but it appears that this is now a thing of the past. In a new blog post by Team Green, it is disclosed that NVIDIA and Anthropic have entered an AI-focused partnership, with Claude's creator committing 1 GW capacity around Blackwell and Rubin systems, while NVIDIA will invest $10 billion into the AI giant.
Anthropic’s compute commitment will initially be up to 1 gigawatt of compute capacity with NVIDIA Grace Blackwell and Vera Rubin systems. As part of the partnership, NVIDIA and Microsoft are committing to invest up to $10 billion and up to $5 billion respectively in Anthropic.
- NVIDIA
Well, the conventional route of analyzing this deal would be to associate it with the rising computing demands of AI companies out there, and how they need the financing in order to achieve breakthroughs, but with NVIDIA and Anthropic, there's a twist in the story. For those unaware, Anthropic became one of the first customers to adopt Google's 7th-generation 'Ironwood' TPUs a few weeks ago, marking one of the largest deals for custom silicon from someone other than NVIDIA. The development made headlines all over the industry, as the Google-Anthropic deal was seen as an act to target NVIDIA's AI dominance.
Not just this, but NVIDIA's CEO Jensen Huang and Anthropic's Dario Amodei have expressed concerns about how each of them takes the 'AI frenzy', with Jensen criticizing Anthropic's 'closed-source' AI approach, while Amodei's firm has spoken against NVIDIA's pursuit of getting its AI chips to China. There has been an apparent enmity between the two firms over the years, but with the recent deal, apparently held with Microsoft being the 'mediator', it is evident that the AI world is in desperate need of financing and is willing to let go of past controversies.
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