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02:53LONG
“we use 3 different chip platforms. So we are customers of Amazon's Trainium chip, Google's TPUs, and NVIDIA's GPUs. You know, we use these chips fungibly.”
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Anthropic stays the only lab using all 3 chip platforms, keeping NVIDIA in the mix
NVDALONG@ $222.05
$199.05-10.36%
since call May 13
“We started the year with about $9 billion of run rate revenue and we ended the quarter with, you know, north of $30 billion of run rate revenue. I mean, that…”
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Anthropic compounding 10x revenue per year on frontier model demand, raising $125B+ to fund it
ANTHROPICLONGIDEA · NOT YET PRICED
23:50LONG
“So last month, you know, we signed a 5-gigawatt deal with Google and with Broadcom for TPUs starting in 2027. We also signed a deal with Amazon for Trainium…”
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Anthropic's TPU buy makes Google/Broadcom the picks-and-shovels winners of its compute boom
GOOGLLONG@ $380.97
$361.07-5.22%
since call May 13
23:50LONG
“So last month, you know, we signed a 5-gigawatt deal with Google and with Broadcom for TPUs starting in 2027... It was an over $100 billion commitment.”
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Broadcom rides Anthropic's 5GW custom-TPU deal as the silicon partner behind the chips
AVGOLONG@ $423.61
$380.15-10.26%
since call May 13
23:50LONG
“We also signed a deal with Amazon for Trainium for up to 5 gigawatts as well. It was an over $100 billion commitment. And a lot of that compute is actually…”
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Anthropic's 5GW Trainium deal makes Amazon a core compute winner of the AI buildout
AMZNLONG@ $270.95
$265.83-1.89%
since call May 13
peak +2.2%
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