$NVDA says Anthropic has now contracted 2.6 GW of Nvidia AI infrastructure shipping through 2028 even though Anthropic has long leaned heavily on $GOOGL TPU and $AMZN Trainium.
That tells me Nvidia is still winning the marginal dollar on next-gen compute because even a customer with serious custom silicon options is choosing Vera Rubin where performance per watt matters most.
That tells me Nvidia is still winning the marginal dollar on next-gen compute because even a customer with serious custom silicon options is choosing Vera Rubin where performance per watt matters most.