Anthropic talks safety, spends billions

CEO Dario Amodei published an essay calling for AI labs to slow development due to safety concerns. But Anthropic agreed to spend $517 billion on computing power in just 11 months.

“the company's actions tell a much different story”

Nvidia dominates AI chip market

Nvidia's GPUs power most AI workloads and remain the primary chips for Anthropic's infrastructure. CEO Jensen Huang forecasts AI spending will reach $3 trillion to $4 trillion by 2030.

“Nvidia's GPUs remain the primary chips powering AI workloads”

AMD inks $5 billion Anthropic deal

Advanced Micro Devices will invest up to $5 billion in Anthropic and sell its Helios rack-scale system for inference. Anthropic will deploy up to 2 gigawatts of AMD GPUs starting in 2027.

“Anthropic will deploy up to 2 gigawatts of AMD's GPUs”

Broadcom and Alphabet's TPU windfall

Anthropic will become Broadcom's largest customer, deploying custom Tensor Processing Units co-designed with Alphabet. Broadcom will deliver 1 gigawatt of Ironwood TPUs this year and 5 gigawatts of TPU v8i in 2027.

“Anthropic will become Broadcom's largest customer”

Amazon's $100 billion AWS commitment

Amazon owns about 20% of Anthropic and has received over $100 billion in AWS cloud commitments from the company over the next decade. Anthropic will use Amazon's Trainium accelerators and Graviton CPUs.

“Amazon has received more than $100 billion in AWS cloud commitments”

Five stocks poised to benefit

Nvidia, AMD, Broadcom, Alphabet, and Amazon are the primary beneficiaries of Anthropic's $517 billion compute spending. Each company supplies critical chips or infrastructure for the AI lab's expansion.