cmiles8 parent
With GCP announcing they built Gemini 3 on TPUs the opposite is true. Anthropic is under pressure to show they don’t need expensive GPUs. They’d be catching up at this point, not leaking some secret sauce. No reason for them to not boast on stage today unless there’s nothing to boast about.
Yes, but Google benefit from people using their TPUs, while Anthropic gains nothing unless AWS throws money at them for saying it.
This.
Anthropic is not going to interrupt their competitors if their competitors don't want to use trainium. Neither would you, I, nor anyone else. The only potential is downside. There's no upside potential for them at all in doing so.
From Anthropic's perspective, if the rest of us can't figure out how to make trainium work? Good.
Amazon will fix the difficulty problem with time, but that's time Anthropic can use to press their advantages and entrench themselves in the market.
I am not sure, I would imagine enthusiastic quotes will lead to huge discounts and in that scale that matters