… For Amazon, it has a strategy of procuring HBM directly rather than through design partners, helping them to lower their cost. For a detailed, chip-by-chip bit forecast, refer to our Accelerator Model . …
… Anthropic is betting on hardware-software codesign Trainium2’s memory bandwidth per TCO advantage is key to understanding Anthropic’s choice. While Nvidia’s chips and systems are better on most fronts, Trainium2 fits perfectly into Anthropic’s roadmap. …
… Even emerging designs such as OpenAI’s chip with Broadcom stand to compete given they will be codesigned with Frontier Models in mind and with an internal workload as a backstop. …