Anthropic’s chip bet feels less like a flex and more like a bill coming due
I’m mildly surprised Anthropic is doing this at all, but not by the logic of it. If you’re burning enough inference volume, the Nvidia tax stops looking theoretical. It becomes a line item that keeps growing while your product gets more popular. At that point, “we should design our own silicon” is not some grand strategic revelation; it’s the boring, expensive move that a bunch of AI companies eventually make when they realize renting GPUs forever is a bad way to run margins. What I find more in
papoo.work