The real blow Nvidia took didn't come from Huang

Anthropic adapted its Claude model to AMD chips in just three days, a move that threatens Nvidia's dominance in the AI market. The development neutralizes Nvidia's software advantage (CUDA) and opens the door to price competition, as AMD's system costs about $20 billion less per gigawatt.

AI company Anthropic announced a significant breakthrough: it managed to port its Claude model to AMD chips in just three days. Previously, such a process would have required a team of a dozen engineers and six months to a year of work. The new development threatens Nvidia's main competitive advantage, which relies on the CUDA software platform. According to Anthropic, the goal is to create the ability to use any chip regardless of manufacturer. The economic implication: AMD's Helios system is estimated at about $20 billion per gigawatt, compared to $40 billion for Nvidia, which could open the market to price competition.

The real blow Nvidia took didn't come from Huang