this post was submitted on 21 May 2026
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And, as I understand it, Anthropic hasn't committed as much spending to building out new data centers, and has setup their operations to be GPU agnostic, so they can keep flexibility between NVIDIA GPUs, Google TPUs, and Amazon Trainium, and play the data center pricing game. Anthropic is better positioned to survive an AI winter (and I believe it's coming soon).
Altman's been trying to put on a big show with huge numbers and all the huge NVIDIA deals are part of it. Anthropic actually seems to be trying to build good products, as far as that's even possible when it comes to AI. I think it says a lot that most people had heard of Sam Altman a few years ago already, whereas Dario Amodei isn't really a household name, even today.