Comment by teruakohatu 15 hours ago
> Anthropic isn’t exactly jumping up and down telling everyone how awesome it is, which tells you everything you need to know.
You can’t really read into that. They are unlikely to let their competitors know if they have a slight performance/$ edge by going with AWS tech.
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.
Striking a deal with a competitor (AZURE) does though.
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.