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11 Nov, 08:59

Nvidia's AI Compute Dominance Despite Competitor Shifts

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The author highlights Nvidia's entrenched dominance in AI compute infrastructure, noting that $206B in deals from various providers still rely on Nvidia GPUs despite some competitor shifts, alongside a major $10B investment in Anthropic.

Nvidia isn't on Anthropic's list of top compute suppliers, but up to $206B of its compute deals with SpaceXAI, Nscale and Lambda are powered by $NVDA GPUs. Nvidia is also investing $10B in Anthropic $ANT at the IPO price. Separately, Tradr has filed for two 2x leveraged ETFs tied to Anthropic shares: ANTT (long) and ANTZ (short).

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