Futurum Equities(@FuturumEquities):"One Anthropic engineer used Claude to bring a frontier model onto MI355 racks over one weekend." -@StockSavvyShay Shay on how AI coding is lowering the CUDA switching cost for $AMD, and why the Anthropic deal includes using Claude to speed up ROCm. With @StockMarketNerd.

Futurum Equities

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Futurum Equities@FuturumEquities

2hours ago

"One Anthropic engineer used Claude to bring a frontier model onto MI355 racks over one weekend." -@StockSavvyShay Shay on how AI coding is lowering the CUDA switching cost for $AMD, and why the Anthropic deal includes using Claude to speed up ROCm. With @StockMarketNerd.