Clark Tang(@_clarktang):Just my my math speculation: Pre Xai deal OAI at ~2.5GW / Anthro at ~2GW - Renting NVDA ~$13B/Yr/GW (hyperscalers / CRWV financials) - Assume mix of Trainium/TPU is 50% discount per GW - Then Anthro spending ~$13B for ~2GW then = ~$1B / mo of spend So adding this deal for COLOSSUS and COLOSSUS II = $1.25B / mo of spend That means after this deal, $NVDA penetration of Anthropic compute stack = >50% instantly... That's something Jensen mentioned on the earnings call: "And so we're growing - and our coverage of Anthropic has been largely 0 until just recently. And so we're gaining share tremendously in inference" Based on studying the industry I'm pretty sure that math is right... Even assuming Trainium / TPU is 25% discount then this deal puts Nvidia compute penetration at Anthropic at 40%! anyone else have different analysis?

2026.05.21 02:36

Just my my math speculation: Pre Xai deal OAI at ~2.5GW / Anthro at ~2GW - Renting NVDA ~$13B/Yr/GW (hyperscalers / CRWV financials) - Assume mix of Trainium/TPU is 50% discount per GW - Then Anthro spending ~$13B for ~2GW then = ~$1B / mo of spend So adding this deal for COLOSSUS and COLOSSUS II = $1.25B / mo of spend That means after this deal, $NVDA penetration of Anthropic compute stack = >50% instantly... That's something Jensen mentioned on the earnings call: "And so we're growing - and our coverage of Anthropic has been largely 0 until just recently. And so we're gaining share tremendously in inference" Based on studying the industry I'm pretty sure that math is right... Even assuming Trainium / TPU is 25% discount then this deal puts Nvidia compute penetration at Anthropic at 40%! anyone else have different analysis?