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.

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"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.