MTS(@MTSlive):SITUATION EXPLAINED: Anthropic's IPO roadshow says Claude got itself running on AMD chips in 3 days with almost no human help. • Anthropic runs Claude on 4 chip families: Amazon Trainium, Google TPUs, NVIDIA GPUs and AMD GPUs • Google and NVIDIA are among 7 partners buying $26B of Anthropic stock at the IPO price • Claude wrote or ported almost all of the low-level code for the AMD switch, a job that used to take dozens of engineers months • AMD agreed in July to supply up to 2GW of its MI450 GPUs and invest up to $5B in Anthropic • Anthropic set its IPO range at $70-$78 a share, valuing it at up to $1.4T fully diluted, with trading expected around Nov 19 • Its annualized revenue run rate hit about $81B at the end of October, up from about $71B a month earlier @theojaffee: "That seems to imply a pretty sizable weakness for NVIDIA if you could just easily run your models on any kind of chip."

1hours ago

SITUATION EXPLAINED: Anthropic's IPO roadshow says Claude got itself running on AMD chips in 3 days with almost no human help. • Anthropic runs Claude on 4 chip families: Amazon Trainium, Google TPUs, NVIDIA GPUs and AMD GPUs • Google and NVIDIA are among 7 partners buying $26B of Anthropic stock at the IPO price • Claude wrote or ported almost all of the low-level code for the AMD switch, a job that used to take dozens of engineers months • AMD agreed in July to supply up to 2GW of its MI450 GPUs and invest up to $5B in Anthropic • Anthropic set its IPO range at $70-$78 a share, valuing it at up to $1.4T fully diluted, with trading expected around Nov 19 • Its annualized revenue run rate hit about $81B at the end of October, up from about $71B a month earlier @theojaffee: "That seems to imply a pretty sizable weakness for NVIDIA if you could just easily run your models on any kind of chip."

Anthropic@AnthropicAI

2026.11.12 11:30

Our initial public offering: Legal disclaimer: Anthropic has filed a registration statement (including a prospectus) with the SEC for the offering to which this communication relates. Before you invest, you should read the prospectus in that registration statement (available at: and other documents Anthropic has filed with the SEC for more complete information about Anthropic and this offering. You may get these documents for free by visiting EDGAR on the SEC Web site at Alternatively, copies of the preliminary prospectus may be obtained from: Goldman Sachs & Co. LLC, Attention: Prospectus Department, 200 West Street, New York, NY 10282, by telephone at (866) 471-2526, or by email at prospectus-ny@ny.email.gs.com; or Morgan Stanley & Co. LLC, Attention: Prospectus Department, 180 Varick Street, 2nd Floor, New York, NY 10014. The securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post is not an offer to sell, or a solicitation of an offer to buy, the securities in any jurisdiction where the offer or sale is not permitted.