Jensen Huang: Using Google's TPU for Anthropic was an investment I made earlier; not investing in Anthropic sooner was my mistake.

ME News Report, April 16th (UTC+8), according to Beating Monitoring, NVIDIA CEO Jensen Huang admitted in an interview with podcast host Dwarkesh Patel that failing to invest early in Anthropic was a mistake, and for the first time publicly explained why Anthropic’s computing power mainly relies on Google TPU and Amazon Trainium. Google and AWS invested billions of dollars in Anthropic early on, and in exchange, Anthropic’s computing power primarily uses these two companies’ platforms. Huang said that at the time, NVIDIA lacked the capacity and awareness to make such a large-scale investment: “I didn’t realize deeply that VCs simply cannot invest 5 to 10 billion dollars into an AI lab. They had no other options, and that was my mistake.” He said that if he could do it over again, and NVIDIA had the scale it has today, “I would be very happy to do this.” He explicitly denied the market narrative that “dedicated chips are replacing GPUs”: “Anthropic is a special case, not a trend. Without Anthropic, where does TPU growth come from? Completely from Anthropic. Without Anthropic, where does Trainium growth come from? Completely from Anthropic.” In his view, Anthropic’s use of dedicated chips reflects the constraints of investment agreements, not technical judgments on performance or cost. NVIDIA later compensated for this gap through large subsequent investments. In February this year, NVIDIA invested 30 billion USD in OpenAI (mainly in GPU computing power and infrastructure commitments), and Huang said this might be the “last” investment before OpenAI’s IPO. In November last year, NVIDIA and Microsoft jointly invested in Anthropic, with NVIDIA investing up to 10 billion USD, boosting Anthropic’s valuation to about 350 billion USD. Huang said in the interview that the logic behind these two investments is the same: “The world needs them to exist.” (Source: BlockBeats)