Partnerships and hiring data show AI companies are expanding beyond Nvidia chips

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• As compute comes from multiple vendors, a larger market will emerge for software that abstracts chip differences

  80% confidence

• TensorWave has deployed North America's largest AMD GPU cluster and is projecting $100M in ARR by year-end

  80% confidence

• Google opening TPU capacity at Anthropic scale signals both Anthropic's push for non-Nvidia supply and Google's bet that more buyers want alternatives

  80% confidence

• More than half of AWS Bedrock service now runs on Trainium AI chips

  80% confidence

• Early signals in hiring and partnerships show the AI compute mix starting to split away from Nvidia dominance

  80% confidence

• Anthropic is the notable exception to Nvidia's investments across leading AI companies

  80% confidence

• Switching from CUDA is a major barrier due to infrastructure, software ecosystem, and unknown learning costs

  80% confidence

• AI demand is outpacing supply, creating opportunity to develop Trainium chip capacity

  80% confidence