Anthropic S-1: Nvidia GPUs Make Up 4.7 GW of Contracted Compute

Anthropic's IPO filing shows Nvidia GPUs account for 4.7 GW of its contracted compute, topping 4.5 GW of cheaper Google TPUs. Lenders still assign higher residual value to Nvidia silicon, prompting Broadcom's CEO to personally secure a $63 billion loan for the TPU deal.

• Nvidia GPUs: 4.7 GW versus 4.5 GW of Google TPUs
• Broadcom loan for Anthropic: $40B from banks, $63B with Blackstone
• Broadcom offered banks higher rates and loss guarantees
• Anthropic spreads compute across Nvidia, AMD, TPUs and Trainium