> Anthropic isn’t exactly jumping up and down telling everyone how awesome it is, which tells you everything you need to know.
You can’t really read into that. They are unlikely to let their competitors know if they have a slight performance/$ edge by going with AWS tech.
Striking a deal with a competitor (AZURE) does though.
With GCP announcing they built Gemini 3 on TPUs the opposite is true. Anthropic is under pressure to show they don’t need expensive GPUs. They’d be catching up at this point, not leaking some secret sauce. No reason for them to not boast on stage today unless there’s nothing to boast about.