NVIDIA's recent NDR indicated that Anthropic's share of compute running on NVIDIA's infrastructure has increased to nearly 50%, signaling strong demand from frontier AI labs. The company also anticipates the global memory shortage will continue for several years, impacting the broader tech ecosystem. NVIDIA's evolving view on Groq's SRAM-based architecture suggests a potential shift in its competitive assessment.
NVIDIA's insights confirm sustained, aggressive demand for AI compute and memory, tightening supply for consumer-device companies like Apple.