Anthropic's IPO Roadshow Video Says Mythos Got Claude Running on AMD MI355X in About 3 Days, With Claude Porting or Writing Almost 100% of the Kernels, vs 6-12 Months Traditionally
In the 42-minute IPO roadshow video Anthropic released on November 10, the compute chapter says the company started using AMD GPUs for the first time this year: bringing up a new chip platform used to take dozens of engineers months, but this time Mythos got Claude running on AMD in about three days with basically no human intervention, and Claude ported or wrote almost 100% of the kernels. An on-screen footnote narrows the claim: the roughly three days is how long Claude Mythos Preview took to bring up prompt processing for one Anthropic model on AMD MI355X GPUs at a useful level of performance, and the 6-12 month figure is the company's past experience with traditional engineering. Claims on X that the CUDA moat is gone go well beyond what Anthropic said.
Key Takeaways
- Official claim (roadshow video from 20:27): Anthropic started using AMD GPUs for the first time this year, and Mythos got Claude running on AMD in about 3 days with "basically no human intervention", porting or writing almost 100% of the kernels
- The on-screen footnote narrows it: Claude Mythos Preview brought up prompt processing (prefill) for one Anthropic model on AMD MI355X at a useful level of performance, not full training or full production serving
- Baseline: bringing up a new accelerator used to take dozens of engineers about 6-12 months (company history, vendor figure)
- Anthropic now trains and serves Claude on 4 major chip families, AWS Trainium, Google TPUs, NVIDIA GPUs and AMD GPUs, and treats them as one fungible compute pool
- Figures from the same video (vendor numbers): revenue grew more than 45x over six quarters while compute and infrastructure costs grew 10x; year-to-date gross margin is 85%, up from 29%; Q3 revenue was about $17B
