Veytics Intelligence
2026-11-11 · Yahoo

Anthropic's Mythos claim may put Nvidia’s CUDA moat in a vulnerable spot

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Yahoo Finance's Deirdre Bosa discusses an Anthropic (ANTH.PVT) claim that its Mythos model got Claude running on AMD (AMD) chips in about three days, raising questions about whether AI can erode the value of Nvidia's (NVDA) CUDA moat. View Comments

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