#Anthropic35BCompute

Переглядають: 194,8 тис.|Публікацій: 100

About Anthropic35BCompute

За повідомленнями, Anthropic погодилася купити обчислювальні потужності приблизно на $35 млрд у підтримуваного Nvidia хмарного провайдера Lambda, щоб розширити можливості для Claude, частково з кампусу Hut 8 BeaconPoint у Техасі. Hut 8 розкрила два 15-річні договори оренди на 704 МВт, базова вартість яких близько $19,6 млрд, але не повідомила, скільки з цього пов’язано з угодою. Фінансування стає дедалі складнішим: Google TPU, фінансування чіпів Broadcom, гарантії оренди. Під час IPO питання полягає не лише у доходах і оцінці: чи зможе зростання підприємства покрити довгострокові обчислювальні потужності, оренду та фінансування.

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Anthropic35BCompute Популярні дописи

TechCrunch
TechCrunch
Nscale, which recently struck a $45 billion deal with Anthropic, is in talks to raise additional funds in anticipation of an upcoming IPO.
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Tomasz Tunguz
Tomasz Tunguz
Model companies buy electricity by the megawatt and resell it as cognitive work. Anthropic's revenue has run as high as $50m per megawatt, against $10-15m of compute.
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Ed Zitron
Ed Zitron
Genuine question: how do you even underwrite a $15 billion loan to a company like Anthropic?
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Alea Research
Alea Research
$WULF slipped 1.9% to $15.35, but the spread that matters is 102 MW online against 336 MW under construction. TeraWulf signed an Anthropic lease covering about 401 MW and $19B of contracted revenue, with service due in 2027. Capacity does not earn until it is built.
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eGamers.io - Play to Earn, NFT & Metaverse
eGamers.io - Play to Earn, NFT & Metaverse
#Anthropic locks in $35B Lambda deal 🔌 350MW Texas compute capacity 🚀 Major infrastructure play before IPO 💰 Nvidia-backed Lambda's biggest win #Lambda
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Coinlive
Coinlive
Anthropic signed a $35B cloud deal with Nvidia-backed Lambda, per WSJ. Nvidia holds the lease at Hut 8’s Beacon Point campus in Texas, set to deliver about 350 MW of Nvidia-powered capacity for Claude.
6,38 тис.
CoinMarketCap
CoinMarketCap
LATEST: ⛏️ Anthropic signed a $35B computing deal with Nvidia-backed Lambda, per WSJ, and Hut 8's Beacon Point campus in Texas will power part of it.
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unusual_whales
unusual_whales
Anthropic has signed a cloud-computing deal worth $35 billion with Nvidia-backed cloud provider Lambda, with Nvidia, $NVDA, itself holding the lease on the data center, per WSJ
4,54 тис.
TLDR Newsletter
TLDR Newsletter
Anthropic has reportedly signed a $35 billion cloud deal with NVIDIA-backed Lambda for about 350 megawatts of capacity at a Texas data center built by Hut 8, per the Wall Street Journal. It follows the $45 billion deal Anthropic signed with Nscale earlier this month.
4,59 тис.
ORBS Official (NASDAQ: $ORBS)
ORBS Official (NASDAQ: $ORBS)
Approaching 1 billion people use @ChatGPT every week, and OpenAI is still one of the most valuable private companies in the world. $ORBS has invested approximately $90 million indirectly, through SPVs, for exposure to @OpenAI.
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