Anthropic Just Committed $80B in Five Days. Here Is Who It Is Renting From.

Anthropic's $80B compute commitments to Nscale and Lambda signal the emergence of 'neoclouds'—specialized GPU infrastructure companies that undercut hyperscalers on price and secure preferential access to Nvidia chips. The category could reach $400B revenue by 2031, but faces questions about whether the economics survive massive continuous hardware buildout.

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Topics: AI (Horizontal) · AI Infrastructure · Insurance

Published by Chamath Palihapitiya · their site ↗

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