#Anthropic35BCompute

194,8 K vizionează|100 postare

About Anthropic35BCompute

Se pare că Anthropic a acceptat să cumpere aproximativ 35 miliarde de dolari în capacitate de calcul de la Lambda, un cloud susținut de Nvidia, pentru a-și extinde capacitatea pentru Claude, parțial de la campusul BeaconPoint al Hut 8 din Texas. Hut 8 a dezvăluit două contracte de închiriere pe 15 ani care acoperă 704MW, cu o valoare de bază aproape de 19,6 miliarde de dolari, dar nu a precizat cât din acestea sunt legate de acest acord. Finanțarea devine tot mai complexă: TPU-urile Google, finanțarea cipurilor Broadcom, garanții pentru închirieri. Înainte de IPO, întrebarea nu este doar despre venituri și evaluare: poate creșterea în sectorul enterprise să acopere pe termen lung capacitatea de calcul, închirierile și finanțarea.

Cripto asociate
ANTHROPIC
-5,26 %
xNVDA
-2,05 %

Anthropic35BCompute Postări populare

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.
4,12 K
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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4,11 K
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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3,08 K
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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3,18 K
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.
5,99 K
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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6,23 K
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
4,16 K
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.
4,21 K
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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