#Anthropic35BCompute

Počet diváků: 194,8 tis.|100 příspěvek

About Anthropic35BCompute

Anthropic údajně souhlasil s nákupem výpočetní kapacity za přibližně 35 miliard dolarů od cloudové služby Lambda podporované Nvidia, aby rozšířil kapacitu pro Claude, částečně z kampusu Hut 8 BeaconPoint v Texasu. Hut 8 zveřejnil dvě 15leté nájemní smlouvy pokrývající 704 MW, základní hodnota blízko 19,6 miliardy dolarů, ale nezveřejnil, kolik z toho souvisí s touto dohodou. Financování se stává složitějším: Google TPU, financování čipů Broadcom, záruky nájmů. Při vstupu na IPO není otázkou jen příjem a ocenění: zda růst podnikání pokryje dlouhodobé výpočetní kapacity, nájmy a financování.

Příbuzná kryptoměna
ANTHROPIC
-3,24 %
xNVDA
-2,25 %

Anthropic35BCompute Oblíbené příspěvky

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.
3,97 tis.
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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3,85 tis.
Ed Zitron
Ed Zitron
Genuine question: how do you even underwrite a $15 billion loan to a company like Anthropic?
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3,97 tis.
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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2,94 tis.
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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3,03 tis.
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.
5,85 tis.
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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6,08 tis.
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
4,01 tis.
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.
4,06 tis.
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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9,7 tis.