Anthropic invests $50B in US AI infrastructure
anthropic.com
Anthropic invests $50B in US AI infrastructure
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Re: Anthropic invests $50B in US AI infrastructure
#2$170k per buisness customer. That's not including existing debt and opex.
Good luck paying that back, especially as AI is basically commodity now.
Re: Anthropic invests $50B in US AI infrastructure
#3$170k per buisness customer. That's not including existing debt and opex. Good luck paying that back, especially as AI is basically commodity now.
Over a decade?
Also,
> customers that each represent over $100,000 in run-rate revenue—has grown nearly sevenfold in the past year.
isn’t unconvincing.
Re: Anthropic invests $50B in US AI infrastructure
#4$170k per buisness customer. That's not including existing debt and opex. Good luck paying that back, especially as AI is basically commodity now.
Over a decade? Also, > customers that each represent over $100,000 in run-rate revenue—has grown nearly sevenfold in the past year. isn’t un convincing.
None of this infra is worth anything more than five years from now.
Re: Anthropic invests $50B in US AI infrastructure
#5$170k per buisness customer. That's not including existing debt and opex. Good luck paying that back, especially as AI is basically commodity now.
Have you seen their 2025 growth curve (and projections)?
https://www.reddit.com/r/EconomyCharts/comments/1lwdwd6/anth...
Re: Anthropic invests $50B in US AI infrastructure
#6Earlier quoted context omitted.
Over a decade? Also, > customers that each represent over $100,000 in run-rate revenue—has grown nearly sevenfold in the past year. isn’t un convincing.
None of this infra is worth anything more than five years from now.
How do you think computing companies work?
They buy hardware, replace it as the years go on, and continue doing business.
The investment isn't just in raw compute - they have to build buildings, pay staff, and other things. For the hardware and software - they just keep pace as all the other computing companies have to.
Re: Anthropic invests $50B in US AI infrastructure
#7$170k per buisness customer. That's not including existing debt and opex. Good luck paying that back, especially as AI is basically commodity now.
Also, 800 permanent employees is $62.5M/employee.
Re: Anthropic invests $50B in US AI infrastructure
#8$170k per buisness customer. That's not including existing debt and opex. Good luck paying that back, especially as AI is basically commodity now.
Have you seen their 2025 growth curve (and projections)? https://www.reddit.com/r/EconomyCharts/comments/1lwdwd6/anth...
Are you saying that in next 10 years they'll make more money that there's an atoms in the universe?
Re: Anthropic invests $50B in US AI infrastructure
#9$170k per buisness customer. That's not including existing debt and opex. Good luck paying that back, especially as AI is basically commodity now.
Have you seen their 2025 growth curve (and projections)? https://www.reddit.com/r/EconomyCharts/comments/1lwdwd6/anth...
have you seen their cost curves and projections as well?
Re: Anthropic invests $50B in US AI infrastructure
#10$170k per buisness customer. That's not including existing debt and opex. Good luck paying that back, especially as AI is basically commodity now.
Also, 800 permanent employees is $62.5M/employee.
With the 2400 temporary employees it's $14M/job, which is very very capital intensive.
If trends continue, all investment in the economy will be directed by about 6 people at a big AI company, and what will money mean at that point?