Hacker News Board Hacker News, browsed like a classic message board
Live data from Hacker News

Anthropic expands partnership with Google and Broadcom for next-gen compute

anthropic.com

Post reply on HN
Print view View original

71–80 of 139 posts

Re: Anthropic expands partnership with Google and Broadcom for next-gen compute

#71

Post by astral_drama »

zozbot234 wrote: post #50
twoodfin wrote: post #39

Earlier quoted context omitted.

That these data centers can turn electricity + a little bit of fairly simple software directly into consumer and business value is pretty much the whole story. Compare what you need to add to AWS EC2 to get the same result, above and beyond the electricity.

That's a convenient story, but most consumers' and businesses' use of AI is light enough that they could easily run local models on their existing silicon. Resorting to proprietary AI running in the datacenter would only add a tiny fraction of incremental value over that, and at a significant cost.

I'm looking forward to running a Gemma 4 turboquant on my 24GB GPU. The perf looks impressive for how compact it is.

I often get a 10x more cost effective run processing on my local hardware.

Still reaching for frontier models for coding, but find the hosted models on open router good enough for simple work.

Feels like we are jumping to warp on flops. My cores are throttled and the fiber is lit.

Re: Anthropic expands partnership with Google and Broadcom for next-gen compute

#72

Post by semiinfinitely »

mahadillah-ai wrote: post #69

Interesting to see Anthropic investing in compute infrastructure. The bottleneck I keep hitting is not raw compute but where that compute lives — EU customers increasingly need guarantees their data stays in-region. More sovereign compute options in Europe would unlock a lot of enterprise AI adoption.

[flagged]

Re: Anthropic expands partnership with Google and Broadcom for next-gen compute

#73

Post by kdkl »

Animats wrote: post #13
brianjlogan wrote: post #11

Earlier quoted context omitted.

I'd imagine one day there will be a limiting factor of cash to burn as well.

We're getting close. The first big AI bankruptcy can't be far off.

Lol well OAI is falling apart at the seams.

Simo takes a medical leave. And there appears to be friction between the CEO and CFO.

Re: Anthropic expands partnership with Google and Broadcom for next-gen compute

#74

Post by signatoremo »

kdkl wrote: post #68
tabbott wrote: post #65

Earlier quoted context omitted.

If your revenue doubles every month, then in the first month where you make $2.5B, your total lifetime revenue has been $5B ($2.5B this month, $1.25B the month before, etc. is a simple geometric series). But your current revenue run rate for the next year will be $2.5B x 12 = $30B. They're not quite growing that fast, but there's nothing inherently inconsistent between these claims... as long as the growth curve is c…

The reality is 1) It's in their interest to distort numbers and frame things that make them look good - e.g. using 'run-rate' 2) The numbers are not audited and we have no idea re. the manner in which they are recognising revenue - this can affect the true compounding rate of growth in revenues

The numbers are certainly audited by their investors. Anthropic isn't foreign to PR talk, but investors know what to look for in their book. They aren't stupid unlike how they are viewed on HN.

There are more investment money than Anthropic need. They can pick and choose.

Re: Anthropic expands partnership with Google and Broadcom for next-gen compute

#75

Post by kdkl »

signatoremo wrote: post #74
kdkl wrote: post #68

Earlier quoted context omitted.

The reality is 1) It's in their interest to distort numbers and frame things that make them look good - e.g. using 'run-rate' 2) The numbers are not audited and we have no idea re. the manner in which they are recognising revenue - this can affect the true compounding rate of growth in revenues

The numbers are certainly audited by their investors. Anthropic isn't foreign to PR talk, but investors know what to look for in their book. They aren't stupid unlike how they are viewed on HN. There are more investment money than Anthropic need. They can pick and choose.

"The numbers are certainly audited by their investors."

Hahaha.

Mate nobody cares about that nor trusts it. Everyone is waiting in anticipation for the S-1 filing.

Re: Anthropic expands partnership with Google and Broadcom for next-gen compute

#76

Post by MarsIronPI »

kdkl wrote: post #58
zozbot234 wrote: post #55

Earlier quoted context omitted.

Even if the AI frontier becomes "totally commoditized" it will still be reliant on a scarce factor, namely leading-edge chips. Chipmakers will ultimately capture that value, because competing it away would require expanding the industry and that's a very slow process involving billion-dollar expenses planned far in advance (multiple years, and that lead time can only expand further as the required scale gets even lar…

Except you're neglecting the fact that LLMs can become more efficient. The magical thing about software is that efficiency gains can come pretty quickly relative to other industries.

We're already seeing this with Qwen 3.5 and Gemma 4. They're better than GPT-3.5 and they run on smartphones and old laptops.

Re: Anthropic expands partnership with Google and Broadcom for next-gen compute

#77

Post by teaearlgraycold »

firecall wrote: post #54
teaearlgraycold wrote: post #5

Earlier quoted context omitted.

Not sure if this is satire. Edit: What we have built is a natural language interface to existing, textually recorded, information. Transformers cannot learn the whole universe because the universe has not yet been recorded into text.

AFAIK the data does not need to be text.

Well diffusers are trained unsupervised on raw pictures. I don't know how they train multi-modal LLMs on images, but yes obviously they are consuming other media than just text. I don't think, but would be happy to be corrected, that models glean much of their "knowledge" from non-textual training data.

Re: Anthropic expands partnership with Google and Broadcom for next-gen compute

#78

Post by AlphaSite »

nomel wrote: post #26
skybrian wrote: post #12

I guess gigawatts is how we roughly measure computing capacity at the datacenter scale? Also saw something similar here: > Costs and pricing are expressed per “token”, but the published data immediately seems to admit that this is a bad choice of unit because it costs a lot more to output a token than input one. It seems to me that the actual marginal quantity being produced and consumed is “processing power”, which…

> but the published data immediately seems to admit that this is a bad choice of unit because it costs a lot more to output a token than input one And, that's silly, because API pricing is more expensive for output than input tokens, 5x so for Anthropic [1], and 6x so for OpenAI! [1] https://platform.claude.com/docs/en/about-claude/pricing [2] https://openai.com/api/pricing

I think for the same model wall time is probably a more intuitive metric; at the end of the day what you’re doing is renting GPU time slices.

Large outputs dominate compute time so are more expensive.

IMO input and output token counts are actually still a bad metric since they linearise non linear cost increases and I suspect we’ll see another change in the future where they bucket by context length. XL output contexts may be 20x more expensive instead of 10x.

Re: Anthropic expands partnership with Google and Broadcom for next-gen compute

#79

Post by strongpigeon »

ketzo wrote: post #41

$19B -> $30B annualized revenue in a month ? Feels like the lede is buried here!

All of big tech (except Google obviously) is pushing hard for Claude Code internally. I’m talking “you all have unlimited tokens and we’re going to have a leaderboard of who used the most” kind of push.

Re: Anthropic expands partnership with Google and Broadcom for next-gen compute

#80

Post by baron816 »

zozbot234 wrote: post #55
baron816 wrote: post #53

Earlier quoted context omitted.

I think you can argue that AI is going to explode and take over the economy, and it’s still a bubble. I think one possible route is that cloud capacity just becomes totally commoditized and none of the hyperscalers will be able to extract the kinds of profit margins that would allow them to make a good return on their investment (model makers will fall victim to this too). Ultimately, what may happen is that market c…

Even if the AI frontier becomes "totally commoditized" it will still be reliant on a scarce factor, namely leading-edge chips. Chipmakers will ultimately capture that value, because competing it away would require expanding the industry and that's a very slow process involving billion-dollar expenses planned far in advance (multiple years, and that lead time can only expand further as the required scale gets even lar…

You don’t think open AI models will eventually be able to design and build chips and fabs and all their components?
Post reply on HN