Anthropic takes $5B from Amazon and pledges $100B in cloud spending in return
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Re: Anthropic takes $5B from Amazon and pledges $100B in cloud spending in return
#2So they are basically taking debt from amazon which is not a financial institution?
Re: Anthropic takes $5B from Amazon and pledges $100B in cloud spending in return
#3> At the heart of this deal is Amazon’s custom chips: Graviton (a low-power CPU) and Trainium (an Nvidia competitor and AI accelerator chip). The Anthropic deal ...
Yeah, totally not desperately seeking investment to keep the party going ...
Re: Anthropic takes $5B from Amazon and pledges $100B in cloud spending in return
#4Hope this will let them boost their capacity and offer higher limits on code models...
Re: Anthropic takes $5B from Amazon and pledges $100B in cloud spending in return
#5Isn’t this kind of like the Nvidia/OpenAI deal? Just circulating debt/money
Re: Anthropic takes $5B from Amazon and pledges $100B in cloud spending in return
#6Isn’t this kind of like the Nvidia/OpenAI deal? Just circulating debt/money
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Re: Anthropic takes $5B from Amazon and pledges $100B in cloud spending in return
#7Someone can explain to me what's the expectations for these AI labs?
I mostly see their products as commodity at this point, with strong open source contenders.
Eventually it will become hard to justify the premium on these models.
Re: Anthropic takes $5B from Amazon and pledges $100B in cloud spending in return
#8So they are basically taking debt from amazon which is not a financial institution?
Everyone eventually wants to be a landlord and a banker (essentially a debt landlord).
Re: Anthropic takes $5B from Amazon and pledges $100B in cloud spending in return
#9Isn’t this kind of like the Nvidia/OpenAI deal? Just circulating debt/money
And I think Oracle got into it as well, and later suffered
Re: Anthropic takes $5B from Amazon and pledges $100B in cloud spending in return
#10Someone can explain to me what's the expectations for these AI labs? I mostly see their products as commodity at this point, with strong open source contenders. Eventually it will become hard to justify the premium on these models.
Everyone using Claude code on a personal subscription is default opted in to getting their data trained on. Private troves of data like are seen to potentially end up in a winner take all scenario. More data, better models, attracts more users, results in more exclusive data (what Altman calls the data flywheel).