> Today, we are announcing a $50 billion investment in American computing infrastructure
> The project will create approximately 800 permanent jobs
Approximately $62.5 million per permanent job created!
Anthropic invests $50B in US AI infrastructure
11–20 of 129 posts
Re: Anthropic invests $50B in US AI infrastructure
#12We still need to fix the problem with powering these Datacenters....
Re: Anthropic invests $50B in US AI infrastructure
#13Now let's wait until US invests 50B in Anthropic!
Re: Anthropic invests $50B in US AI infrastructure
#14$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.
Lets put that quote in its full context, because its designed to sound much more impressive than it actually is.
> Anthropic serves more than 300,000 business customers, and our number of large accounts—customers that each represent over $100,000 in run-rate revenue—has grown nearly sevenfold in the past year.
Let me deconstruct that:
> Anthropic serves more than 300,000 business customers
Hard fact. No qualification on spend or activity, are they on trails or fully paid with contracts and minimum spend
> and our number of large accounts—customers that each represent over $100,000 in run-rate revenue
run-rate revenue is an extrapolation. (https://www.fool.com/terms/r/run-rate/) That could be buisnesses that trail anthropic for a month, spend 24K and think "fuck thats expensive" and stops spending. average that over 2 months, then times by 12, boom 100k account.
> has grown nearly sevenfold in the past year.
no starting base....
Its unconvincing, because its smoke and mirrors. Give me the numbers of paying customers, over time with revenue. Then show the opex/capex.
Re: Anthropic invests $50B in US AI infrastructure
#15$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...
Growth curves mean nothing if you're selling $0.90 dollars. You have to show a growth curve when price > cost. It's not even clear that value > cost.
I absolutely love Anthropic; but I am worried about the fiscal wall they will hit that will ratchet up my opex as they will need to steeply raise prices.
Re: Anthropic invests $50B in US AI infrastructure
#16$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...
The area under that curve is quite a bit less than 50B.
Re: Anthropic invests $50B in US AI infrastructure
#17We still need to fix the problem with powering these Datacenters....
the administration is allowing datacenters to be utilities and build their own power plants, nuclear or otherwise.
the excess can be sold to the grid.
it's really the only way forward. seems like a win/win.
Re: Anthropic invests $50B in US AI infrastructure
#18We still need to fix the problem with powering these Datacenters....
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Re: Anthropic invests $50B in US AI infrastructure
#19Earlier 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.
Lets put that quote in its full context, because its designed to sound much more impressive than it actually is. > Anthropic serves more than 300,000 business customers, and our number of large accounts—customers that each represent over $100,000 in run-rate revenue—has grown nearly sevenfold in the past year. Let me deconstruct that: > Anthropic serves more than 300,000 business customers Hard fact. No qualification…
How impulse-buy has business AI licensing got?
Is it really a surprise later, the cost?
Re: Anthropic invests $50B in US AI infrastructure
#20We still need to fix the problem with powering these Datacenters....
the administration is allowing datacenters to be utilities and build their own power plants, nuclear or otherwise. the excess can be sold to the grid. it's really the only way forward. seems like a win/win.
Even better, don’t just “allow”, but force them to create power plants equal in size to their usage. Must be renewable.