Anthropic invests $50B in US AI infrastructure

Post by simonw » Wed, Nov 12, 2025, 9:45 PM UTC

sunir wrote: post #15

eitally wrote: post #5

Earlier quoted context omitted.

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.

Post by joelthelion » Wed, Nov 12, 2025, 9:47 PM UTC

pureagave wrote: post #29

joelthelion wrote: post #22

Earlier quoted context omitted.

> it's really the only way forward. seems like a win/win. There is another way forward, which is not building these data centers, forcing AI companies to use power more efficiently, and use the excess energy production capacity towards the energy transition in order to avoid the worst consequences of climate change. It's not going to happen, at least not right now, but it's clearly what we ought to do. ChatGPT can wa…

I think you may be missing the whole national security part of the AI race. This isn't just about asking a computer what recipe you can cook tonight with the items in your fridge. In many ways it is similar to the race to build a nuclear bomb. We may individually not like that, but we might individually be best served to live in the nation that got there first.

Post by theultdev » Wed, Nov 12, 2025, 9:49 PM UTC

cactusplant7374 wrote: post #21

theultdev wrote: post #17

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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.

How many times has that happened so far?

Post by testing22321 » Wed, Nov 12, 2025, 9:50 PM UTC

theultdev wrote: post #25

testing22321 wrote: post #20

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Even better, don’t just “allow”, but force them to create power plants equal in size to their usage. Must be renewable.

I don't care what they use. Nuclear preferred but whatever works for the area. Natural gas is the main reason our emissions have gone down as it replaces coal. Also I don't think forcing is necessary. These datacenters want to, why impose more regulations.

Post by ares623 » Wed, Nov 12, 2025, 9:51 PM UTC

simonw wrote: post #31

sunir wrote: post #15

Earlier quoted context omitted.

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.

So the critical question here really is whether they are selling API access to their models for less than the unit cost it takes to serve them.