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Anthropic invests $50B in US AI infrastructure

anthropic.com

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Re: Anthropic invests $50B in US AI infrastructure

#41

Post by diamond559 »

HardCodedBias wrote: post #28

This is clearly aggressive. Will this pan out? We don't know, no one knows. But this isn't "a scam" there is a plausible future where a large percentage of white collar (or dare I say it, blue collar) work will have an assistant and that assistant requires a considerable subscription (200/mo? 1000/mo?). Interesting to see all of the leading labs in the West make this bet.

12k a year out of your paycheck for an advanced Clippy "assistant"? Sorry, this is not plausible. Oh and by blue collar work do you mean done by walking talking robots? I bet you think we'll be flying cars to work w/in 5 years too huh. Oh yeah and when is your chatbot going to solve physics and cure cancer again? You ppl have lost your minds.

Re: Anthropic invests $50B in US AI infrastructure

#42

Post by JumpCrisscross »

robotnikman wrote: post #12

We still need to fix the problem with powering these Datacenters....

> We still need to fix the problem with powering these Datacenters....

Not really. We need to insulate consumers from the market that is solving and will solve that problem. That's a financial engineering and policy problem. America is good at the first. We're bad at the second. That implies state and local initiatives should take the lead.

My proposal: one market for essential residential consumption, defined as the median household consumption per region [1]. (If you don't use your allocation, you should earn a rebate.) Above that, market price. Same for preferred commercial uses, e.g. retail and local government.

[1] https://www.eia.gov/energyexplained/use-of-energy/electricit...

Re: Anthropic invests $50B in US AI infrastructure

#43

Post by [deleted] »

eitally wrote: post #5
KaiserPro wrote: post #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.

Have you seen their 2025 growth curve (and projections)? https://www.reddit.com/r/EconomyCharts/comments/1lwdwd6/anth...

[deleted]

Re: Anthropic invests $50B in US AI infrastructure

#44

Post by theultdev »

testing22321 wrote: post #37
theultdev wrote: post #25

Earlier quoted context omitted.

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.

Your grandchildren will care if they use coal or natural gas. Aim higher. Do better.

Yes they will, they will prefer natural gas of those two. The main reason of emission reductions as we transition off of coal.

I really hope we go all in on nuclear though, with some natural gas and get rid of the windmills. Solar, hydro, geothermal can stay where it makes sense.

Unfortunately our skies and land are littered with windmills made out of unrecyclable polymers that are terrible for raptors.

Queue someone quoting how many cats kill birds like competing with the top predator is a good thing, or ignoring the fact that we put these in raptors' wind streams and cats don't hunt those large birds (which are usually endangered)

Our kids deserve nuclear.

Re: Anthropic invests $50B in US AI infrastructure

#45

Post by joelthelion »

theultdev wrote: post #26
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…

That's not a way forward, that's standing still. I'm all for more efficient usage, and it's in AI companies best interest to do so to minimize costs. ...but it's a growing industry, it will need more power.

No, it's not standing still. It's setting the priorities straight.

Completing the energy transition is an enormous undertaking. Building huge data centers is a distraction, not a way forward.

Re: Anthropic invests $50B in US AI infrastructure

#46

Post by HardCodedBias »

diamond559 wrote: post #41
HardCodedBias wrote: post #28

This is clearly aggressive. Will this pan out? We don't know, no one knows. But this isn't "a scam" there is a plausible future where a large percentage of white collar (or dare I say it, blue collar) work will have an assistant and that assistant requires a considerable subscription (200/mo? 1000/mo?). Interesting to see all of the leading labs in the West make this bet.

12k a year out of your paycheck for an advanced Clippy "assistant"? Sorry, this is not plausible. Oh and by blue collar work do you mean done by walking talking robots? I bet you think we'll be flying cars to work w/in 5 years too huh. Oh yeah and when is your chatbot going to solve physics and cure cancer again? You ppl have lost your minds.

I don't think it requires robots. Although that's possible too.

I think that HoloLens has a reasonable demonstration of how to assist blue collar work about 10 years ago (AFAIK it flopped). I would bet a dollar that similar technology augmented with LLMs could be useful to blue collar work.

Re: Anthropic invests $50B in US AI infrastructure

#47

Post by HardCodedBias »

diamond559 wrote: post #41
HardCodedBias wrote: post #28

This is clearly aggressive. Will this pan out? We don't know, no one knows. But this isn't "a scam" there is a plausible future where a large percentage of white collar (or dare I say it, blue collar) work will have an assistant and that assistant requires a considerable subscription (200/mo? 1000/mo?). Interesting to see all of the leading labs in the West make this bet.

12k a year out of your paycheck for an advanced Clippy "assistant"? Sorry, this is not plausible. Oh and by blue collar work do you mean done by walking talking robots? I bet you think we'll be flying cars to work w/in 5 years too huh. Oh yeah and when is your chatbot going to solve physics and cure cancer again? You ppl have lost your minds.

"12k a year out of your paycheck for an advanced Clippy "assistant"? Sorry, this is not plausible"

It's certainly possible. Will it actually happen? IDK.

Re: Anthropic invests $50B in US AI infrastructure

#48

Post by georgemcbay »

nradov wrote: post #30
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…

Why should they be treated differently than any other customer?

If they are treated like every other customer, all of our energy bills go up the more data centers they build

This is not a theoretical concern, it is happening already.

https://www.youtube.com/watch?v=YN6BEUA4jNU

Re: Anthropic invests $50B in US AI infrastructure

#50

Post by diamond559 »

eitally wrote: post #5
KaiserPro wrote: post #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.

Have you seen their 2025 growth curve (and projections)? https://www.reddit.com/r/EconomyCharts/comments/1lwdwd6/anth...

that is like 3 data point my man and you think you can project them just straight up forever and ever. this is bubble thinking.
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