The writing is on the (tomshardware.com) wall. Don't invest in AI. Invest in power, HDDs, GPUs, HVAC equipment, etc.
Anthropic invests $50B in US AI infrastructure
51–60 of 129 posts
Re: Anthropic invests $50B in US AI infrastructure
#52Earlier 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…
> forcing AI companies to use power more efficiently How? Also, why? Why are datacentres the use to tamp down on versus other industrial and commercial uses? This reminds me of California rationing residential water use so alfalfa farmers can flood their fields.
All good questions, I don't claim to have all the answers. What I'm saying is that using gigawatts of power for "AI" in this day and age is madness.
I do like the market insulation idea you propose in another comment (I would link to it, but apparently HN doesn't allow that).
Re: Anthropic invests $50B in US AI infrastructure
#53This 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.
If it can format images in Microsoft Word without breaking the document, or fix Microsoft Excel formula issues everyone will be buying.
Re: Anthropic invests $50B in US AI infrastructure
#54>The project will create approximately 800 permanent jobs
For $50 billion?
I think there's a serious problem here.
Re: Anthropic invests $50B in US AI infrastructure
#55We 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.
And then the entire energy grid collapses with the AI bubble.
Re: Anthropic invests $50B in US AI infrastructure
#56This 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.
Actually yeah 12k a year better be really really good, because that can get you a lot of quality human. At 12k per year and $100/hour, that gets you 120 hours of time which means you get ~20 minutes per day, on average. Or if you get down to $33 an hour it's an hour a day.
Re: Anthropic invests $50B in US AI infrastructure
#57Earlier quoted context omitted.
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?
Less impulse, more "oh we expected that we'd get more return".
We have a project at the moment thats all based around sharepoint. They have ingested many tens of thousands of documents, and are expecting that MS copilot studio will be able to a) RAG and B) produce meaningful answers with a 4 line prompt.
Re: Anthropic invests $50B in US AI infrastructure
#58Earlier quoted context omitted.
How many times has that happened so far?
Google is working with Kairos Power for nuclear reactors at their datacenters. Microsoft struck a deal with Three Mile Island to get a reactor up. And Amazon is working with Talen Energy. Might be others I missed.
So the public is expected to deal with higher prices after every data center build? The work can't be done in advance?
Re: Anthropic invests $50B in US AI infrastructure
#59> 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!
but it’s private money? who gives a fuck about the $/job created? if anything, it’s a good thing that Anthropic can afford to do it because they can so efficiently use capital. at least, so far…
Re: Anthropic invests $50B in US AI infrastructure
#60Earlier quoted context omitted.
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.
> 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…
Colocated power might be more efficient, depending on how it's done. It avoids transmission losses and allows the grid to be used for other purposes.