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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

#91

Post by gowld »

runako wrote: post #65
JumpCrisscross wrote: post #42

Earlier quoted context omitted.

> 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…

There should be a tenure element to power access. The reductio is a well-funded adversary should not be able to buy all the power in a region just because they are able to pay more. Our utilities are generally regulated, and have some mandate to provide power to residents. If a datacenter creates a sudden dislocation in the demand for power that causes massive unplanned CapEx by the utility, what is the argument in f…

> what is the argument in favor of longtime residents having to pay for that CapEx?

The argument is that people like air conditioning and lights, so they will pay, or leave.

Re: Anthropic invests $50B in US AI infrastructure

#92

Post by gowld »

LunaSea wrote: post #84
theultdev wrote: post #44

Earlier quoted context omitted.

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…

> Unfortunately our skies and land are littered with windmills made out of unrecyclable polymers that are terrible for raptors. Like our lands and oceans are not littered with drilling platforms and fracking stations already

non-responsive to the parent comment. Oil is not nuclear.

Re: Anthropic invests $50B in US AI infrastructure

#94

Post by mkl »

Yizahi wrote: post #85

Anthropic just borrowed 133 billion dollars from different investors in September, and 20 billion in total over 2025. Just where would they get such amount of actual money? Ask Softbank for a donation? Those guys do like to pour money into a fire pit.

> Anthropic just borrowed 133 billion dollars from different investors in September

13 billion, not 133, and it was VC investment, not a loan: https://www.reuters.com/business/anthropics-valuation-more-t...

Anthropic didn't give a time frame for that $50 billion spend, but it's probably more realistic than OpenAI's $1.4 trillion spending plan.

Re: Anthropic invests $50B in US AI infrastructure

#95

Post by shalmanese »

runako wrote: post #65
JumpCrisscross wrote: post #42

Earlier quoted context omitted.

> 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…

There should be a tenure element to power access. The reductio is a well-funded adversary should not be able to buy all the power in a region just because they are able to pay more. Our utilities are generally regulated, and have some mandate to provide power to residents. If a datacenter creates a sudden dislocation in the demand for power that causes massive unplanned CapEx by the utility, what is the argument in f…

> There should be a tenure element to power access.

NIMBYism, but applied to grid power!

Re: Anthropic invests $50B in US AI infrastructure

#96

Post by Nevermark »

Gigachad wrote: post #55
theultdev wrote: post #17

Earlier 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.

And then the entire energy grid collapses with the AI bubble.

With all that extra cheap energy, we can start making more steel again. Desalinate water. There are a lot of things that can be done with vast amounts of underutilized cheap energy.

Re: Anthropic invests $50B in US AI infrastructure

#97

Post by nradov »

georgemcbay wrote: post #90
nradov wrote: post #80

Earlier quoted context omitted.

OK then I guess we should disconnect every large industrial electricity customer from the grid. That way we'll all have lower energy bills, right?

> OK then I guess we should disconnect every large industrial electricity customer from the grid. No, what we should do is put every "large load" electricity customer (including but not limited to these data centers) into their own rate-payer class like they did in Maryland and Oregon instead of lumping them in with everyone else. Once they are in their own rate-payer class then their rates can be adjusted to pay for…

If they pay the same rates as everyone else then that's not corporate welfare. If the rates are artificially low thus causing shortages then we have a different problem.

Re: Anthropic invests $50B in US AI infrastructure

#98

Post by catigula »

JumpCrisscross wrote: post #76
catigula wrote: post #54

>The project will create approximately 800 permanent jobs For $50 billion? I think there's a serious problem here.

> For $50 billion? It’s Capex. Most home construction produces less than a single permanent job on average.

Probably not the best idea rhetorically to pick something people literally require to live and compare it against AI spending to make your point.

Re: Anthropic invests $50B in US AI infrastructure

#100

Post by zamalek »

lispisok wrote: post #77

Anthropic doesnt have $50B to invest, even over multiple years, so who is really writing the checks?

We will soon read that US is investing 50b into AI infrastructure by means of Anthropic commitments. Both balance sheets line up, no money exchanges hands.

NVIDIA, Intel, AMD, and OpenAI are all already engaging in this type of behavior.

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