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Anthropic takes $5B from Amazon and pledges $100B in cloud spending in return

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Re: Anthropic takes $5B from Amazon and pledges $100B in cloud spending in return

#91

Post by JumpCrisscross »

bwfan123 wrote: post #78
anonyfox wrote: post #69

Sounds like moneygrab is accelerating before consumer grade local models are getting good enough for local inference in few years. Huge house of cards here. Demand skyrocketing until it’s suddenly dropping entirely with ondevice inference.

> consumer grade local models are getting good enough for local inference I am waiting for that. Perhaps a taalas kind of high-performance custom hw coding llm engine paired with an open-source coding-agent. Priced like a high-end graphics card which would be pay off over time. It will be a replay of the ibm-mainframe to PC transition of a previous era.

> I am waiting for that

Same, and I think we're close. "The original 1984 128k Mac model was $2,495, and the 1985 512k Mac was $2,795" [1]. That's $8 to 9 thousand today. About the price of a 32-core, 80-GPU M3 Ultra Mac Studio with 256 GB RAM.

[1] https://blog.codinghorror.com/a-lesson-in-apple-economics/

[2] https://www.bls.gov/data/inflation_calculator.htm

Re: Anthropic takes $5B from Amazon and pledges $100B in cloud spending in return

#93

Post by throwa356262 »

jubilanti wrote: post #62
mitchell_h wrote: post #33

Earlier quoted context omitted.

I watched some explain how deepseak got good and the Chinese approach to LLM training. Really wish I could remember it. The premise was China thinks of LLMs not as a thing separate from hardware, but gains efficiencies at each layer of the stack. From Chips to software, it's all integrated and purpose built for training. Wonder if Anthropic is making a mistake by focusing on "consumer" hardware, and not going super s…

So you watched some random video from some random YouTuber, didn't even remember who made it, so much so you didn't even remember that deepseek isn't spelled "deapseak", didn't bother to even find it or verify, and then you go asserting your memory as fact on a serious discussion forum. Comments like yours add nothing to the discussion.

I belive he does have a valid point.

You can throw money and hardware at a problem, but then someone may come along with a great idea and leapfrog you.

Just consider that all major AI providers now use deepseeks ideas for efficient training from that first paper.

Re: Anthropic takes $5B from Amazon and pledges $100B in cloud spending in return

#94

Post by avereveard »

shubhamjain wrote: post #11

If you think you need to spend $100B, does using a third-party cloud provider still make sense? It doesn’t matter what sweet deal Amazon is pitching—in that scenario, you’d want to own your stack. Especially in a hyper-competitive field like this, where margins are going to matter a lot soon. It feels like these hyperscalers are just raising as much as they can giving extremely rosy projections becauses these sooner…

Cannot get Tranium anywhere else and NVIDIA commands a super high premium.

Re: Anthropic takes $5B from Amazon and pledges $100B in cloud spending in return

#95

Post by nashashmi »

shubhamjain wrote: post #11

If you think you need to spend $100B, does using a third-party cloud provider still make sense? It doesn’t matter what sweet deal Amazon is pitching—in that scenario, you’d want to own your stack. Especially in a hyper-competitive field like this, where margins are going to matter a lot soon. It feels like these hyperscalers are just raising as much as they can giving extremely rosy projections becauses these sooner…

No. I am guessing that this is only a commitment and they will waver on committing.

However there are certain advantages like supply chain that only established companies would have access to. This is also a commitment to spend upto 100B on internal approach and research. I would expect them to come up with their own cpu chip and device design. This will shift the focus to an internal approach. And might make amazon give better prices later down the line

Re: Anthropic takes $5B from Amazon and pledges $100B in cloud spending in return

#96

Post by JumpCrisscross »

ForrestN wrote: post #48
iot_devs wrote: post #7

Someone can explain to me what's the expectations for these AI labs? I mostly see their products as commodity at this point, with strong open source contenders. Eventually it will become hard to justify the premium on these models.

I think this "Mythos" situation, whether real or hype, points to the endgame here. Eventually, when you have a model powerful enough to have big consequences in the world, you stop worrying about selling it to consumers and start either a) using it to rule the world or b) watch as it gets nationalized. If you have a machine powerful enough to automate everything, why sell access to it when you could just...be all thi…

> why sell access to it when you could just...be all things to all people?

Because, as OpenAI is learning [1], you still need to sell it. The tech giants have a seat at the table is mostly because they have distribution down.

[1] https://www.cnbc.com/2026/02/23/open-ai-consulting-accenture...

Re: Anthropic takes $5B from Amazon and pledges $100B in cloud spending in return

#97

Post by dgellow »

shubhamjain wrote: post #11

If you think you need to spend $100B, does using a third-party cloud provider still make sense? It doesn’t matter what sweet deal Amazon is pitching—in that scenario, you’d want to own your stack. Especially in a hyper-competitive field like this, where margins are going to matter a lot soon. It feels like these hyperscalers are just raising as much as they can giving extremely rosy projections becauses these sooner…

Anthropic also has their own servers

Re: Anthropic takes $5B from Amazon and pledges $100B in cloud spending in return

#98

Post by DANmode »

shubhamjain wrote: post #11

If you think you need to spend $100B, does using a third-party cloud provider still make sense? It doesn’t matter what sweet deal Amazon is pitching—in that scenario, you’d want to own your stack. Especially in a hyper-competitive field like this, where margins are going to matter a lot soon. It feels like these hyperscalers are just raising as much as they can giving extremely rosy projections becauses these sooner…

> you’d want to own your stack.

Everybody does right now, right?

But: is it your core competency?

Can your firm afford the distraction?

Re: Anthropic takes $5B from Amazon and pledges $100B in cloud spending in return

#99

Post by nickorlow »

shubhamjain wrote: post #11

If you think you need to spend $100B, does using a third-party cloud provider still make sense? It doesn’t matter what sweet deal Amazon is pitching—in that scenario, you’d want to own your stack. Especially in a hyper-competitive field like this, where margins are going to matter a lot soon. It feels like these hyperscalers are just raising as much as they can giving extremely rosy projections becauses these sooner…

AWS exists and has compute right now, spinning up their own HW would take months (at least). This gets them moving quicker.

Re: Anthropic takes $5B from Amazon and pledges $100B in cloud spending in return

#100

Post by MrBuddyCasino »

MeetingsBrowser wrote: post #74
shubhamjain wrote: post #11

If you think you need to spend $100B, does using a third-party cloud provider still make sense? It doesn’t matter what sweet deal Amazon is pitching—in that scenario, you’d want to own your stack. Especially in a hyper-competitive field like this, where margins are going to matter a lot soon. It feels like these hyperscalers are just raising as much as they can giving extremely rosy projections becauses these sooner…

Going from a company with no experience building and operating datacenters to a company with 100B worth of compute is a multi-decade high risk goal.

xAI built a datacenter in a few weeks, if I remember correctly.
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