Between the realities of this number relative to negligible profits and today’s correction, Anthropi...
Gary Marcus(@GaryMarcus) · 人工智能
Between the realities of this number relative to negligible profits and today’s correction, Anthropic’s IPO is surely somewhat threatened, and $2T as a valuation is probably off the table. A delay seems likely, at a minimum. The Kobeissi Letter @KobeissiLetter Anthropic has now disclosed a record $895 billion in future AI infrastructure spending commitments. This includes both purchase commitments and leases for computing power and related infrastructure. $448 billion, or 50%, is expected to be incurred by the end of 2030, with ~$70 billion due over the next 12 months. The biggest commitments are to Broadcom, $AVGO, at $161 billion, followed by Google at $121 billion, with up to $150 billion in additional estimated spending on Google's AI chips. Anthropic has also committed up to $121 billion to SpaceX, $SPCX, and at least $110 billion to Amazon, $AMZN. For perspective, among Big Tech companies, only Alphabet, $GOOGL, has larger commitments, at $1.06 trillion, while Meta, $META, follows with $866 billion. The scale of Anthropic's spending obligations is unprecedented. 🔗 View Quoted Tweet 💬 0 🔄 4 ❤️ 23 👀 2047 📊 3 ⚡ Powered by xgo.ing