Anthropic To Spend $50 Billion On US AI Infrastructure (cnbc.com) 20
An anonymous reader quotes a report from CNBC: Anthropic announced plans Wednesday to spend $50 billion on a U.S. artificial intelligence infrastructure build-out, starting with custom data centers in Texas and New York. The facilities, which will be designed to support the company's rapid enterprise growth and its long-term research agenda, will be developed in partnership with Fluidstack.
Fluidstack is an AI cloud platform that supplies large-scale graphics processing unit, or GPU, clusters to clients like Meta, Midjourney and Mistral. Additional sites are expected to follow, with the first locations going live in 2026. The project is expected to create 800 permanent jobs and more than 2,000 construction roles. The investment positions Anthropic as a major domestic player in physical AI infrastructure at a moment when policymakers are increasingly focused on U.S.-based compute capacity and technological sovereignty. "We're getting closer to AI that can accelerate scientific discovery and help solve complex problems in ways that weren't possible before. Realizing that potential requires infrastructure that can support continued development at the frontier," said CEO Dario Amodei. "These sites will help us build more capable AI systems that can drive those breakthroughs, while creating American jobs."
Fluidstack is an AI cloud platform that supplies large-scale graphics processing unit, or GPU, clusters to clients like Meta, Midjourney and Mistral. Additional sites are expected to follow, with the first locations going live in 2026. The project is expected to create 800 permanent jobs and more than 2,000 construction roles. The investment positions Anthropic as a major domestic player in physical AI infrastructure at a moment when policymakers are increasingly focused on U.S.-based compute capacity and technological sovereignty. "We're getting closer to AI that can accelerate scientific discovery and help solve complex problems in ways that weren't possible before. Realizing that potential requires infrastructure that can support continued development at the frontier," said CEO Dario Amodei. "These sites will help us build more capable AI systems that can drive those breakthroughs, while creating American jobs."
Why not $500 Billion? (Score:3)
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Billions? Amateur! Invest $500 trillion! It will all be worth it! Promise!
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Amateurs, this AI bubble is priceless! Hold my bitcoins and let me have a go at it.
Measly $50b (Score:1)
Remember they do not have a business model (Score:3)
Because LLMs are too bad at things. At the moment they try to throw them at everything, mostly with mediocre or bad results. These "investments" are not justified in any way and will just waste the money.
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Claude is used pretty heavily for coding with people paying directly and through Microsoft. I've used it and with the right configuration and "skills" it's very good at the job.
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Ah, yes. "Code slower with LLM assistance". Also probably code worse. Good luck.
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I see some stupid people have mod-points. Here, waste some more. I dare you.
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Hate to break it to you, but AI can handle most code just fine and do it much faster including test coverage. I can kick it off and work on something else, then 10 minutes later review the changes, make improvements or suggest alternatives.
It's not appropriate for everything yet. More complex systems interacting would give it problems, but for smaller features it's fine
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Claude is used pretty heavily for coding with people paying directly and through Microsoft.
In a world of AI how much will people pay for coding? AI may put millions of coders out of work but that may just mean that coding is really, really cheap. Or that it is cheaper to pay a coder than for the power required to have AI do it.
Circle jerk (Score:3)
I wonder when this circle of money going around between these companies is finally going to dry up?
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Shortly after the insiders cash out, and leave the public (via 401ks, pension funds, the government, etc) holding the bag.
Pretty much. Open AI doing an IPO will be the canary. Unfortunately for them it's taking a while as they have to shake off the whole non-profit thing first.
It's like during one of the earlier bitcoin bubble, where the financial services industry was busy trying to get a crypto options market up and running. Like clockwork, once you could short BTC then it had an almighty crash.
There are a lot of people who want to exit Open AI to make a lot of money. They will exit, then make money on the crash, then make m
Underwhelmed (Score:2)
Hope it works out for them (Score:2)
Because they are betting on AGI, what if the parachute doesn't open?
And as of a few weeks ago... (Score:2)
... their *revenue* was $38B. And they were operating at a loss.