๐พ Anthropic's compute deals with Amazon, Google, Microsoft, and SpaceX now span gigawatts of AI capacity
Anthropic has locked in up to 5 GW with Amazon, multiple GW with Google/Broadcom, $30B in Microsoft Azure, $50B via Fluidstack, and SpaceX's entire Colossus 1 data center with 220,000+ NVIDIA GPUs in Memphis. It may be the most aggressive infrastructure buildout in AI history. Who else is investing at this scale?
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