Comment by nickysielicki
1 day ago
Obviously, but that's a huge number and some tens-of-billions amount of that absolutely does flow towards hyperscalers. Contractors need compute.
1 day ago
Obviously, but that's a huge number and some tens-of-billions amount of that absolutely does flow towards hyperscalers. Contractors need compute.
Amazon's stake in Anthropic is (was?) worth $61 billion.
https://www.businessinsider.com/amazon-ai-bet-anthropic-soar...
It will be interesting to see how they handle this.