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Anthropic plans access to up to 1 million Google TPUs worth tens of billions of dollars · Digg

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Anthropic plans access to up to 1 million Google TPUs worth tens of billions of dollars

A post says Anthropic plans to use the chips to train and serve Claude models.

TLDR

A post quotes plans for Anthropic to access up to 1 million TPUs, worth tens of billions of dollars, to train and serve Claude models.

Combined views

382.4K

3 Sources, first seen 366d ago

Combined views

382.4K

3 Sources, first seen 366d ago

2.2K likes

366d ago

first seen 366d ago

2.2K likes

99 comments

1.5K saves

304 reposts

99 comments

1.5K saves

304 reposts

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3 Sources

@tenderizzation"Anthropic will train and serve Claude models with plans to access up to 1 million TPUs, worth tens of billions of dollars"366d

@StockSavvyShayAI is breaking the grid. That darker band on the chart is the AI load & didn't exist a couple years ago & now it is the reason data center power demand is going vertical. Winners are the ones that build, fuel & monetize the power behind AI: THE POWER LAYER • $CEG largest US nuclear fleet providing reliable baseload power • $NEE major renewable projects supporting data center growth • $VST merchant power leveraged to rising electricity demand • $EOSE long duration storage for grid reliability • $NNE engineering high-voltage transmission expansion NUCLEAR LAYER • $OKLO developing microreactors colocated w/ industrial load • $SMR scaling small modular reactors for future power needs • $LEU key supplier developing HALEU fuel production • $GEV advancing marine-based nuclear power concepts • $CCJ leading global uranium fuel supplier • $BWXT nuclear components + fuel for US defense programs AI COMPUTE PROVIDERS • $CRWV high-density GPU cloud built for AI • $NBIS enterprise GPU clusters w/o hyperscaler lock-in • $IREN lowest-cost renewable power driving cheapest compute • $CIFR power-advantaged data center landlord for AI tenants • $WULF baseload compute in the lowest-cost energy regions • $APLD modular campuses deployed faster than traditional builds AI is stacking a new power curve on top of the internet baseline & it is consuming every watt we can produce.365d

@Beth_KindigAnthropic selected Google’s $GOOG TPUs due to the chips’ efficiency and price-performance as well as its years of expertise training models on the processors. $MSFT $AMZN $AVGO $NVDA365d

3 Sources

@tenderizzation"Anthropic will train and serve Claude models with plans to access up to 1 million TPUs, worth tens of billions of dollars"366d

@StockSavvyShayAI is breaking the grid. That darker band on the chart is the AI load & didn't exist a couple years ago & now it is the reason data center power demand is going vertical. Winners are the ones that build, fuel & monetize the power behind AI: THE POWER LAYER • $CEG largest US nuclear fleet providing reliable baseload power • $NEE major renewable projects supporting data center growth • $VST merchant power leveraged to rising electricity demand • $EOSE long duration storage for grid reliability • $NNE engineering high-voltage transmission expansion NUCLEAR LAYER • $OKLO developing microreactors colocated w/ industrial load • $SMR scaling small modular reactors for future power needs • $LEU key supplier developing HALEU fuel production • $GEV advancing marine-based nuclear power concepts • $CCJ leading global uranium fuel supplier • $BWXT nuclear components + fuel for US defense programs AI COMPUTE PROVIDERS • $CRWV high-density GPU cloud built for AI • $NBIS enterprise GPU clusters w/o hyperscaler lock-in • $IREN lowest-cost renewable power driving cheapest compute • $CIFR power-advantaged data center landlord for AI tenants • $WULF baseload compute in the lowest-cost energy regions • $APLD modular campuses deployed faster than traditional builds AI is stacking a new power curve on top of the internet baseline & it is consuming every watt we can produce.365d

@Beth_KindigAnthropic selected Google’s $GOOG TPUs due to the chips’ efficiency and price-performance as well as its years of expertise training models on the processors. $MSFT $AMZN $AVGO $NVDA365d