Anthropic: $35 Billion to Keep Claude Running

Anthropic, Claude, and $35 billion: AI enters a new race for electricity, chips, and physical infrastructure.

We analyze the reported deal with Lambda, the role of Nvidia and Hut 8, the 350-megawatt data center in Texas, and why Anthropic needs to secure capacity for training and inference. We also explore the financial, energy, and competitive risks of this bet.

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🤖 AI-generated content: the script, voices, and images in this episode were produced using artificial intelligence tools.

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