←back to thread

Anthropic raises $13B Series F

(www.anthropic.com)
585 points meetpateltech | 1 comments | 02 Sep 25 16:04 UTC | HN request time: 0s | source
Show context
llamasushi ◴[02 Sep 25 16:29 UTC] No.45105325[source]▶
The compute moat is getting absolutely insane. We're basically at the point where you need a small country's GDP just to stay in the game for one more generation of models.

What gets me is that this isn't even a software moat anymore - it's literally just whoever can get their hands on enough GPUs and power infrastructure. TSMC and the power companies are the real kingmakers here. You can have all the talent in the world but if you can't get 100k H100s and a dedicated power plant, you're out.

Wonder how much of this $13B is just prepaying for compute vs actual opex. If it's mostly compute, we're watching something weird happen - like the privatization of Manhattan Project-scale infrastructure. Except instead of enriching uranium we're computing gradient descents lol

The wildest part is we might look back at this as cheap. GPT-4 training was what, $100M? GPT-5/Opus-4 class probably $1B+? At this rate GPT-7 will need its own sovereign wealth fund

replies(48): >>45105396 #>>45105412 #>>45105420 #>>45105480 #>>45105535 #>>45105549 #>>45105604 #>>45105619 #>>45105641 #>>45105679 #>>45105738 #>>45105766 #>>45105797 #>>45105848 #>>45105855 #>>45105915 #>>45105960 #>>45105963 #>>45105985 #>>45106070 #>>45106096 #>>45106150 #>>45106272 #>>45106285 #>>45106679 #>>45106851 #>>45106897 #>>45106940 #>>45107085 #>>45107239 #>>45107242 #>>45107347 #>>45107622 #>>45107915 #>>45108298 #>>45108477 #>>45109495 #>>45110545 #>>45110824 #>>45110882 #>>45111336 #>>45111695 #>>45111885 #>>45111904 #>>45111971 #>>45112441 #>>45112552 #>>45113827 #
1. derefr ◴[02 Sep 25 17:11 UTC] No.45105963[source]▶
> privatization

You think any of these clusters large enough to be interesting, aren't authorized under a contractual obligation to run any/all submitted state military/intelligence workloads alongside their commercial workloads? And perhaps even to prioritize those state-submitted workloads, when tagged with flash priority, to the point of evicting their own workloads?

(This is, after all, the main reason that the US "Framework for Artificial Intelligence Diffusion" was created: America believed China would steal time on any private Chinese GPU cluster for Chinese military/intelligence purposes. Why would they believe that? Probably because it's what the US thought any reasonable actor would do, because it's what they were doing.)

These clusters might make private profits for private shareholders... but so do defense subcontractors.