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Amazon has made another circular AI deal: It's investing another $5 billion in Anthropic. Anthropic has agreed to spend $100 billion on AWS in return.
techcrunch.com
"Anthropic, for its part, has agreed to spend over $100 billion on AWS over the next 10 years, obtaining up to 5 GW of new computing capacity to train and run Claude. At the heart of this deal is Amazon’s custom chips: Graviton (a low-power CPU) and Trainium (an Nvidia competitor and AI accelerator chip). The Anthropic deal specifically covers Trainium2 through Trainium4 chips, even though Trainium4 chips are not currently available. The latest chip, Trainium3, was released in December. On top of that, Anthropic has secured the option to buy capacity on future Amazon chips as they become available"
AI circular financing = semis industry's Golden age. those money gonna buy so much chips.
Anthropic will need tons of compute for upcoming Mythos model. They already kind-of announced increase in subscription price and I am sure that price of tokens will be high.
They are currently favored specially among developers and it would be bad if They lose it by high model response time or low token budget for users. So taking risk makes sense.
Regarding circular financing, I don't think that it is uncommon to support Your customers in transition to Your platform. I am not saying its good or bad, just noting.
techcrunch.com
