Apollo and Blackstone are supporting a huge expansion at Anthropic, putting billions into new capacity and a new collaboration with Broadcom. It shows the speed of the ai race.
Companies are trying to lock down chips, scale models, and lock in long term supply. This deal is another indication of just how much the AI infrastructure matters as much as the models themselves.
More compute equals faster progress, but it also brings up issues around energy consumption and access. The pace is only increasing, with the industry changing all around it.
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