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Di balik deal $35 miliar Anthropic & Nvidia
Anthropic teken $35 miliar ke Lambda (backed Nvidia) untuk ~350 MW di Texas.
Hut 8 yang bangun, $NVDA yang pegang sewa. Seminggu dua deal, total ~$80 miliar. Ini strategi Nvidia: buka kapasitas biar chip tetap laku.
Anthropic lock-in besar jelang IPO. Kalau growth Claude nggak sesuai, risiko occupancy jatuh ke siapa?
#anthropic #AIInfraFundingDiverges
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