A Deluge of A.I. Computing Power Is About to Come Online, Fueling Major Leaps - The New York Times

kept by eddie jul 30

AI chip count will double roughly every nine months, reaching about 200 million H100‑equivalent units by 2028 as massive data‑center construction ramps up worldwide.

Higher usage limits for Claude and a compute deal with SpaceX
Anthropic doubles Claude Code rate limits and API capacity for Opus models, enabled by a new compute partnership with SpaceX's Colossus 1 data center.
also on #data-centers, Amazon, Nvidia, #infrastructure, Google, Anthropic, #ai
How Tech’s Biggest Companies Are Offloading the Risks of the A.I. Boom - The New York Times
Tech giants are structuring data center investments to shift the financial risks of the AI boom to partners and investors.
also on #data-centers, Amazon, Microsoft, #infrastructure, Google, #ai
Is AI Profitable Yet?
Frontier AI companies have spent $1.5T on infrastructure and operations but earned only $769B in revenue, leaving nearly all heavily unprofitable while Nvidia captures the majority of profits.
also on Amazon, Microsoft, Nvidia, #hardware, OpenAI, Anthropic, #ai
GPU depreciation could be the next big crisis coming for AI hyperscalers — after spending billions on buildouts, next-gen upgrades may amplify cashflow quirks
Rapid GPU upgrade cycles threaten to make hyperscalers' hardware unprofitable, creating a financial crisis from accelerated depreciation and risky loans.
also on Amazon, Microsoft, Nvidia, Google, #ai
Anthropic's Compute Advantage: Why Silicon Strategy is Becoming an AI Moat
Anthropic's compute strategy—multi-hyperscaler, custom-silicon integration—gives it a 30–60% cost-per-token advantage over Nvidia-dependent OpenAI, a compounding edge as inference scales.
also on Microsoft, Nvidia, #infrastructure, OpenAI, Anthropic, #ai