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A comment on Anthropic invests $50B in US AI infrastructure.

Re:Anthropic invests $50B in US AI infrastructure by 1970-01-01 on Wednesday November 12, 2025 @04:57PM (#45907362)
The writing is on the (tomshardware.com) wall. Don't invest in AI. Invest in power, HDDs, GPUs, HVAC equipment, etc.

https://news.ycombinator.com/item?id=45896707

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Re:Anthropic invests $50B in US AI infrastructure by throwaway81348 on Wednesday November 12, 2025 @07:44PM (#45909036)
what are relevant stocks or indexes?
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Re:Anthropic invests $50B in US AI infrastructure by nateb2022 on Friday November 14, 2025 @02:38PM (#45931164)
ASML ($ASML), Western Digital ($WDC), etc.
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Re:Anthropic invests $50B in US AI infrastructure by bdangubic on Wednesday November 12, 2025 @09:42PM (#45909863)
not sure I'd want to invest something that is on backorder for 2 years :)
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