Re:Anthropic IPO
by mhl47 on Thursday November 12, 2026 @09:21AM
(#50467689)
Lets imagine that AI is very valuable and compute gets increasingly scarce in the next years. Doesn't the fact that Anthropic "reserved" a lot of this compute already have value too? Would this not push the prices of open weight models because they compete for a smaller slice of datacenter capacity?
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Re:Anthropic IPO
by BadBadJellyBean on Thursday November 12, 2026 @11:46AM
(#50470239)
You say that but especially china will build datacenters if they think it benefits their country and they will probably prefer Chinese models. Promising to build datacenter capacity means it isn't there yet and there is a lot that might happen between now and then.