Re:Anthropic IPO
by pantalaimon on Thursday November 12, 2026 @11:49AM
(#50470300)
Everyone was moving to the Cloud well before AI, why would they go back to on-prem now that hardware is even more expensive?
Re:Anthropic IPO
by cautiouscat on Thursday November 12, 2026 @12:02PM
(#50470484)
I’m not saying or thinking they’d start buying up bare metal. By hardware I meant issuing MacBooks with the latest chips or with bigger GPUs.
By infra I more just meant it generally. Whether it’s bare metal, cloud, Bedrock/OpenRouter etc.
- They can afford to dish out hardware to run models locally - They can afford to deploy even larger open weight models on their own infra, even if they’re not local
In addition, the writing is on the wall. These open weight models are getting good enough and small enough with each iteration. Hardware will (hopefully) come down in price eventually so a layman could deploy these locally.
As AI boosters love to say: [Local models are] “the worst they’ll ever be right now!”