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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.