Last night Anthropic announced a multi year $200B commitment to $Alphabet - C(GOOG.US) Cloud.
The debate about can Anthropic make good on the deal misses the point. The big picture is this announcement underscores how early we are in AI, with the need for compute taking off on the heels of last Novembers step function improvement in many of the models utility. That’s good news for the entire AI model and infrastructure stack.Source: Gene Munster
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
Post your comment
No Comments