$NVDA again draws attention.
Anthropic is preparing massive infrastructure for $45 billion, and the foundation will be new Vera Rubin chips.
The systems will begin going live as early as the end of next year, and the total contract is for 6 years and 460 MW of capacity.
What’s most interesting isn’t even the amount.
Demand for Rubin is starting to be booked even before the platform fully launches.
Looks like NVIDIA decided not to wait for the next AI boom, and to claim the entire front row for it in advance.
Anthropic is preparing massive infrastructure for $45 billion, and the foundation will be new Vera Rubin chips.
The systems will begin going live as early as the end of next year, and the total contract is for 6 years and 460 MW of capacity.
What’s most interesting isn’t even the amount.
Demand for Rubin is starting to be booked even before the platform fully launches.
Looks like NVIDIA decided not to wait for the next AI boom, and to claim the entire front row for it in advance.

