🎯 AI power demand is more aggressive than crypto—1 gigawatt means $40 billion

📰 Anthropic discusses negotiating to lease up to 1 gigawatt of compute power; each deal could involve at least $40 billion, and they even want to bypass cloud vendors and run their own Google TPU

💬 Look at this scale—one leasing deal is several times the total crypto market’s daily trading volume. Hot money is lining up to build AI infrastructure. At $84K, nobody’s managing BTC—what’s missing isn’t the story, it’s that capital isn’t getting onto the main highway

🏷️ #Anthropic #数据中心 #算力租赁 #AI infrastructure