💸 So hungry for computing power that Anthropic is pouring over $10 billion more into Microsoft and Google!
🔥 Detailed analysis:
• The AI boom is pushing Anthropic to raise its Azure commitment to 49.2B$ and Google Cloud to 121.6B$, despite a Q3 loss of up to 567M$ from renting short-term servers at exorbitant prices.
• AI computing infrastructure (Compute/DePIN) is extremely scarce, with even Lambda falling behind schedule on data center construction.
💡 What should traders do? Institutional capital is still pouring hundreds of billions of dollars into computing power. Watch for pullbacks to accumulate projects that provide real GPUs in AI/DePIN, rather than chasing hollow AI memes.
⚠️ This is not financial advice.
👉 Click the trades below to support me: $ANTHROPIC
$MSFTB
$AGT
#AnthropicDisclosesOver$10BNewComputeDeals #VINHTOCDO #Anthropic #AICompute #DePIN #CryptoNews #Altcoins
🔥 Detailed analysis:
• The AI boom is pushing Anthropic to raise its Azure commitment to 49.2B$ and Google Cloud to 121.6B$, despite a Q3 loss of up to 567M$ from renting short-term servers at exorbitant prices.
• AI computing infrastructure (Compute/DePIN) is extremely scarce, with even Lambda falling behind schedule on data center construction.
💡 What should traders do? Institutional capital is still pouring hundreds of billions of dollars into computing power. Watch for pullbacks to accumulate projects that provide real GPUs in AI/DePIN, rather than chasing hollow AI memes.
⚠️ This is not financial advice.
👉 Click the trades below to support me: $ANTHROPIC
$MSFTB
$AGT
#AnthropicDisclosesOver$10BNewComputeDeals #VINHTOCDO #Anthropic #AICompute #DePIN #CryptoNews #Altcoins
