Discussion about this post

User's avatar
The Risk Signal's avatar

On May 20–21 in London, Data Centre LIVE will bring together the companies, engineers, operators and infrastructure leaders shaping the next industrial layer of the digital economy: hyperscale data centers, energy systems, cooling technologies, semiconductors, optical networks and AI infrastructure.

https://substack.com/@risksignalai/note/c-257164630?r=82bznj&utm_source=notes-share-action&utm_medium=web

IGP Paradox's avatar

Great Read. Question for you... Anthropic’s revenue growth from $9B to $30B in just a few months is huge, but it has triggered a massive capital intensity shift—specifically their recent $100B commitment to AWS and multi-gigawatt deals with Google. How should one weigh Anthropic's "software" valuation against the fact that their growth is now entirely capped by the physical supply of Trainium chips and power? Is Anthropic effectively becoming a leveraged play on data center infrastructure rather than a traditional high-margin SaaS business?

11 more comments...

No posts

Ready for more?