Microsoft's introduction of its third-generation Maia 300 AI accelerator comes at a particularly revealing moment for the artificial intelligence industry. After years of extraordinary investment in data centers, GPUs, networking equipment and power infrastructure, attention is shifting from the race to acquire computing capacity toward a more uncomfortable question: can the … [Read more...] about Microsoft’s New AI Chip Arrives as Financial Anxiety Clouds the AI Infrastructure Boom
AI capex
Anthropic Has Contracted at Least 14.8 GW of Compute and May Spend $517B Over the Next Decade
Valida Pau's analysis in The Information puts numbers on how far Anthropic's infrastructure commitments have run since October: agreements covering at least 14.8 GW of compute capacity, with total spending over the next decade potentially reaching $517 billion. Start with the power figure, because it is the one that converts into physical reality. 14.8 GW is grid-scale. It is … [Read more...] about Anthropic Has Contracted at Least 14.8 GW of Compute and May Spend $517B Over the Next Decade