Dario Amodei’s Anthropic, founded in 2021, has expanded its partnership with Google, securing over one gigawatt of computing power by 2026, valued at “tens of billions of dollars.” This deal emphasizes the increasing interdependence within the A.I. sector, as both companies aim to enhance computing capabilities critical for scaling operations. Google has already invested around $3 billion in Anthropic, which serves over 300,000 business customers and boasts a valuation of $183 billion. Despite deepening ties with Google, Anthropic maintains its primary partnership with Amazon, which has invested $8 billion for compute resources. The A.I. industry is experiencing a wave of similar collaborations, with companies like OpenAI also forming significant agreements to bolster their operations. While this surge in spending reflects strong financial backing and a clear monetization path, experts caution that rapid growth could lead to unrealistic assumptions regarding returns on investment, echoing concerns from past technology bubbles.
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