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As we wrote in our TPUv7 article, Anthropic will be physically buying 400k TPUv7 & deploying TPUs in its own facilities. They will be buying ~$10 billion worth of TPUv7 in terms of finished racks that Broadcom will sell directly to Anthropic. As Anthropic has announced, Fluidstack will handle... show more

SemiAnalysis

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60,654 views • 9 months ago •via X (Twitter)

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As we wrote in our TPUv7 article, TPUv7 will have competitive perf per TCO verus Blackwell in 2025 for large labs but TPUv8 will have worse perf per TCO verus Rubin in EOY 2026/2027. We added an subway surfer video as some people don't have the attention span to read an 10,000 word article. There will be 2 versions of TPU v8 but this will be different from the “P” (full) and “E” (lite) SKUs that featured in the then 4th and 5th generations. Rather, it is a dual track with one SKU co-designed with Broadcom (TPU 8AX ) and one SKU co-designed with MediaTek (TPU 8X). The strategy behind Google choosing to partner with MediaTek is to reduce the margin that they pay to their silicon design partners or specifically Broadcom. Broadcom charges Google for the whole System in Package which they stack a healthy margin on. This includes HBM. This is despite Google being largely responsible for both the front-end and back-end design of the compute elements of the chip, with Broadcom contributing various PHYs (most importantly Broadcom’s best in class SerDes) and controllers. Google wants to move to a model where their silicon partner only charges for the things they add value on and get closer to paying BOM cost for their silicon.

As we wrote in our TPUv7 article, TPUv7 will have competitive perf per TCO verus Blackwell in 2025 for large labs but TPUv8 will have worse perf per TCO verus Rubin in EOY 2026/2027. We added an subway surfer video as some people don't have the attention span to read an 10,000 word article. There will be 2 versions of TPU v8 but this will be different from the “P” (full) and “E” (lite) SKUs that featured in the then 4th and 5th generations. Rather, it is a dual track with one SKU co-designed with Broadcom (TPU 8AX ) and one SKU co-designed with MediaTek (TPU 8X). The strategy behind Google choosing to partner with MediaTek is to reduce the margin that they pay to their silicon design partners or specifically Broadcom. Broadcom charges Google for the whole System in Package which they stack a healthy margin on. This includes HBM. This is despite Google being largely responsible for both the front-end and back-end design of the compute elements of the chip, with Broadcom contributing various PHYs (most importantly Broadcom’s best in class SerDes) and controllers. Google wants to move to a model where their silicon partner only charges for the things they add value on and get closer to paying BOM cost for their silicon.

SemiAnalysis

133,077 views • 9 months ago

Gavin Baker: “I think Anthropic is worth $3 trillion today.” Gavin laid out the case on the most recent All-In Podcast: – They will end 2026 with over $100B in revenue – They will likely end 2028 with $200-$300B in revenue – At that scale, Anthropic will be very profitable because compute will be inference-dominated – Anthropic reportedly has 85% gross margins on inference – The market has already absorbed Anthropic’s valuation, it will just shift from private to public @jason: “I'm sorry, did you say Anthropic is worth $3 trillion?” Gavin: “Yeah, I think that is roughly where it would probably trade as a public company.” Travis Kalanick: “Wow. Oh man. Holy sh*t.” Gavin: “They're going to end this year with well over $100 billion (in revenue). So what's the '28 number? Is it $200 billion? Is it $300 billion?” “It's probably not going to trade at 10 times that number, and it will be very profitable at that scale because it'll be inference-dominated and people are reporting they have 85% gross margins on inference.” “But in terms of the market absorbing this, like the market's already absorbed it. It's just shifting from private to public.” “And so in the scale of global capital markets, these seem like really big numbers, but you're just moving from the private markets to the public markets, which are even bigger.”

Gavin Baker: “I think Anthropic is worth $3 trillion today.” Gavin laid out the case on the most recent All-In Podcast: – They will end 2026 with over $100B in revenue – They will likely end 2028 with $200-$300B in revenue – At that scale, Anthropic will be very profitable because compute will be inference-dominated – Anthropic reportedly has 85% gross margins on inference – The market has already absorbed Anthropic’s valuation, it will just shift from private to public @jason: “I'm sorry, did you say Anthropic is worth $3 trillion?” Gavin: “Yeah, I think that is roughly where it would probably trade as a public company.” Travis Kalanick: “Wow. Oh man. Holy sh*t.” Gavin: “They're going to end this year with well over $100 billion (in revenue). So what's the '28 number? Is it $200 billion? Is it $300 billion?” “It's probably not going to trade at 10 times that number, and it will be very profitable at that scale because it'll be inference-dominated and people are reporting they have 85% gross margins on inference.” “But in terms of the market absorbing this, like the market's already absorbed it. It's just shifting from private to public.” “And so in the scale of global capital markets, these seem like really big numbers, but you're just moving from the private markets to the public markets, which are even bigger.”

The All-In Podcast

85,013 views • 2 months ago

President Ruto: We must say it as it is. There will be no slave owners in Kenya, there will be nobody who will reverse the independence we have as a nation, there will be nobody who will replace the sovereignty of the people of Kenya. I want to promise you they will not succeed in slave ownership, they will not succeed on dictatorship they want to install in Kenya, they will decide nothing, they will lead nobody, they will lead nowhere and they will lead nothing. I’m not a prophet but that’s what I believe in.

President Ruto: We must say it as it is. There will be no slave owners in Kenya, there will be nobody who will reverse the independence we have as a nation, there will be nobody who will replace the sovereignty of the people of Kenya. I want to promise you they will not succeed in slave ownership, they will not succeed on dictatorship they want to install in Kenya, they will decide nothing, they will lead nobody, they will lead nowhere and they will lead nothing. I’m not a prophet but that’s what I believe in.

Sam Terriz

20,400 views • 4 months ago

BREAKING: Trump confirms Anthropic was replaced at DoD by OpenAI "Anthropic... started telling our military how to operate and we didn't want that" "They tend to be on the left, radical left" "We replaced Anthropic with somebody else, you know who they are... Sam Altman" Asked if Anthropic will be allowed back in the DoD: "Possibly" "In fact, they came to the White House a few days ago, and we had some very good talks with them. And I think they're shaping up."

BREAKING: Trump confirms Anthropic was replaced at DoD by OpenAI "Anthropic... started telling our military how to operate and we didn't want that" "They tend to be on the left, radical left" "We replaced Anthropic with somebody else, you know who they are... Sam Altman" Asked if Anthropic will be allowed back in the DoD: "Possibly" "In fact, they came to the White House a few days ago, and we had some very good talks with them. And I think they're shaping up."

NIK

155,555 views • 5 months ago

There will be an economic impact from the decisions the US has taken. We will continue to negotiate on a deal in our interests. Decisions will be guided only by our national interests and what is best for the security of working people. We will go further and faster on the changes we’ve promised to make our economy more resilient. That is my focus.

There will be an economic impact from the decisions the US has taken. We will continue to negotiate on a deal in our interests. Decisions will be guided only by our national interests and what is best for the security of working people. We will go further and faster on the changes we’ve promised to make our economy more resilient. That is my focus.

Keir Starmer

370,993 views • 1 year ago

TeraWulf $WULF CFO Patrick Fleury states that either NVIDIA, Amazon, or Google will backstop Anthropic's lease payments to TeraWulf at their 401MW Kentucky data center, unless Anthropic itself goes public and establishes a "really strong" investment grade credit rating in the near-term. "In the press release, we said that the lease payments will be backed by investment grade credit support. And we chose that language very carefully.. because one of two things is going to happen. First off, Anthropic, just like OpenAI and others uses three primary chip providers. NVIDIA, Amazon, and Google. One of those three will be providing the chips for this data center. So we will either do something similar that we've done in the past where one of those investment grade providers provides credit support to the project because they're selling tens of billions of dollars of chips into the project. Or if we decide not to do that because Anthropic gets public similar to SpaceX and similar to SpaceX has a strong investment grade credit rating, then you don't need the investment grade credit wrap from one of the bigger guys."

TeraWulf $WULF CFO Patrick Fleury states that either NVIDIA, Amazon, or Google will backstop Anthropic's lease payments to TeraWulf at their 401MW Kentucky data center, unless Anthropic itself goes public and establishes a "really strong" investment grade credit rating in the near-term. "In the press release, we said that the lease payments will be backed by investment grade credit support. And we chose that language very carefully.. because one of two things is going to happen. First off, Anthropic, just like OpenAI and others uses three primary chip providers. NVIDIA, Amazon, and Google. One of those three will be providing the chips for this data center. So we will either do something similar that we've done in the past where one of those investment grade providers provides credit support to the project because they're selling tens of billions of dollars of chips into the project. Or if we decide not to do that because Anthropic gets public similar to SpaceX and similar to SpaceX has a strong investment grade credit rating, then you don't need the investment grade credit wrap from one of the bigger guys."

Rittenhouse Research

15,665 views • 2 months ago

Eugene Wamalwa: We are talking to Sifuna, Orengo, and Osotsi. For now, they have their internal ODM issues, and we believe that in the course of time, they will resolve. We believe the Linda Mwananchi team will come to join us; they will be coming in as our partners, and we will be embracing them and giving them an equal opportunity #CitizenSundayLive

Eugene Wamalwa: We are talking to Sifuna, Orengo, and Osotsi. For now, they have their internal ODM issues, and we believe that in the course of time, they will resolve. We believe the Linda Mwananchi team will come to join us; they will be coming in as our partners, and we will be embracing them and giving them an equal opportunity #CitizenSundayLive

Citizen TV Kenya

45,610 views • 2 months ago

SF Compute CEO evan conrad on his contrarian thesis that OpenAI and Anthropic won't eat the world, everyone will become OpenAI and Anthropic instead: "Our impression is not that OpenAI and Anthropic will eat the world, it's that everyone will look like OpenAI and Anthropic. That's simply the way that companies work now." "Every single company in the world that is of meaningful scale will look like a frontier lab. There is this belief that the large labs have won it all, and they've got this compounding advantage. The default assumption of that is assuming nobody else will do anything." "The bottleneck was there's 100 people, and they know how to train the models. Or you thought, the problem is compute. The problem of compute is credit. And OpenAI and Anthropic are not unique to having credit. In fact, they don't have as good credit as other people." "If you assume the problem is not the researchers, that that problem's basically gone away the moment you got to auto research, then what you should assume is that pretty much every other company is going to swap the way they work to look like a frontier lab. It won't be OpenAI and Anthropic take the whole world. It's that everyone's OpenAI and Anthropic now." San Francisco Compute

SF Compute CEO evan conrad on his contrarian thesis that OpenAI and Anthropic won't eat the world, everyone will become OpenAI and Anthropic instead: "Our impression is not that OpenAI and Anthropic will eat the world, it's that everyone will look like OpenAI and Anthropic. That's simply the way that companies work now." "Every single company in the world that is of meaningful scale will look like a frontier lab. There is this belief that the large labs have won it all, and they've got this compounding advantage. The default assumption of that is assuming nobody else will do anything." "The bottleneck was there's 100 people, and they know how to train the models. Or you thought, the problem is compute. The problem of compute is credit. And OpenAI and Anthropic are not unique to having credit. In fact, they don't have as good credit as other people." "If you assume the problem is not the researchers, that that problem's basically gone away the moment you got to auto research, then what you should assume is that pretty much every other company is going to swap the way they work to look like a frontier lab. It won't be OpenAI and Anthropic take the whole world. It's that everyone's OpenAI and Anthropic now." San Francisco Compute

MTS

135,154 views • 24 days ago

“Anthropic. The rumor is their revenue run rate is over $50 billion a year.” “And if you play this out I think the labs will pass more than $300 billion a year in revenue. That means 1% of the entire gross domestic product of the United States will be spent on token spend.” “And this type of spend, unlike other types of software, has marginal costs. Every job you're doing has a marginal cost.” “I think there's going to be a mega category created around how do we manage the knowledge work that will be done on behalf of organizations and done through these tokens?’

“Anthropic. The rumor is their revenue run rate is over $50 billion a year.” “And if you play this out I think the labs will pass more than $300 billion a year in revenue. That means 1% of the entire gross domestic product of the United States will be spent on token spend.” “And this type of spend, unlike other types of software, has marginal costs. Every job you're doing has a marginal cost.” “I think there's going to be a mega category created around how do we manage the knowledge work that will be done on behalf of organizations and done through these tokens?’

David Senra

191,219 views • 2 months ago

Our phone are exploding with camps and people asking for food, and canned goods are nowhere to be found. Bakeries are closed as there is no more flour. Signs of famine are showing and if borders don’t open in a few days, people in Gaza will remain with nothing. And at this point no amount of donations will help, and protests will not be enough. As we look at Sila’s innocent face, we are fully of rage and fear. We are afraid for the further suffering that these children will have to endure. That everyone in Gaza will have to endure. Act now. Silence is not an option!

Our phone are exploding with camps and people asking for food, and canned goods are nowhere to be found. Bakeries are closed as there is no more flour. Signs of famine are showing and if borders don’t open in a few days, people in Gaza will remain with nothing. And at this point no amount of donations will help, and protests will not be enough. As we look at Sila’s innocent face, we are fully of rage and fear. We are afraid for the further suffering that these children will have to endure. That everyone in Gaza will have to endure. Act now. Silence is not an option!

The Sameer Project

32,286 views • 1 year ago

Dylan on why Anthropic leading on models doesn't mean OpenAI loses. Even the tier 2 and 3 labs will sell out of tokens: "Everyone's like Anthropic won. They had Mythos, Opus 4.7 and their revenue is adding $10 billion a month all before OpenAI's alleged Spud release. So clearly Anthropic is in the lead and OpenAI is cooked. Anthropic has such bounds on compute, they can only grow it so fast. Dario used to gloat about how OpenAI was being too aggressive on compute and Anthropic was more sensible in their scaling. Now Anthropic is like I wish we had a lot more compute. OpenAI just raised a ton of money to get incremental compute in addition to the irresponsible levels of compute that they were buying. By the end of the year, let's say a 4.6 Opus tier model, the economy would spend $100 billion on. Anthropic won't have enough compute to do that. And presumably OpenAI and Google will hit that tier soon. Anthropic may get to charge 70%+ gross margins but if OpenAI hits it next, they charge 50% gross margins. They still get all of this incremental demand. There is such demand for these tokens and such limitations on compute. It's pretty clear even the tier 2 or tier 3 lab are going to be sold out of tokens. The economic value that the best model can deliver is growing faster than our ability to actually serve those tokens to people via the infrastructure."

Dylan on why Anthropic leading on models doesn't mean OpenAI loses. Even the tier 2 and 3 labs will sell out of tokens: "Everyone's like Anthropic won. They had Mythos, Opus 4.7 and their revenue is adding $10 billion a month all before OpenAI's alleged Spud release. So clearly Anthropic is in the lead and OpenAI is cooked. Anthropic has such bounds on compute, they can only grow it so fast. Dario used to gloat about how OpenAI was being too aggressive on compute and Anthropic was more sensible in their scaling. Now Anthropic is like I wish we had a lot more compute. OpenAI just raised a ton of money to get incremental compute in addition to the irresponsible levels of compute that they were buying. By the end of the year, let's say a 4.6 Opus tier model, the economy would spend $100 billion on. Anthropic won't have enough compute to do that. And presumably OpenAI and Google will hit that tier soon. Anthropic may get to charge 70%+ gross margins but if OpenAI hits it next, they charge 50% gross margins. They still get all of this incremental demand. There is such demand for these tokens and such limitations on compute. It's pretty clear even the tier 2 or tier 3 lab are going to be sold out of tokens. The economic value that the best model can deliver is growing faster than our ability to actually serve those tokens to people via the infrastructure."

Patrick OShaughnessy

295,307 views • 4 months ago

UPDATE- we will be in East Tennessee late tonight. We will open my shops up to collect items as of Tomorrow morning, and we will deliver it to the counties in need. Kelly and Evan will be there all day beginning at 8am, and the rest of us will be taking stuff where it is needed. If Morristown is closer for you and you want to help, we will get it there immediately. You have my word on that. Also, if you want to donate cash and it be immediately put to use for goods, my venmo is attached. We will be loading the truck as we come back into town through Pennsylvania and Virginia. Thank you all, and we will do what we can to assist without getting in their way.

UPDATE- we will be in East Tennessee late tonight. We will open my shops up to collect items as of Tomorrow morning, and we will deliver it to the counties in need. Kelly and Evan will be there all day beginning at 8am, and the rest of us will be taking stuff where it is needed. If Morristown is closer for you and you want to help, we will get it there immediately. You have my word on that. Also, if you want to donate cash and it be immediately put to use for goods, my venmo is attached. We will be loading the truck as we come back into town through Pennsylvania and Virginia. Thank you all, and we will do what we can to assist without getting in their way.

🍊🍊Capt'n Bo🍊🍊

911,961 views • 1 year ago

TEXT TAKEN FROM JOHN D. ROCKEFELLER MASONIC CREED “We will keep their lives short and their minds weak while pretending to do the opposite. We will use our knowledge of science and technology in subtle ways so that they never see what is happening. We will use soft metals, aging accelerators and sedatives in food and water as well as in the air. They will be covered in poisons wherever they turn. The soft metals will make them lose their minds. We will promise to find a cure from our many funds, and yet we will give them more poison. Chemical poisons will be absorbed through the skin of idiots who believe that certain hygiene and beauty products presented by great actors and musicians, will bring eternal youth to their faces and bodies, and through their thirsty and hungry mouths, we will destroy their minds and systems of internal organs. reproduction. However, their children will be born as disabled and deformed and we will hide this information.” And this is all before the magic 🧪 💉 Psy-Op…

TEXT TAKEN FROM JOHN D. ROCKEFELLER MASONIC CREED “We will keep their lives short and their minds weak while pretending to do the opposite. We will use our knowledge of science and technology in subtle ways so that they never see what is happening. We will use soft metals, aging accelerators and sedatives in food and water as well as in the air. They will be covered in poisons wherever they turn. The soft metals will make them lose their minds. We will promise to find a cure from our many funds, and yet we will give them more poison. Chemical poisons will be absorbed through the skin of idiots who believe that certain hygiene and beauty products presented by great actors and musicians, will bring eternal youth to their faces and bodies, and through their thirsty and hungry mouths, we will destroy their minds and systems of internal organs. reproduction. However, their children will be born as disabled and deformed and we will hide this information.” And this is all before the magic 🧪 💉 Psy-Op…

CtrlAltDelete

234,608 views • 3 years ago

#WATCH | Delhi CM Rekha Gupta says, "From November 1, 2025, any vehicle that comes to Delhi will have to be a BS6, CNG, or EV commercial vehicle. Together, we can deal with the big problem of pollution in Delhi...We will install ANPR- Automatic Number Plate Registration Recognition cameras at all the entry points of Delhi, which will be able to identify end-of-life vehicles and as soon as the vehicle comes in the range of these cameras, it will be known that this vehicle is end-of-life vehicle and is spreading pollution, so they will be traced and stopped immediately. These cameras will also be installed at all petrol pumps and we will be able to detect end-of-life vehicles..."

#WATCH | Delhi CM Rekha Gupta says, "From November 1, 2025, any vehicle that comes to Delhi will have to be a BS6, CNG, or EV commercial vehicle. Together, we can deal with the big problem of pollution in Delhi...We will install ANPR- Automatic Number Plate Registration Recognition cameras at all the entry points of Delhi, which will be able to identify end-of-life vehicles and as soon as the vehicle comes in the range of these cameras, it will be known that this vehicle is end-of-life vehicle and is spreading pollution, so they will be traced and stopped immediately. These cameras will also be installed at all petrol pumps and we will be able to detect end-of-life vehicles..."

ANI

173,715 views • 1 year ago

"We'll be disciplined and detailed in everything in how we handle our business. There's a standard of performance and excellence that will be expected. - Eric Bieniemy on taking over as the Chiefs' OC

"We'll be disciplined and detailed in everything in how we handle our business. There's a standard of performance and excellence that will be expected. - Eric Bieniemy on taking over as the Chiefs' OC

Matt McMullen

231,877 views • 7 months ago

🚨ZUCK: "Probably in 2025, Meta, as well as other companies, will have an AI that can effectively be a mid-level engineer that you have at your company that can write code. In the beginning that will be very expensive to run, then at some point a lot of the code we have in our apps will be built by AI engineers instead of people engineers. In my opinion that will augment the people working on it. My view is that in the future people will be so much more creative and freed up to do crazy things."

🚨ZUCK: "Probably in 2025, Meta, as well as other companies, will have an AI that can effectively be a mid-level engineer that you have at your company that can write code. In the beginning that will be very expensive to run, then at some point a lot of the code we have in our apps will be built by AI engineers instead of people engineers. In my opinion that will augment the people working on it. My view is that in the future people will be so much more creative and freed up to do crazy things."

Autism Capital 🧩

1,666,526 views • 1 year ago

Electoral Bill Has Been Signed Into Law: There Will Be No Disenfranchisement of Nigerians; The Transmission of Manual Results Is What We Will Look At Nigerians should question our broadband ability and how technical we will be tomorrow to answer the call of real-time transmission. As long as you appear personally as a manual voter in any polling booth, that transmission of manual results is what we will look at. President Bola Ahmed Tinubu

Electoral Bill Has Been Signed Into Law: There Will Be No Disenfranchisement of Nigerians; The Transmission of Manual Results Is What We Will Look At Nigerians should question our broadband ability and how technical we will be tomorrow to answer the call of real-time transmission. As long as you appear personally as a manual voter in any polling booth, that transmission of manual results is what we will look at. President Bola Ahmed Tinubu

ARISE NEWS

907,369 views • 7 months ago

Anthropic co-founder Chris Olah: There is a real possibility that AI will displace human labor at a very large scale. If that happens, supporting those displaced will be a moral imperative of historic proportions. AI development is concentrated in a handful of wealthy nations. How will we ensure that the gains of AI are shared globally? We do not have a mechanism for this. It is an unsolved problem.

Anthropic co-founder Chris Olah: There is a real possibility that AI will displace human labor at a very large scale. If that happens, supporting those displaced will be a moral imperative of historic proportions. AI development is concentrated in a handful of wealthy nations. How will we ensure that the gains of AI are shared globally? We do not have a mechanism for this. It is an unsolved problem.

Clash Report

79,907 views • 3 months ago