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MS leading the $15B Anthropic RCF? Another Ted Pick masterclass

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High Yield Harry

1,392,603 subscribers

47,456 views • 26 days ago •via X (Twitter)

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3 Comments

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Peter Teal26 days ago

Who up hustlin for that lead left

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Anthony26 days ago

Why wouldn’t Astra run their RCF if it’s so good?

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Monsieur Board Man OBE25 days ago

$1 in fees

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OpenAI and Anthropic can take compute which costs them $15b a GW, and turn it into $50b+ of revenue. In order to get the credit to build their datacenters, most neoclouds have already signed long term contracts to supply compute at these $15b/GW rates. However, Meta and SpaceX, who have a GW+ of discretionary compute supported by their own balance sheet, can take advantage of this surge in compute prices and sell short-term contracts at the much higher rate that the leading labs (who are best able to monetize this compute) are willing to bid for.
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