Does anyone want to do business? I can commit $200 what can you commit to me?
Mountain_Snow3613 on
Is the 200 billion in the room with us?
adler1959 on
„This is not the dot com bubble. This time is very different because there are real companies with real use cases“
Zestyclose-Ice-3434 on
Google gives Anthropic money to spend on its own cloud. Stock goes up. Infinite money glitch 🤡
sck178 on
Mag7: hey nice to meet you
Private AI companies: hey what’s u…
Mag7: can we all give you all handjobs?
Quixotus on
Alphabet is up after-hours because Anthropic committed to spending Google’s money on Alphabet.
You can’t make this shit up.
TOTALREDDITORDEATH21 on
Only 40 billion a year. Doesn’t sound that much honestly. Alphabet is spending 190 billion this year in capex.
talespinbaloo on
Anthropic dropping $200B bombs on Google Cloud over 5 years? That’s 5GW of TPUs for Claude—GOOGL just locked the bag while NVDA watches. Hyperscaler wars = infinite capex. Apes, this is why semis moon forever.
Willing-Angle-2203 on
>Contracts involving Anthropic and OpenAI now account for more than half of the $2 trillion in backlogs at major cloud providers, the U.S. digital news outlet said.
hmm…. so two companies that are still highly unprofitable have committed to put up over a trillion dollars in the next few years…
the same companies that are highly dependent on the buildout of massive datacenters who are constantly delayed/running out of budget
all to build a product that is largely still unproven, currently only pushed down by sociopathic CEO’s at the expense of employees
calls
ai___________ on
Anthropic and google can jerk each other, but they’re all paying to AVGO at the end of this lmao
btoned on
Nice; two giants who are profiting immensely off of using IP without explicit permission.
reddit_insta_fb on
it says this is already part of what was shared on earnings call and represents 40% of backlog
killerbeeswaxkill on
The crash will make whoever times it a billionaire
flyingdutchmnn on
Pump my stocks for just 1 more year without it all crashing pls
peatoast on
This is what they call the Microsoft special.
peatoast on
Good thing I bought two shares today. Look at me so smart!
Grmplstylzchen on
Everytime I read about someone committing to something in terms of AI I think about Amber Heards „pledge“ and that argumentation…
27 Comments
https://preview.redd.it/bs9w1966vdzg1.png?width=447&format=png&auto=webp&s=0034095fbc0e44d4da08bad00d678d0867ac7545
My Google PP is rock hard
How high can chip stocks go?
Chip stocks
https://preview.redd.it/mhhb76tjvdzg1.jpeg?width=588&format=pjpg&auto=webp&s=de9edf57b10936da561244f355ed0a9af0a4a137
What $200 billion?
How will you pay for it?
We’ll see what happens
I just squirted a little
Paid by half cash, half stock
Does anyone want to do business? I can commit $200 what can you commit to me?
Is the 200 billion in the room with us?
„This is not the dot com bubble. This time is very different because there are real companies with real use cases“
Google gives Anthropic money to spend on its own cloud. Stock goes up. Infinite money glitch 🤡
Mag7: hey nice to meet you
Private AI companies: hey what’s u…
Mag7: can we all give you all handjobs?
Alphabet is up after-hours because Anthropic committed to spending Google’s money on Alphabet.
You can’t make this shit up.
Only 40 billion a year. Doesn’t sound that much honestly. Alphabet is spending 190 billion this year in capex.
Anthropic dropping $200B bombs on Google Cloud over 5 years? That’s 5GW of TPUs for Claude—GOOGL just locked the bag while NVDA watches. Hyperscaler wars = infinite capex. Apes, this is why semis moon forever.
>Contracts involving Anthropic and OpenAI now account for more than half of the $2 trillion in backlogs at major cloud providers, the U.S. digital news outlet said.
hmm…. so two companies that are still highly unprofitable have committed to put up over a trillion dollars in the next few years…
the same companies that are highly dependent on the buildout of massive datacenters who are constantly delayed/running out of budget
all to build a product that is largely still unproven, currently only pushed down by sociopathic CEO’s at the expense of employees
calls
Anthropic and google can jerk each other, but they’re all paying to AVGO at the end of this lmao
Nice; two giants who are profiting immensely off of using IP without explicit permission.
it says this is already part of what was shared on earnings call and represents 40% of backlog
The crash will make whoever times it a billionaire
Pump my stocks for just 1 more year without it all crashing pls
This is what they call the Microsoft special.
Good thing I bought two shares today. Look at me so smart!
Everytime I read about someone committing to something in terms of AI I think about Amber Heards „pledge“ and that argumentation…
Just $200 bill? Amateurs.
Google about to rocket past Nvidia in market cap