A look at the economics of Anthropic's data center leases as analysts estimate a 245 MW site could yield ~$1.3B/mo; sources say it signed a cloud deal with IREN
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Why is Anthropic driving its partners to speed up the $530 billion of data center leasing deals it has signed?
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Outside of tech there has been no financial payoff to US companies for using AI, now viewed as a margin-hurting cost center, as VC-backed firms burn more tokens
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Source: Replit recently moved most AI spend from Anthropic to OpenAI, which gave 30%+ off in a deal worth $100M+/year, after Anthropic discontinued its discount
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A look at Alpha School, a network of private schools that claims to teach kids 2x as fast using AI; data shows ~50% of K-8 students missed this goal in math
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An interview with Ciena CEO Gary Smith, a veteran of the 2001 telecoms crash, on AI demand outpacing supply for Ciena's optical networking chips, and more
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