Dario Amodei: Anthropic is set to spend $900B on compute, yet buys "relatively little" compared to rivals

Dario Amodei on a live-streamed with JPMorgan's CEO Jamie Dimon as part of Anthropic’s IPO roadshow.

Anthropic locks in only a modest, cheaper amount of computing power ahead of time, so it is safe if demand turns out weaker than expected.

If demand comes in strong, it will buy extra capacity on the "spot market", which means renting available compute on short notice at the going price, instead of making huge long-term bets upfront.

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From "CNBC Television" YouTube channel, (link in comment)