“We planned our business for 2 or 3x [growth], and then we went all the way out and said the outlier would be if we could 10x our business. And he goes, the problem is that we didn't 10x, we 80x'd the business.”
“We are taking concrete action to build sovereign AI capacity here in Canada, so Canadian innovators, researchers and businesses have access to the compute they need, while keeping Canadian data, intellectual property and economic advantage on Canadian soil,” Solomon said.
Anthropic has signed a compute agreement with SpaceX to access Colossus 1, a massive AI supercomputer with more than 220,000 Nvidia's GPUs, including H100, H200, and GB200 accelerators, according to a recent announcement. The additional capacity is expected to support Claude Pro and Claude Max subscribers.
Core Scientific's agreement to acquire Polaris DS LLC, a bitcoin mining operator that controls 440 megawatts of contracted power through Oklahoma Gas & Electric. The site is already energized and actively operating, allowing Core to potentially accelerate delivery timelines for future AI customers compared with greenfield developments that can take years to secure utility approvals and transmission access.
Oracle said last week that it will partner with fuel-cell maker Bloom Energy to generate on-site electricity. Dubbed Project Jupiter, the site in New Mexico is part of Oracle and OpenAI's $300 billion cloud computing contract. Project Jupiter's potential environmental impact has been the subject of intense scrutiny and speculation by the local community for months.
I hope that 80-times growth doesn't continue because that's just crazy and it's too hard to handle. I'm hoping for some more normal numbers. To obtain more computing power, Anthropic has signed a series of deals with industry giants.
