{"text":[[{"start":10.25,"text":"Anthropic has committed to spend more than $100bn on chips and computing power from Amazon as it seeks to bulk up its capacity after running up against supply constraints. "}],[{"start":20.15,"text":"The $380bn AI lab will receive up to 5 gigawatts of new capacity to train and run its model Claude over the next decade, with close to a fifth of that arriving this year, it announced on Monday."}],[{"start":34,"text":"Amazon will invest $5bn into Anthropic immediately at its current valuation and up to a further $20bn over time. "}],[{"start":42.95,"text":"Anthropic and rivals including OpenAI have sought to lock in as much computing power as possible in order to serve their models to customers and continue their turbocharged growth."}],[{"start":53.6,"text":"The success of Anthropic’s AI tools this year, in particular its coding tool Claude Code, has tested the company’s ability to reliably serve customers. The start-up has suffered a number of outages this year. "}],[{"start":66.25,"text":"Dario Amodei, chief executive of Anthropic, said: “Our users tell us Claude is increasingly essential to how they work and we need to build the infrastructure to keep pace with rapidly growing demand.” "}],[{"start":78.65,"text":"Earlier this month, the group announced deals with Google and Broadcom which will add another roughly 5GW over the coming years to its stockpile of computing power. "}],[{"start":89.05000000000001,"text":"Late last year, Amodei criticised rivals that had pledged hundreds of billions of dollars to secure chips and infrastructure in remarks that were widely seen as a veiled reference to OpenAI. "}],[{"start":99.95000000000002,"text":"“I think there are some players who are ‘YOLO’-ing, who pull the risk dial too far,” he told a New York Times conference in December, referring to the term ‘you only live once’. "}],[{"start":110.15000000000002,"text":"But the strain on Anthropic’s computing resources in recent months has spurred dealmaking, said people with knowledge of the matter. "}],[{"start":117.40000000000002,"text":"At current prices, Anthropic’s outlay of $100bn would only secure about 2GW of capacity. Typically, two-thirds of expenditure is directed towards semiconductors for AI data centres. But the price of computation has also fallen dramatically over the past decade, a trend that is expected to continue over the 10 years of the deal."}],[{"start":137.75000000000003,"text":"Like OpenAI, Anthropic has struck agreements which are circular in nature, taking investment from partners such as Amazon and then purchasing more of their chips."}],[{"start":146.95000000000002,"text":"Its need for data centre capacity will increase with the widespread release of the company’s powerful new AI model, Mythos, which is available only to a small group of partners. "}],[{"start":157.65,"text":"Anthropic’s annualised revenue has surged from $9bn at the end of last year to more than $30bn. “Growth at this pace places an inevitable strain on our infrastructure,” the company said on Monday, highlighting “reliability and performance” issues during peak hours. "}],[{"start":174.45000000000002,"text":"“We are building the infrastructure needed to keep Claude at the frontier and reliably serve our growing customer base.”"}],[{"start":181.55,"text":"Amazon has invested $8bn in Anthropic since 2023. In February, the group agreed to invest $15bn in OpenAI immediately and up to $50bn over time."}],[{"start":194.5,"text":"Anthropic is one of the largest customers for Amazon’s Trainium series of chips. The cloud giant sought to leverage its relationship with the start-up to position its semiconductors as a rival to Nvidia’s popular GPUs. "}],[{"start":207.6,"text":"Andy Jassy, Amazon’s chief executive, on Monday said the deal “reflects the progress we’ve made together on custom silicon”. "}],[{"start":215.29999999999998,"text":"The cloud giant is building vast data centre capacity for the AI lab, including through Project Rainier, a large data centre programme beginning with a 2.4GW campus in New Carlisle, Indiana. "}],[{"start":227.64999999999998,"text":"OpenAI turned to Amazon late last year to secure capacity after it renegotiated the terms of an exclusive deal it held with Microsoft. "}],[{"start":244.09999999999997,"text":""}]],"url":"https://audio.ftcn.net.cn/album/a_1776734368_1660.mp3"}