From TechCrunch: Anthropic bought billions of dollars' worth of natural gas turbines in a deal that could give it buyer's remorse.
As it prepares to go public, Anthropic's S-1 filing makes generative AI's methane dependency glaringly obvious. "Competition for access to electrical supply and data center locations with adequate power availability is intense." In documents filed with the US Securities and Exchange Commission…
Mavria plans modular data centers that can be shipped by truck, per the Wall Street Journal.
SpaceX plans a gas-fired power plant and super-compute facility in Starbase, TX, with ~$24B of investment for initial phases, per a public hearing notice — SpaceX plans to construct, own and operate a gas-fired power plant and super-compute facility at its company town in Starbase, Texas …
The FT reports Anthropic agreed to pay $3.4 billion for 1.7GW of gas-fired generators from OnePWR, bypassing traditional suppliers to secure scarce equipment for its data centres.
Years-long waits for grid access and new turbines are pushing data center builders to once-discarded jet engines, which are less efficient and dirtier.
Anthropic's S-1/A shows $5.0B of short-term burst compute at $7 to $13 per GPU-hour raised blended GPU costs 82% in two quarters, turning Q2's $974M operating profit into a $567M Q3 loss.
