Rendered at 08:12:19 GMT+0000 (Coordinated Universal Time) with Cloudflare Workers.
sc68cal 12 hours ago [-]
> For Google’s project, the risk is big if concentrated: $200bn of contracts tied to Anthropic’s ability to pay its chip and data centre leases. It is one piece of a larger dilemma, with demand across the industry resting on a handful of large hyperscalers and frontier AI labs.
This seems very risky to me