Yazılar

Anthropic to Spend $45 Billion on Nscale AI Computing Capacity

/in /tarafından

Anthropic is set to spend about $45 billion to rent artificial intelligence computing capacity from cloud infrastructure provider Nscale, according to a person familiar with the agreement.

The six-year deal will give Anthropic access to roughly 460 megawatts of capacity at Nscale’s data center campus in West Virginia, supporting the company’s rapidly growing demand for AI training and inference.

Nscale is expected to deploy Nvidia’s next-generation Vera Rubin chips for the project, giving Anthropic access to some of the latest hardware designed for large-scale AI workloads.

The agreement comes as Anthropic prepares for a major public listing and continues to increase spending on GPUs, data centers, model development and hiring. Demand for products such as Claude Code has pushed the company to secure significantly more compute capacity.

Anthropic has also struck major infrastructure agreements with other technology suppliers. AMD previously announced plans to sell the company tens of billions of dollars in AI servers while investing up to $5 billion in Anthropic.

The Claude developer is projecting revenue of roughly $190 billion to $200 billion by 2028, compared with a current annualized revenue run rate of about $47 billion.

The Nscale deal underscores the enormous capital requirements facing leading AI companies as they compete to secure enough computing power for increasingly sophisticated models and rapidly expanding customer demand.

Anthropic Plans to Give Enterprise Customers More Control Over Data Retention

/in /tarafından

Anthropic is reportedly preparing changes to its enterprise data retention policy that would give business customers greater control over where sensitive information is stored when using advanced Claude models.

Under the proposed system, enterprise users would still be required to retain data for 30 days, but they could choose to keep that information on their own cloud infrastructure rather than relying solely on Anthropic’s systems.

The company is also expected to introduce a new safety framework later this year. Anthropic has reportedly been working with more than 100 enterprise customers, including Salesforce, to develop the updated approach.

The move follows Anthropic’s earlier decision to require 30-day retention of enterprise traffic on its more powerful Fable and Mythos models, a measure designed to help detect potential cyber misuse.

The policy shift comes as competition intensifies around AI security and enterprise privacy. OpenAI recently announced a safety system designed to identify misuse without retaining customer data, increasing pressure on rivals to offer stronger privacy controls.

AI Investment Gains Supercharge S&P 500 Second-Quarter Earnings

/in /tarafından

The S&P 500 is closing out an unusually strong second-quarter earnings season, with artificial intelligence investments providing a major boost to corporate profits.

Aggregate earnings for the index are on track to rise about 52% year over year, while technology sector profits are expected to jump roughly 74%. A significant part of that increase comes from large unrealized gains recorded by companies such as Alphabet and Amazon on their investments in fast-growing AI businesses including Anthropic.

Without those mark-to-market gains, S&P 500 earnings growth would be closer to 33%, according to LSEG. That would still represent the strongest quarterly performance since 2021, but the difference highlights how AI-related asset valuations are increasingly influencing reported corporate profits.

Amazon recorded approximately $53.4 billion in pre-tax non-operating income, largely tied to its Anthropic investments, while Alphabet reported a $77.1 billion unrealized gain on equity securities.

The broader AI infrastructure boom is also supporting earnings. Goldman Sachs estimates AI infrastructure companies accounted for roughly one-third of S&P 500 earnings-per-share growth during the quarter.

However, investors are becoming more cautious about elevated AI valuations and the enormous financing commitments required to build new data centers and computing capacity. Analysts warn that mark-to-market gains can reverse quickly if private or public AI valuations decline.

Even beyond technology, corporate earnings remain strong, with seven of the S&P 500’s 11 major sectors expected to post double-digit profit growth.