Anthropic is reportedly in advanced talks to secure $15B in financing for a 1.6GW Texas data center, with the project expected to use $GOOG TPUs alongside $AVGO technology. To me, the bigger takeaway isn't just the size of the project. It's another sign that custom AI infrastructure is becoming a strategic priority as demand for large-scale compute continues to grow. If projects like this move forward, custom silicon and AI infrastructure could remain key areas to watch over the coming years. Which part of the AI stack do you believe has the biggest long-term opportunity: chips, cloud infrastructure, or AI models?
244 views
1 Comments
Dividending @dividending · 2h
Energy.
Join the conversation with 500,000+ other investors 💸
Create an account to get access to everything Blossom has to offer!
📊 Personalized algorithm based on your investing style, experience level and interests
📈 Powerful portfolio and dividend tracking tools
👀 See what top creators and others in the community are investing in
