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nickysielickitoday at 2:17 AM1 replyview on HN

Obviously, but that's a huge number and some tens-of-billions amount of that absolutely does flow towards hyperscalers. Contractors need compute.


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QuiEgotoday at 3:49 AM

Amazon's stake in Anthropic is (was?) worth $61 billion.

https://www.businessinsider.com/amazon-ai-bet-anthropic-soar...

It will be interesting to see how they handle this.