alt Hacker NewsHere’s the answer to your queation (from the article)
> The Anthropic deal specifically covers Trainium2 through Trainium4 chips, even though Trainium4 chips are not currently available. The latest chip, Trainium3, was released in December. On top of that, Anthropic has secured the option to buy capacity on future Amazon chips as they become available.
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superkuh • today at 2:56 PM
Ah. So it's a scalper situation where an unethetical entity buys up all the supply and then resells it for a greater price.
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So it comes down to how much of that $100 bn is in the 'option', I guess. Then it's not an expense at all.