Anthropic will spend $80 billion on cloud services by 2029, while Meta invests billions in Nvidia chips designed to cut costs per token. Google signed a 150 MW geothermal deal to power its data centers as tech giants race to secure compute and energy for AI.
The Signal is that $80 billion infrastructure war for AI computing. You know what's happening? Anthropic expects to pay Amazon, Google and Microsoft $80 billion by 2029. Like after three years. And Meta investing billions in Nvidia Blackwell Vera Logan chips. And these chips are capable to deliver 50% 50x more throughput per megabyte mega port and 35x percent more cheaper, more lower cost. Per token that these things are huge. And you know what the companies like Google signed the tracked with the company Ormit signed a one. Ormet is a geothermal company. So they signed a 150 megawatt geothermal agreement that going to power Google power sector. These things like companies are spending tens of billions on computer infrastructure, just all for the intelligence.
FDE Epi : 16 | AI Agents, Billion-Dollar Infrastructure & the Future of Intelligence
