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| ▲ | jsnell 3 hours ago | parent | next [-] |
| The AI row of the capex table in the S-1 should be a pretty close approximation. |
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| ▲ | pianoben 3 hours ago | parent | prev | next [-] |
| Nobody pays MSRP at that scale |
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| ▲ | eightysixfour 2 hours ago | parent [-] | | Given global demand and that they were late to the order party, they probably paid more lol |
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| ▲ | btian 3 hours ago | parent | prev | next [-] |
| Closer to 18b than 40. Running costs are 1-2b a year. |
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| ▲ | tristanj 2 hours ago | parent [-] | | More like $25 billion since 2025, with $7 billion of spending in the past 3 months. Look at page 22 of the filing. |
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| ▲ | pbmango 3 hours ago | parent | prev [-] |
| Anthropic is getting capacity from Colossus 1 not Colossus 2 it sounded like. The initial colossus capex was under $5B, making that an even more astounding payoff. Edit: S1 states both are being leased so the 20-25B initial investment probably more relevant |
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| ▲ | TheAlchemist 3 hours ago | parent | next [-] | | The S-1 states that it gets capacity from both Colossus 1 and Colossus 2. | |
| ▲ | gjsman-1000 3 hours ago | parent | prev [-] | | ... and a sign Anthropic couldn't find enough compute anywhere else, so they had to bite the bullet. Interesting. |
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