We will soon read that US is investing 50b into AI infrastructure by means of Anthropic commitments. Both balance sheets line up, no money exchanges hands.
NVIDIA, Intel, AMD, and OpenAI are all already engaging in this type of behavior.
Several parties are writing the checks. It's a complex structure of future VC rounds, debt financing, and most importantly, massive cloud credit commitments from their investors like Amazon and Google
NVIDIA, Intel, AMD, and OpenAI are all already engaging in this type of behavior.