Anthropic Just Committed $80B in Five Days. Here Is Who It Is Renting From.

AI’s appetite for specialized chips, power, and speed created an opening for a new kind of cloud. Learn with me below...

Recently, two little-known cloud companies reportedly received $80 billion in compute contracts from Anthropic: a six-year, $45 billion agreement with Nscale and a $35 billion agreement with Lambda. Frontier AI labs are reaching beyond Amazon, Microsoft, and Google to secure the compute they need. This class of company barely existed 3 years ago, but is now forecast to approach $400B in revenue by 2031. They are called neoclouds and have become a growing share of the compute that frontier labs run on by owning GPU capacity and renting access to it, either by the hour or under a long-term…