Jakarta, INTI - Artificial intelligence company Anthropic has reportedly agreed to pay Google US$200 billion for access to its chips and cloud. Reports indicated that Anthropic paid this sum for a five-year partnership.
Anthropic also recently made a multibillion-dollar deal with another tech company, Amazon. This multibillion-dollar deal was expected by the tech industry to coincide with the explosive growth of AI.
Reported by The Information, it is said that Anthropic and OpenAI's deals with other tech companies were responsible for the delayed revenue of US$2 trillion at Amazon, Google, Microsoft, and Oracle.
AI Boom Brings High Profits to Tech Industry
These cloud service providers have been early investors in the booming AI industry, betting that startups' need for their resources as they grow will yield profitable dividends.
So far, that projection has proven correct. Previous projections estimated that server costs in 2026 could reach US$45 billion for OpenAI and US$20 billion for Anthropic. Similarly, chipmakers like Nvidia have invested heavily in OpenAI.
These large-scale deals have fueled the explosive growth of the AI industry, but are still considered unsustainable business practices.
Some of the challenges faced include limited data center resources and a shortage of RAM, which has driven up the price of this component and is expected to impact the sales of AI-powered devices in the near future.
Conclusion
Anthropic has reportedly agreed to pay Google up to US$200 billion for access to chips and cloud. This agreement reflects the surge in infrastructure demand driven by the rapid growth of AI, following Anthropic's previous major partnership with Amazon. The surge in AI investment has driven significant revenue for cloud providers and chip manufacturers. However, this business model is considered unsustainable due to data center limitations, component shortages like RAM, and the potential impact on declining sales of AI-based devices.
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