… It would not be surprising to see Anthropic ink a deal with Cerebras, too – and soon before Anthropic goes public so it can show it has the iron it needs to do low latency AI inference. …
… In the background of all these moves are the ongoing plans for both OpenAI and Anthropic to go public, IPOs that are rumored to net each as much as a trillion or more dollars. …
… Now, Anthropic has to come up with the money to pay for this gear in 2027, which is why it is doing an IPO in 2026 and not installing this TPU gear right now. …
… And the introduction of frontier AI models like Anthropic’s much-talked-about Claude Mythos Preview could drive that down even more. …
… When we say “we,” we mean “them,” as in the model builders, notably OpenAI, Anthropic, and Google. …