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ai morning #95 — anthropic's second $45b compute bet, schmidt's potential $20b stake
Anthropic is doubling down on compute infrastructure right as questions mount about whether AI capex can ever be repaid. A second multi-billion-dollar deal would double its West Virginia footprint. Meanwhile an early investor's stake quietly surfaces as one of the largest individual windfalls from Anthropic's coming IPO.
Marcus walks through the compute buildout, the sharpest reversal in the numbers — Anthropic piling on infrastructure spend while growth questions swirl — and what it means for builders renting capacity from the same labs.
In this episode:
00:00 Intro
01:30 Anthropic's 2nd…
The skinny
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