Anthropic has reportedly signed five hundred seventeen billion dollars in compute agreements since October — nearly triple what it told investors last December — raising the question of who actually bears the risk if AI revenue growth slows. Plus, ERCOT says it will finish Texas's sweeping data center audit by December, the gate that's holding up hundreds of gigawatts of grid connection requests.
Podden och tillhörande omslagsbild på den här sidan tillhör
Brian Lampert. Innehållet i podden är skapat av Brian Lampert och inte av,
eller tillsammans med, Poddtoppen.
