4.8 • 56 Ratings
🗓️ 8 November 2024
⏱️ 6 minutes
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0:00.0 | The AI startup anthropic could soon be getting a new multi-billion dollar investment. |
0:04.2 | The information reporting that Amazon's in talks for another investment on top of the $4 billion deal from last year, |
0:10.9 | but the latest investment may come with a catch. |
0:13.3 | Our Dear Durbosa has more in today's tech check. |
0:15.3 | Happy Friday, Dee. |
0:17.3 | Happy Friday, Carl. |
0:18.5 | They always come with a catch. |
0:20.1 | But a source familiar caveats, this latest news of a discussion by telling me that anthropic and open AI, they're always raising money due to those high operational costs of building the foundational models. But an investment now does raise some interesting nuance on the training versus inference or application phase of generative |
0:38.6 | AI. And each time that these mega caps consider putting more money into these huge AI |
0:43.8 | startups, there's a question of what do they get out of it? Remember that these deals from |
0:48.0 | Microsoft and Open AI to Anthropic in Amazon to Anthropic in Google, they include requirements |
0:53.2 | that the startups use their cloud infrastructure in return for that investment. |
0:57.0 | Now, for Amazon this time, it could be, |
1:00.0 | they could be looking for the wider deployment |
1:02.0 | of their own homegrown AI chips known as Traneum. |
1:06.0 | Getting a major foundational player like Anthropic |
1:09.0 | to use them could reduce the number of |
1:11.1 | expensive Nvidia chips that they have to buy and it could show other customers |
1:14.8 | that AWS's own chips are up to par but the information reports that there's a |
1:20.1 | sticking point in a potential deal Anthropics still prefer servers powered by |
1:24.9 | Nvidia design GPUs as well as in video's CUuda software that AI developers largely prefer now that is the |
1:31.6 | training phase or the process of teaching models with data sets a source I |
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