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Amodei calls compute buying Anthropic's "deepest business dilemma" at a JPMorgan event
At a JPMorgan investor event in New York on Friday, Dario Amodei said compute must be bought one to two years before revenue is known, and "there's a huge uncertainty in what's going to happen next year," per The Decoder. It cites Bloomberg for nearly $901B in commitments and a planned Nov. 19 IPO of up to $64.4B.
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The Decoderthe-decoder.com/anthropic-ceo-amodei-admits-theres-a-huge-uncertainty-in-whats-going-to-happen-next-year-days-before-a-record-ipo/Coverage · 1 article, oldest first
Saturday, November 14, 2026