Cloud Capacity & Infrastructure - Anthropic collaborates with Amazon Web Services and receives investment from Google, logically utilizing Google's cloud capacity [1] - The key question revolves around whether this collaboration signifies infrastructure development or simply capacity acquisition due to current constraints [1] - Microsoft's deals with neo clouds suggest potential challenges in building infrastructure to meet rising demand, mirroring the situation with OpenAI [2] - The industry anticipates that all large language models will eventually work with almost every hyperscale cloud provider due to the scale of enterprise expectations [3] - Companies are actively seeking capacity, indicating the current state of the market [6] Growth & Investment - Anthropic executives are seeking funding and increased capacity in the Middle East, highlighting the significant capacity requirements [3] - Economic and growth projections for companies like OpenAI and Anthropic indicate that enterprise applications are still in early stages [4] - The trend is expected to continue for multiple years [5] Technology & Competition - The effectiveness of GPUs from IWC remains to be seen, influencing potential exclusive reliance on Google for technological reasons [5] - Microsoft is allowing OpenAI to pursue deals with Oracle and other neo clouds like CoreWeave, indicating a widespread search for capacity [6]