Anthropic Invests in Unknown Newcomer Volta with a $10 Billion Power Order: Buying the Timeline, Betting That the Counterparty Won't Collapse
Anthropic places a multi-billion-dollar computing order with startup Volta, breaking Amazon, Microsoft, and Google's dominance. Once cloud giants relied on land, power, and capital; now funding is ample, electricity is the true bottleneck. Power supply for new data centers from the big three is no faster than newcomers, so the deal goes to Volta.....