Anthropic CEO Amodei warns of "huge uncertainty" over next year days before record IPO
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At a JPMorgan investor event, Dario Amodei called compute purchasing the company's "deepest business dilemma". Capacity must be bought one to two years ahead, before revenue is known: too little hurts customers, too much risks financial overextension. Anthropic has committed nearly $901 billion, mostly to compute and chips, about $71 billion due by September 2027, according to Bloomberg. The IPO is planned for Nov. 19.
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