Reads to me like Anthropic just wants to ban competition from open models coming out of China which are eating their lunch. And the actual race isn't with compute availability, it's with energy production. Energy costs in China are already 3x lower than in the US, and that makes running models and scaling them out a lot more affordable.
Meanwhile, the US grid already has only something like 30% leftover capacity, and if that gets gobbled up then there's no slack available for events like heat waves or other natural disasters. So, there's literally no room to grow. And building out new capacity takes years to do. On top of that, Trump admin is making it more difficult to deploy renewable capacity which is the cheapest and fastest way to expand the grid.
Energy production is the real bottleneck here, and there's no simple solution to it in the near term.
yogthos•8m ago
Meanwhile, the US grid already has only something like 30% leftover capacity, and if that gets gobbled up then there's no slack available for events like heat waves or other natural disasters. So, there's literally no room to grow. And building out new capacity takes years to do. On top of that, Trump admin is making it more difficult to deploy renewable capacity which is the cheapest and fastest way to expand the grid.
Energy production is the real bottleneck here, and there's no simple solution to it in the near term.