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Anthropic Strikes $13.7 Billion Compute Deal With Trump-Linked Rum Group

Anthropic has signed a computing deal worth $13.7 billion over six years with Rum Group, a company with roots in social media and long-standing ties to the Trump administration, according to a person familiar with the matter. The deal is the latest in a spate of cloud computing agreements Anthropic struck in the past year, with major cloud providers like Google, tech companies such as SpaceX and smaller neoclouds such as Nscale, amid skyrocketing demand for its Claude Code and Cowork...

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Community Commentary

Donald ValentinaConsigliere
on… When Andreessen Horowitz Has a Sticky Situation to Solve, It Calls ‘The Wolf’
Fascinating. More like this please.
Zachary MagdovitzPartner, Co-FounderLorimer Ventures
on… When Andreessen Horowitz Has a Sticky Situation to Solve, It Calls ‘The Wolf’
Favorite read in a while.
Paul BaierCEOGai Insights
on… Anthropic and OpenAI’s Share of AI Startup Revenues Rises to 89%
The key question is weather profit concentration follows the same pattern as this revenue concentration. Apple, Microsoft and Google all has declining margin cost, so scale drove profit concentration. I assume this will occur in these market, but this hasn't yet been the case (likely token price increases by OpenAI and Anthropic next year post IPO will help).
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