HFT Meets AI

Welcome to Amaze Networks for Tuesday, April seventh. I'm your host and today we've got a packed show — Anthropic just signed a three and a half gigawatt compute deal, quantum encryption timelines are getting uncomfortable, and we've got a wild story about what AI datacenters are learning from Wall Street traders.

And honestly, the Wall Street story might be the most useful thing for anyone running infrastructure right now. It reframes a bunch of problems we already have names for.

Let's get into it. So the big headline this morning: Anthropic revealed its revenue run rate has crossed thirty billion dollars. And to go along with that, they announced a deal with Google and Broadcom for three and a half gigawatts of TPU compute capacity starting in twenty twenty-seven.