Anthropic has committed nearly $90 billion to secure compute infrastructure through Nscale, including $44.6 billion disclosed in a September SEC filing and a second deal of about $45 billion in advanced negotiations, as reported by Bloomberg; both target the Monarch Compute Campus in West Virginia. The article argues that model weights are becoming a commodity and the race has shifted to who controls power. In the same week, DeepSeek open-sourced DeepInfer and llm-d 1.0 reached general availability; IBM, citing vendor-reported figures, claims self-hosting on llm-d cuts costs 5-10x versus commercial APIs. In China, ByteDance, Alibaba and Tencent have ordered over 3 million Nvidia RTX PRO 5500 chips worth roughly $35 billion, but according to unverified social media reports, the fill rate is only 5-10%.
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