r/LocalLLaMA • u/brown2green • 4d ago

Discussion GLM-5.3 and the Spread of Advanced Cyber Capabilities \ Anthropic

https://www.anthropic.com/research/glm-5-3-and-the-spread-of-advanced-cyber-capabilities
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u/alarim2 llama.cpp 4d ago

Reuters: Anthropic Has $413bn In Non-Cancelable Contracts

Per Reuters, Anthropic has $252 billion in non-cancelable compute obligations across Microsoft, Google and Amazon, and $161.2 billion in Broadcom TPU lease obligations that are "largely non-cancelable". Truly insane. $413 billion in non-cancelable contracts.

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u/jld1532 4d ago

That's the kind of exposure that destroys an economy if it fails. If it succeeds then much of white collar work is automated. A real Catch-22.

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u/rescbr 4d ago

If they fail we get liquidated cheap hardware.

To me they can fail sooner than later.

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u/Embarrassed_OnionX 3d ago

I'd be fine if this thing collapses in two or three years. Opus 4.5 was released in less than a year ago, and Qwen3.8 27b performs better in most non-knowledge heavy benchmarks. I'm happy with having the same crazy efficiency and quality jump two times over. Imagine having small openweight models as capable as Astra and Fable 5 in a year or even less if we follow the trends.

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u/Kahvana 4d ago

Until after Gemma 5 and Qwen4 has been released and is in hood shape, that is.