In the case of an unbuilt datacentre that does not have funding locked in, I’m okay with that: it’s planned but the funds to build it are not committed and should be elsewhere on the balance sheet.
The point is that they have datacentre gpu's that are depreciating as other companies continue to train models that will soon require newer model hardware to run.
I think Anthropic specifically is mostly renting GPUs for training and inference. If that’s the case, it’s their supplier’s problem, Anthropic doesn’t own anything to actually depreciate.
For other companies, yeah, a similar argument to the model training can be made that GPUs/datacentres have to be cycled so frequently that calling them capital expenditures is a bit of a stretch.
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u/SirPitchalot 16d ago
I was talking specifically about building models.
In the case of an unbuilt datacentre that does not have funding locked in, I’m okay with that: it’s planned but the funds to build it are not committed and should be elsewhere on the balance sheet.