They've already issued $80B in 6 markets/currencies. How much more do you think they can raise at a decent rate? I think they might issue more next year.
Issuing new equity might be a financial engineering experiment. No other mag7 has tried it. Plus they got BH name on the plate.
The amazing thing about this is the first author has published multiple high-impact papers with Google Research VPs! And he is just a 2nd-year PhD student. Very few L7/L8 RS/SWEs can even do this.
I met a AWS engineer a couple of weeks ago and he said Trainium is actually being used for Anthropic model inference, not for training. Inferentia is basically defected Trainiums chips that nobody wants to use.
There are some new research that applies transformers to MIPs. I'm looking forward to LLMs cracking MIPs at some point and beat those commercial solvers.