For now, it appears the AI industry is united behind Anthropic. On Friday, hundreds of Google and OpenAI employees signed an open letter urging their companies to stand in "solidarity" with the lab. According to an internal memo seen by Axios, OpenAI CEO Sam Altman said the ChatGPT maker would draw the same red line as Anthropic.
Consider the energy crunch: Global data-center power demand will more than double by 2030, per the International Energy Agency, forcing upgrades to grids, water systems, and connectivity. China’s state grids are embarking on a 5 trillion yuan ($722 billion) expansion explicitly for AI and data centers that is equivalent to 4% of GDP, according to Moody’s. The Qatar Investment Authority has announced a project worth $20 billion (9% of the nation’s GDP), to develop AI data centers and computing infrastructure. And in Korea, despite AI-related spending only accounting for 0.4% of GDP, the country’s recently established sovereign wealth fund is almost exclusively targeted at high-tech industries including AI and chips, while planning to deploy a war chest worth 5.7% of GDP over the next five years.
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