Hyperscaler

The hyperscalers include the mega cloud operators like Amazon, Microsoft, and Google.

Do you think it’s possible for a company like Anthropic to do this without a hyperscaler [like Amazon or Google]^([sic])?

New facilities consume more electricity than ever. A rack of servers stuffed with AI chips requires about ten times more power than a non-AI version a few years ago. A study by the Lawrence Berkeley National Laboratory found that in 2023 America's data centres used 176 terawatt-hours (TWh) of electricity. That is forecast to increase to between 325TWh and 580TWh by 2028 (see chart 2), or 7-12% of America's total consumption, with hyperscalers accounting for about half.