This article first appeared on GuruFocus. Amazon-backed (AMZN) Anthropic is reportedly spending roughly $3.4 billion to secure gas-fired power generators for its artificial intelligence data centers, underscoring how electricity availability is becoming a critical constraint on the AI industry's expansion. The massive commitment highlights an emerging problem for investors: securing enough computing power increasingly means securing the energy needed to operate it. Warning! GuruFocus has detected 5 Warning Signs with AMZN. Is AMZN fairly valued? Test your thesis with our free DCF calculator.
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