It is not for inference so population or market does not matter, this is only for training and only for Anthropic, which is pretty unprecedented in the history computing/internet.
> all the poorer countries with large populations
It won't move the needle even if this infra is exclusively for inference.
These projects are based on a economic thesis. Companies are investing $10s-100B / year expecting to make the money and more back.
At this scale of money RoI will not come from parts of the world with per capita GDP in the low thousands or less even if there are billions of them and all of them are expected to use these new tools.
This is same reason Apple is the richest company in the world despite selling a fraction of droid devices. Every mobile app developer knows all money is only in iOS. The top 10% people in the world as a market can make a company much more than the rest 90% combined.
> all the poorer countries with large populations
It won't move the needle even if this infra is exclusively for inference.
These projects are based on a economic thesis. Companies are investing $10s-100B / year expecting to make the money and more back.
At this scale of money RoI will not come from parts of the world with per capita GDP in the low thousands or less even if there are billions of them and all of them are expected to use these new tools.
This is same reason Apple is the richest company in the world despite selling a fraction of droid devices. Every mobile app developer knows all money is only in iOS. The top 10% people in the world as a market can make a company much more than the rest 90% combined.