XAI $15 Billion Per Year AI Rental to Anthropic Details
by Brian Wang from NextBigFuture.com on (#75TJX)
Freda Duan estimates XAI Colossus 1 has ~$6B annual rent. Colossus 2 is leasing roughly one-third of its total compute capacity to $Anthropic. I am extending the analysis to renting out one third to one half of the new construction. This does not included distributed compute from Tesla cars, Tesla bots, new servers with Tesla ...