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Anthropic is expanding to Colossus2. Will use GB200

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Re: Anthropic is expanding to Colossus2. Will use GB200

#11

Post by 123aad »

0xy wrote: post #9
fasbg1 wrote: post #5

I though Claude is too woke. Musk has posted that at least 50 times in the last year. But booking outrageous rental fees as fake AI revenue ahead of the SpaceX IPO apparently takes precedence.

Anthropic is paying real cash, how is it fake revenue?

Fake __AI__ revenue. Maybe Hetzner should build Colossus4, rent it out and book it as AI revenue instead of hardware rental revenue and get a P/E of 100.

Re: Anthropic is expanding to Colossus2. Will use GB200

#12

Post by twoodfin »

amazingamazing wrote: post #10

I don't see a scenario where it really makes sense to be a frontier lab long term. Eventually model quality will plateau then you distill and get 90% for 10% or less cost.

Over the past 6 months, Anthropic has made more waves as a product company than a frontier lab.

Re: Anthropic is expanding to Colossus2. Will use GB200

#14

Post by hungryhobbit »

amazingamazing wrote: post #10

I don't see a scenario where it really makes sense to be a frontier lab long term. Eventually model quality will plateau then you distill and get 90% for 10% or less cost.

General AI is that scenario. The investor dream is that their horse hits general AI first, patents it (or otherwise somehow stops the competition from hitting it), and then reaps the massive benefits.

I'm not saying it's a likely scenario, but I genuinely believe a big percentage of AI investment revolves around that (or similar) scenarios.

Re: Anthropic is expanding to Colossus2. Will use GB200

#15

Post by tptacek »

123aad wrote: post #11
0xy wrote: post #9

Earlier quoted context omitted.

Anthropic is paying real cash, how is it fake revenue?

Fake __AI__ revenue. Maybe Hetzner should build Colossus4, rent it out and book it as AI revenue instead of hardware rental revenue and get a P/E of 100.

If Hetzner could build that, they would.

Re: Anthropic is expanding to Colossus2. Will use GB200

#16

Post by tw04 »

alienreborn wrote: post #13

Why is xAI giving up their advantage? Is this a signal that their frontier model improvements are plateauing and decided there is no value in hoarding all their compute?

What advantage? Has there ever been any indication they’re leading in any segment? Sure Elon has thrown a bunch of money at hardware, but to what end?

And frankly as bad as Altman is from a: if AI is really going to disrupt humanity do I want this guy in charge? Elon is 10x worse. So why would the best and the brightest ever work for him?

Re: Anthropic is expanding to Colossus2. Will use GB200

#17

Post by eightysixfour »

tw04 wrote: post #16
alienreborn wrote: post #13

Why is xAI giving up their advantage? Is this a signal that their frontier model improvements are plateauing and decided there is no value in hoarding all their compute?

What advantage? Has there ever been any indication they’re leading in any segment? Sure Elon has thrown a bunch of money at hardware, but to what end? And frankly as bad as Altman is from a: if AI is really going to disrupt humanity do I want this guy in charge? Elon is 10x worse. So why would the best and the brightest ever work for him?

In a compute starved world, big ass data centers are an advantage.

Re: Anthropic is expanding to Colossus2. Will use GB200

#18

Post by gaze »

I think that's the datacenter with the gas turbine generators that operate without permits because they're "portable." Data centers have tremendous externalities but colossus is a particularly nasty offender, and not just due its size.

Edit: They did it with Colossus and now they're doing the exact same thing with Colossus2. https://www.selc.org/news/xai-built-an-illegal-power-plant-t...

Re: Anthropic is expanding to Colossus2. Will use GB200

#19

Post by SoKamil »

alienreborn wrote: post #13

Why is xAI giving up their advantage? Is this a signal that their frontier model improvements are plateauing and decided there is no value in hoarding all their compute?

As weird as it seems I think this is Musk’s best shot at winning over Altman. He has personal vendetta.

Re: Anthropic is expanding to Colossus2. Will use GB200

#20

Post by urams »

Very possible Elon is doing this to make give Anthropic better chances against OAI while he attempts to reshape xAI.

Also possible he sees infra as the future of xAI if he really believes in the value of space compute.

Hard to see this any of this as anything other than a bearish sign for Grok though.

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