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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

#21

Post by nikcub »

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.

Anthropic this quarter will have revenue of $10.9B, up from $4.8B last quarter[0]. They're paying SpaceX $1.25B per month for compute[1] - which is more than what SpaceX earn on space. SpaceX spent about $30-40B in capex on Colossus 1 & 2.

This is all real revenue, real spend, real usage.

Hetzner just aren't at this scale. Not even close. If they wanted to get into this business - first, they're late. Second, it's at a scale of ~10x of their total lifetime datacenter buildout. Third, they'd need to change their business to being one that is debt fronted.

xAI have proven out that being able to deploy compute is a very viable business (and difficult to pull off)

At some point AI cynicism clashes with reality, it must be exhausting maintaining it.

[0] https://www.wsj.com/tech/ai/mind-blowing-growth-is-about-to-...

[1] https://www.wired.com/story/spacex-ipo-anthropic-compute-fin...

Re: Anthropic is expanding to Colossus2. Will use GB200

#22

Post by amazingamazing »

twoodfin wrote: post #12
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.

Cant wait to see their books once they IPO

Re: Anthropic is expanding to Colossus2. Will use GB200

#23

Post by er1276 »

nikcub wrote: post #21
123aad wrote: post #11

Earlier quoted context omitted.

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.

Anthropic this quarter will have revenue of $10.9B, up from $4.8B last quarter[0]. They're paying SpaceX $1.25B per month for compute[1] - which is more than what SpaceX earn on space. SpaceX spent about $30-40B in capex on Colossus 1 & 2. This is all real revenue, real spend, real usage. Hetzner just aren't at this scale. Not even close. If they wanted to get into this business - first, they're late. Second, it's at…

Jesus Christ, the Hetzner example is obviously an example of booking revenue as AI revenue (where investors assume it is generated by Grok subscriptions) vs. hardware rental revenue, which traditionally not valued as highly.

Nowhere does the hypothetical state that Hetzner, an example for hardware rental, has the funding or the capabilities to execute the sarcastic example.

But ok, now hardware rentals have a P/E of 100 or more.

Re: Anthropic is expanding to Colossus2. Will use GB200

#24

Post by georgemcbay »

gaze wrote: post #18

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...

Yup, and now Anthropic is complicit in the environmental damage and health problems for local residents that these data centers are causing.

But hey, number must go up, right?

Re: Anthropic is expanding to Colossus2. Will use GB200

#25

Post by loktarogar »

eightysixfour wrote: post #17
tw04 wrote: post #16

Earlier quoted context omitted.

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.

yes, but it's only advantage if one is compute-strained and the other isn't. if they both have lots then there's no advantage. if one doesn't fully utilise their compute then it's not an advantage either

Re: Anthropic is expanding to Colossus2. Will use GB200

#26

Post by 8note »

eightysixfour wrote: post #17
tw04 wrote: post #16

Earlier quoted context omitted.

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.

can you elucidate what that advantage is, that isnt renting it out for the highest price to somebody that really needs it?

Re: Anthropic is expanding to Colossus2. Will use GB200

#27

Post by abraxas »

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?

No other LLM has made as much child porn as grok so there is that...

Re: Anthropic is expanding to Colossus2. Will use GB200

#29

Post by dktp »

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?

I would guess it's purely because Grok isn't nearly in-demand enough to produce meaningful revenue. And they want to juice the numbers for IPO

And I'm sure it's a bonus point for Musk that it goes to OpenAI's most relevant competitor

Re: Anthropic is expanding to Colossus2. Will use GB200

#30

Post by jgalt212 »

er1276 wrote: post #23
nikcub wrote: post #21

Earlier quoted context omitted.

Anthropic this quarter will have revenue of $10.9B, up from $4.8B last quarter[0]. They're paying SpaceX $1.25B per month for compute[1] - which is more than what SpaceX earn on space. SpaceX spent about $30-40B in capex on Colossus 1 & 2. This is all real revenue, real spend, real usage. Hetzner just aren't at this scale. Not even close. If they wanted to get into this business - first, they're late. Second, it's at…

Jesus Christ, the Hetzner example is obviously an example of booking revenue as AI revenue (where investors assume it is generated by Grok subscriptions) vs. hardware rental revenue , which traditionally not valued as highly. Nowhere does the hypothetical state that Hetzner, an example for hardware rental , has the funding or the capabilities to execute the sarcastic example . But ok, now hardware rentals have a P/E…

I think you're low at 100. TSLA has 370 PE, and SpaceX is targeting 250+.
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