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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

#111

Post by SilverElfin »

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…

Anthropic’s revenue is computed different from OpenAI. As I recall, they inflate it by including money that they end up just paying forward to some of the companies they depend on. OpenAI doesn’t count that component. And none of these companies - including SpaceX - have trustworthy accounting.

Re: Anthropic is expanding to Colossus2. Will use GB200

#112

Post by SilverElfin »

Rover222 wrote: post #53
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.

He talked with the Anthropic team, and his concerns lessened. It's actually a good thing to be able to change one's mind.

You’re falling for the Musk shell game. He just says whatever is convenient at any given moment. FSD. Funding secured. I talked to the Claude guys.

He didn’t change his mind about anything. It’s just that he wants to prop up SpaceX’s IPO as much as he can. Plus if he hits various targets, he unlocks more shares for himself, I think.

Re: Anthropic is expanding to Colossus2. Will use GB200

#113

Post by hvb2 »

HDThoreaun wrote: post #87
hemul3n wrote: post #54

Earlier quoted context omitted.

I dug into this topic in some detail on my blog and it's both enraging and depressing. https://poiesic.com/posts/pattern-recognition

I dont know, Id say the enraging thing is that the government is so incompetent and unable to expand electricity supply that datacenters are forced into using loopholes to get power the only way they can.

> Id say the enraging thing is that the government is so incompetent and unable to expand electricity supply

So let's say you're a homebuilder, if I tell you I want a new home and I want to live there tomorrow, you can all of a sudden build it in a day, right?

Electricity use is skyrocketing for various reasons, these datacenters being one of them. There are a lot of countries struggling to keep up with demand. So incompetence? No, probably more like supply lagging demand.

Or ASML and Nvidia and all also are incompetent, because they didn't see demand coming....

Re: Anthropic is expanding to Colossus2. Will use GB200

#114

Post by SilverElfin »

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?

Elon got rid of most of the core xAI researchers recently. It looked like firings and he said something like Grok needs to be rewritten because it was fundamentally built in a bad way. My guess - Grok was not one of the top two models and had no traction beyond users on Twitter - so investing in it did not make sense. Or maybe he needs time to build a new team and rebuild Grok, and while he’s doing that, he needs revenue to make up for all the GPUs they bought.

Either way, I doubt he has any ‘real’ advantage in this game. It’s OpenAI and Anthropic, and then everyone else including the open weight models.

Re: Anthropic is expanding to Colossus2. Will use GB200

#115

Post by londons_explore »

runako wrote: post #105
bwfan123 wrote: post #78

Earlier quoted context omitted.

I see this as a huge warning sign. If a frontier ai lab is in this position of renting their own capacity, imagine how much overcapacity there is in the system. Outside of VC money, and circular financing, the only external money coming into ai are into open-ai, and anthropic via their subscriptions and APIs.

> a frontier ai lab Wait, do people consider xAI a frontier AI lab?

They were briefly SOTA on some benchmarks, although there were suggestions there might have been some massaging of the results since real world usage showed lackluster performance compared to the benchmarks.

Re: Anthropic is expanding to Colossus2. Will use GB200

#116

Post by derwiki »

gen220 wrote: post #95
aurareturn wrote: post #2

More signs that xAI might be giving up on the AGI race. xAI let Cursor train a model on Colossus 2, gave the entire Colossus1 to Anthropic, and is now giving compute in Colossus2 to Anthropic as well.

FWIW, SpaceX (parent company of xAI) has an option to acquire Cursor for $60B that expires 7 days after their imminent IPO.

Do people still use Cursor? My company’s leadership has been clear that Cursor was cool for a hot minute but you Should Not be using it anymore

Re: Anthropic is expanding to Colossus2. Will use GB200

#117

Post by londons_explore »

brookst wrote: post #100
zitterbewegung wrote: post #97

Seems like either Grok is being shut down or it will be "powered by anthropic" soon.

Grok’s whole thing is being irresponsible and edgy. Can’t s ee Anthropic going for that, can’t see Grok’s customer base accepting an AI that refuses to do nonconsensual porn.

Model fine-tunes to change the 'edgy' tone are very cheap and easy to do.

Grok could easily be powered by Claude in just a few weeks engineering time.

Re: Anthropic is expanding to Colossus2. Will use GB200

#118

Post by CSMastermind »

tristanj wrote: post #49
aurareturn wrote: post #2

More signs that xAI might be giving up on the AGI race. xAI let Cursor train a model on Colossus 2, gave the entire Colossus1 to Anthropic, and is now giving compute in Colossus2 to Anthropic as well.

Bad read on the situation. xAI has too much compute and not enough customers using it. They have around half a million GPUs, some of which are stolen from Tesla, running at 11% utilization. xAI predicted more people would be using Grok, but Grok is not a SOTA model & users primarily want to use SOTA models. They have excess capacity and it makes sense to rent out GPUs to other customers while they improve their model…

More people should try Grok. I don't use it for coding but it's replaced a lot of my ChatGPT usage. Definitely more perferred model for quick questions or easy answers.

Re: Anthropic is expanding to Colossus2. Will use GB200

#120

Post by fragmede »

hvb2 wrote: post #113
HDThoreaun wrote: post #87

Earlier quoted context omitted.

I dont know, Id say the enraging thing is that the government is so incompetent and unable to expand electricity supply that datacenters are forced into using loopholes to get power the only way they can.

> Id say the enraging thing is that the government is so incompetent and unable to expand electricity supply So let's say you're a homebuilder, if I tell you I want a new home and I want to live there tomorrow, you can all of a sudden build it in a day, right? Electricity use is skyrocketing for various reasons, these datacenters being one of them. There are a lot of countries struggling to keep up with demand. So in…

If only there was some sort of planning, by a central authority!
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