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TheAlchemist 24 days ago

What would be interesting to know how much did it cost xAI to build it ? Ai says between $18-$40 billion to just build, without running cost, but no idea how close to reality this is.

jsnell 24 days ago | parent | next [-]

The AI row of the capex table in the S-1 should be a pretty close approximation.

pianoben 24 days ago | parent | prev | next [-]

Nobody pays MSRP at that scale

eightysixfour 24 days ago | parent | next [-]

Given global demand and that they were late to the order party, they probably paid more lol

gpapilion 23 days ago | parent | prev [-]

Yes and no. They paid what everyone else pays for those gpus. NVIDIA make the profit and leaves crumbs for the rest. For other components they paid less, but since the gpus are the majority of the cost…

btian 24 days ago | parent | prev | next [-]

Closer to 18b than 40. Running costs are 1-2b a year.

tristanj 24 days ago | parent [-]

More like $25 billion since 2025, with $7 billion of spending in the past 3 months. Look at page 22 of the filing.

pbmango 24 days ago | parent | prev [-]

Anthropic is getting capacity from Colossus 1 not Colossus 2 it sounded like. The initial colossus capex was under $5B, making that an even more astounding payoff.

Edit: S1 states both are being leased so the 20-25B initial investment probably more relevant

TheAlchemist 24 days ago | parent | next [-]

The S-1 states that it gets capacity from both Colossus 1 and Colossus 2.

gjsman-1000 24 days ago | parent | prev [-]

... and a sign Anthropic couldn't find enough compute anywhere else, so they had to bite the bullet. Interesting.