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.

tristanj 4 hours ago | parent | next [-]

That's very doubtful given recent news that Colossus is running at 11% capacity and has hundreds of thousands of idle GPUs. xAI acquired too many GPUs and currently doesn't have enough customers to use them. That's why they are making compute deals with Anthropic and Cursor.

xAI is bleeding money and this compute deal with Anthropic will pay for all of xAI's capex ($25 billion) in 2 years.

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jameson 6 hours ago | parent | prev | next [-]

Right, also Anthropic has been having difficult time getting more GPUs

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fillskills 6 hours ago | parent | prev [-]

We could see the first company vertically integrated from etching to chip to data center

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AlotOfReading 5 hours ago | parent | next [-]

That's Intel. Probably IBM too, though they've been doing mass manufacturing with TSMC (and GloFo before) for years instead of their fabs. I wouldn't be surprised if HP did similar things back in the 80s.

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jacobrast 6 hours ago | parent | prev [-]

What do you mean by etching? Google does also it's own chip design with TPUs, data centers, and models but afaik only TSMC Intel and Samsung do the actual semiconductor fabrication

	▲	ericd 5 hours ago \| parent [-]
		Assume he's referring to SpaceX's https://en.wikipedia.org/wiki/Terafab