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lelanthran 3 hours ago

> They can rent out their AI infra to The Hyperscalers.

I can't tell if this is supposed to be sarcasm or not :-/

Aren't all the token providers right now over-provisioned? They aren't trying to use up all their capacity, they're selling it to one another.

chrismustcode 2 hours ago | parent [-]

Apart from SpaceXAI no?

There's still a massive compute crunch, I know the opencode guys had been struggling to get capacity, Claude effectively lowered it's limit till the SpaceX deal, Google is struggling.

https://x.com/thdxr/status/2024539643673211054

https://www.anthropic.com/news/higher-limits-spacex

https://finance.yahoo.com/technology/ai/articles/ai-demand-o...