Comment by electriclove
2 hours ago
Did you read that Anthropic is paying them $15B/year for use of xAI's data centers? That changes things quite a bit
2 hours ago
Did you read that Anthropic is paying them $15B/year for use of xAI's data centers? That changes things quite a bit
Does xAI have some sort of edge over Anthropic when it comes to buying future compute?
If not, this just seems like grok not being as successful as they would have liked and then finding some other use for the compute they had bought for it while at the same time Anthropic can’t keep up with demand for claude.
Your second statement is correct IMO.
Re your first statement, the problem is that there isn't enough compute out there. xAI built their own data centers (and plan to built more -> in orbit). I don't think Anthropic has done that to the same extent and it seems like they will partner with multiple vendors who can provide the compute they need.