alt Hacker NewsFake __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.
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tptacek • today at 12:23 AM
If Hetzner could build that, they would.
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.
If Hetzner could build that, they would.
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 a scale of ~10x of their total lifetime datacenter buildout. Third, they'd need to change their business to being one that is debt fronted.
xAI have proven out that being able to deploy compute is a very viable business (and difficult to pull off)
At some point AI cynicism clashes with reality, it must be exhausting maintaining it.
[0] https://www.wsj.com/tech/ai/mind-blowing-growth-is-about-to-...
[1] https://www.wired.com/story/spacex-ipo-anthropic-compute-fin...