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uramstoday at 12:31 AM8 repliesview on HN

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.


Replies

tristanjtoday at 3:32 AM

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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utopiahtoday at 1:17 PM

> space compute

Heard anybody remotely competent about space talk the topic? It's pretty much a literal laugh every time.

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jrflotoday at 1:10 PM

Space compute isn't real though, it's just a scheme to pump the value of SpaceX before IPO by associating it with AI. It's really hard to cool things in space, because there's no matter to transfer the heat away. All you've got is radiative cooling, and that's really really slow.

notfromheretoday at 1:50 PM

xAI is a dead company; you don't sell compute if you're growing.

More promising is that cursor is training a model using it.

jamesontoday at 1:08 AM

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

Glohrischitoday at 11:00 AM

That would be absolutly ludicris.

His own product is competing against anthropic.

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skywhoppertoday at 8:23 AM

He believes in the value of the idea of “space compute” for attracting investors to SpaceX. But the existence of the idea of “space compute” as a better way to deploy datacenters (along with everything else Musk has claimed in the past decade) should give everyone pause as to the plausibility of literally everything else he says.

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fillskillstoday at 1:12 AM

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

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