logoalt Hacker News

Signeztoday at 12:24 PM6 repliesview on HN

Sorry, what?

Does this mean that SpaceX are the only company that really did build some datacenters to put all the million of GPU/TPU/whatever they all talk about everyday?

I mean, Google, Amazon, Meta and Microsoft told investors they spent more than $1B per day last year in CapEx... why on Earth do they (well, Google and Anthropic at least) need to rent compute to SpaceX, of all companies?


Replies

phpnodetoday at 12:27 PM

They overbuilt capacity for grok but no one wants to use grok for several reasons

hirako2000today at 12:35 PM

Scarcity. It's becoming difficult to plan for new data centers. They will rent where capacity is available. Grok hasn't gain the expected popularity.

brooksttoday at 1:37 PM

Other companies built data centers but also built products that soak up their data center capacity.

xAI built data centers, and products that are mostly good for nonconsensual porn and confirming a small group’s biases. So they have a lot of excess capacity, and might as well rent it to the adults.

jeltztoday at 12:45 PM

No, CoreWeave for example also rent compute to the big AI companies. This likely just means Grok has few users so they need to rent their extra capacity to their competitors.

transcriptasetoday at 12:30 PM

Yes but someone will be along shortly to defuse what sounds like giving the bad mars man credit where it’s due. Like everything else he does that works out, it was just luck, timing, actually a mistake that worked out, or someone else behind the scenes that he got lucky in hiring at the right time (by accident).

show 2 replies
fellowmartiantoday at 12:49 PM

Plus it’s not like some absolutely enormous data centers, only 300MW.