>The key difference between xAI and Anthropic/OAI/Google is that xAI has the least-likely path to existing as viable business in a decade.
I don't know, renting out a fleet of GPUs at annualized rate of ~100% of the capex deployed to obtain said GPUs seems reasonably better than lighting hundreds of billions of dollars on fire in order to earn tens of billions of dollars.
They're not filling datacenters with 3090s. With the amount of headache and the amount of infrastructure needed to support those beasts, do they even have a resale price at all? Or just scrap value?
Wasn't thinking of H100s either. I spoke of infrastructure support, and I was being literal. A herd of GB200s needs a building built to stringent specifications to house them.
I don't know, renting out a fleet of GPUs at annualized rate of ~100% of the capex deployed to obtain said GPUs seems reasonably better than lighting hundreds of billions of dollars on fire in order to earn tens of billions of dollars.