Discussion

• @gergelyorosz Gergely Orosz on x

  So let me get this right: 1. Anthropic bans xAI from using Claude (to stop them from perhaps distilling Claude for their own model) (...) 2. xAI gives up ~a quarter of its DC capacity for Anthropic to rent and run Claude A win for Anthropic no doubt. What's in it for xAI tho?

• @ns123abc Nik on x

  >be Elon Musk >build Colossus 1 in 122 days >jensen calls it “superhuman” >train Grok 4, ship it >move frontier training to Colossus 2 >Colossus 1 now legacy fleet 11% utilization >$8B of silicon eating itself on the balance sheet >phone rings >it's Anthropic >the “evil” one >"hi…

• @edzitron Ed Zitron on x

  Yeah I dunno how one can see this as bullish. xAi's compute demands are so small that it can spare 300MW to a competitor and handle inference using Oracle (who musk explicitly jilted to build Colossus-1). Practically speaking, how much other demand is there?

• @soroushg_ Soroush Ghodsi on x

  For comparison's sake, OAI will bring more than 10x that online in '26 of which most will be GB200s/GB300s while Colossus 1 is mostly 150k H100s with some H200s and a few GB200s.

• @cornelialake @cornelialake on x

  4/23: Dylan Patel spends a big piece of podcast talking about how Anthropic is short compute but otherwise taking over the world. 5/6: Anthropic takes 300 MW from XAI (for a price of who knows how much). https://podcasts.apple.com/...

• @boazbaraktcs Boaz Barak on x

  I can see why Anthropic felt they have no choice but partner with Elon, but I wouldn't have been so enthusiastic about it.

• @inlayterms Ross Murray on bluesky

  Musk went from calling Anthropic “evil” to doing business with it in three months.  —  From @inafried.bsky.social