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They can rent out their AI infra to The Hyperscalers.
by dj_axl 2mo ago
They can rent out their AI infra to The Hyperscalers.
- monocasa 2mo agoI think the hyperscalers are smart enough to not let Oracle be their landlord.
- throwa356262 2mo agoAre they? Anthropic is renting compute from a competitor, that also is known for their blackhat business practices.
- monocasa 2mo agoAnthropic isn't a hyperscaler, but instead a hyperscaler customer. And I've seen first hand hyperscalers go to extremely large lengths to eradicate any use of Oracle (which mainly comes in these days through their acquisitions).
- lelanthran 2mo ago> They can rent out their AI infra to The Hyperscalers. I can't tell if this is supposed to be sarcasm or not :-/ Aren't all the token providers right now over-provisioned? They aren't trying to use up all their capacity, they're selling it to one another.
- chrismustcode 2mo agoApart from SpaceXAI no? There's still a massive compute crunch, I know the opencode guys had been struggling to get capacity, Claude effectively lowered it's limit till the SpaceX deal, Google is struggling. https://x.com/thdxr/status/2024539643673211054 https://x.com/thdxr/status/2024539643673211054 https://www.anthropic.com/news/higher-limits-spacex https://www.anthropic.com/news/higher-limits-spacex https://finance.yahoo.com/technology/ai/articles/ai-demand-outstripping-supply-even-131345229.html https://finance.yahoo.com/technology/ai/articles/ai-demand-o...