I did some analysis,
- First cursor: They were hitting a compute ceiling that got access to colossus for training their composer coding models. The demand came as growth outpaced their access to training infra
- second anthropic and oh god, the memes were great on this. The deal eventually gave anthropic access to 220,000+ NVIDIA GPUs across 300MW of capacity at Colossus 1, and then after that, SpaceX AI moved its own training to colossus 2. Reason? Anthropic had been struggling to meet developer demand, leading to aggressive rate caps
- Third, Google: well, a project called "Suncatcher, where google is in talks with Elon Musk SpaceX over a potential rocket-launch deal as the tech giant pushes deeper into plans to build data centers in orbit. Apart from this, there is also another deeper vertical pattern here which goes into the infrastructure stack model builders (Anthropic, Cursor) are decoupling from compute ownership and buying access from infrastructure players (SpaceXAI, Google, Amazon). Nobody can own the full stack anymore i guess Thoughts? submitted by /u/ocean_protocol
Originally posted by u/ocean_protocol on r/ArtificialInteligence
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