Reading up on Colossus
3 deep · digging since may 21
- xAI is looking more like a datacentre REIT than a frontier lab - Martin Alderson
xAI's GPU rental deals with Anthropic and Google transform it into a datacenter REIT-like business, driven by financial engineering, compute shortages, and infrastructure advantages.
- The Steady Hand at SpaceX Is Not Elon Musk
Gwynne Shotwell serves as the stabilizing force at SpaceX, counterbalancing Elon Musk, as the company readies for a blockbuster IPO.
- SpaceX S-1 | Hacker News
SpaceX's S-1 filing reveals a $1.25B monthly compute deal with Anthropic, prompting debate on profitability and AI infrastructure.