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chatmasta
1 day ago
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xAI is looking more like a datacentre REIT than a ...
xAI covers their cost of N-1 datacenter while running their own models in N and building out N+1.
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SecretDreams
1 day ago
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And they make all of their money from the N-1 data center they are renting which is sand moat.
What point are you making?
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chatmasta
1 day ago
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What? They make money from their own inference and models too, which they can train effectively for free by funding their operations with rental income from their last gen datacenter.
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