> both OpenAI and Anthropic can generate over $100B/GW/year of revenue when selling API inference on a GB300 cluster. This is significantly more than the costs of renting a GB300 cluster for a year at current neocloud prices.
This is one view and then there are Ed Zitron's articles on impending collapse of AI. I'm not sure whom to believe.
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[ 3.5 ms ] story [ 13.8 ms ] threadThis is one view and then there are Ed Zitron's articles on impending collapse of AI. I'm not sure whom to believe.