Re:Major Investors Are Skeptical Anthropic IPO Can Achieve $...
by dofm on Thursday November 05, 2026 @11:39PM
(#50388282)
I assume some of this is the escalating cost of training.
But you’re right. I have often wondered why it is that such a small amount of extra compute (300MW) from SpaceX was entirely enough for them to uncap so many customers.
I think the (in-house) data centre burdens of ever-more complex models may be considerable, but I think the data centre businesses expecting to serve inference tasks are probably heading into a Chinese real estate bubble.
But you’re right. I have often wondered why it is that such a small amount of extra compute (300MW) from SpaceX was entirely enough for them to uncap so many customers.
I think the (in-house) data centre burdens of ever-more complex models may be considerable, but I think the data centre businesses expecting to serve inference tasks are probably heading into a Chinese real estate bubble.