News for hackers. Stuff that matters.
Re:CoreWeave bond yield tops 16% as AI credit stress rises by ordu on Tuesday November 10, 2026 @06:51AM (#50438999)
Gross profit margins include all the direct costs of providing a service. So if gross profit margins of Anthropic are positive, they are positive after they subtracted the cost of electricity from revenues. And not just electricity, but every cost that is necessary to run a large scale inference operation.
Re:CoreWeave bond yield tops 16% as AI credit stress rises by grey-area on Wednesday November 11, 2026 @04:13AM (#50451220)
Training models is kind of necessary for Anthropic to provide their service. $12 billion in 2026 and they project it will double next year.