/g/ - Dario WON - Technology

Anonymous

Dario WON 05/07/26(Thu)00:48:35 No.108770662

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Dario WON Anonymous 05/07/26(Thu)00:48:35 No.108770662 Archived

>be Anthropic
>need compute
>sign $100B / 10y with AWS for 5 GW Trainium2/3/4
>Amazon writes $25B equity check back
>sign $200B / 5y with Google for 5 GW TPU + Broadcom silicon starting 2027
>Google writes up to $40B equity check back
>sign $30B with Microsoft for Azure capacity, up to 1 GW Grace Blackwell + Vera Rubin
>NVIDIA writes $10B equity check back
>Microsoft writes $5B equity check back
>Fluidstack: $50B infra buildout
>SpaceXAI Colossus 1: 220K+ GPUs / 300+ MW
>CoreWeave: more capacity on top
Total committed spend: $380B+
Total committed power: 11.3+ GW

Anonymous
05/07/26(Thu)00:51:21 No.108770672

Anonymous 05/07/26(Thu)00:51:21 No.108770672

>>108770662
That's great but I only use superior Chinese models and run models locally. Claude is gay and overrated.

Anonymous
05/07/26(Thu)00:53:27 No.108770678

Anonymous 05/07/26(Thu)00:53:27 No.108770678

>>108770672
name 1 chinese model better than claude opus 4.7 for coding

Anonymous
05/07/26(Thu)00:53:38 No.108770680

Anonymous 05/07/26(Thu)00:53:38 No.108770680

>>108770672
If you ran Claude you could one-shot projects instead of fiddling around with Chinkware

Anonymous
05/07/26(Thu)00:56:06 No.108770690

Anonymous 05/07/26(Thu)00:56:06 No.108770690

>>108770662
did they make up with pentagon

Anonymous
05/07/26(Thu)01:00:39 No.108770704

Anonymous 05/07/26(Thu)01:00:39 No.108770704

>>108770678
>claude opus 4.7
Uhuh

Anonymous
05/07/26(Thu)01:02:56 No.108770710

Anonymous 05/07/26(Thu)01:02:56 No.108770710

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1.23 MB JPG

>>108770662
COMMON VIBEGOD W

Anonymous
05/07/26(Thu)01:13:21 No.108770735

Anonymous 05/07/26(Thu)01:13:21 No.108770735

>>108770662
Elon currently dislikes Sam, so now he wants Anthropic to succeed.

Anonymous
05/07/26(Thu)01:22:58 No.108770759

Anonymous 05/07/26(Thu)01:22:58 No.108770759

>>108770662
>Logos you can smell

Anonymous
05/07/26(Thu)03:24:36 No.108771145

Anonymous 05/07/26(Thu)03:24:36 No.108771145

the claude brand loyalty is insane. apple should buy them

Anonymous
05/07/26(Thu)03:30:01 No.108771162

Anonymous 05/07/26(Thu)03:30:01 No.108771162

these fucking numbers are crazy, only govts were able to deploy such massive investments, and they were usually large scale decade long infrastructure projects, now these ceos are dropping numbers like 300 billion dollars like they are presidents

Anonymous
05/07/26(Thu)04:19:56 No.108771328

Anonymous 05/07/26(Thu)04:19:56 No.108771328

>>108770662
Isn't this just vendor financing. Didn't telecom companies do this during the dotcom bubble.

Anonymous
05/07/26(Thu)05:22:00 No.108771526

Anonymous 05/07/26(Thu)05:22:00 No.108771526

>>108771145
tsmt

Anonymous
05/07/26(Thu)05:29:12 No.108771545

Anonymous 05/07/26(Thu)05:29:12 No.108771545

>>108771145
As long as people are willing to write them checks why would he sell.

Anonymous
05/07/26(Thu)05:32:00 No.108771558

Anonymous 05/07/26(Thu)05:32:00 No.108771558

>>108770735
Elon has disliked Sam for a long time. It's just that his one weird trick of creating super AI by removing confusing woke steering and throwing lots of money at compute didn't work out so good.

Anonymous
05/07/26(Thu)05:35:01 No.108771575

Anonymous 05/07/26(Thu)05:35:01 No.108771575

I gust burned through my monthly budget of tokens. I need at least 3 times more to finish my job. Should I try to make sense of 1000+ lines of ai written code or just pay like 50 bucks more?

Anonymous
05/07/26(Thu)11:14:58 No.108773025

Anonymous 05/07/26(Thu)11:14:58 No.108773025

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>>108770680
I've seen local Qwen 3.6 do some pretty good one-shots.
>chinkware
Like Claude? Pic related.

Anonymous
05/07/26(Thu)11:24:37 No.108773075

Anonymous 05/07/26(Thu)11:24:37 No.108773075

>>108773025
Oof