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AI compute accelerated, emissions decelerated. ⏩🌍⚡ #AWS new data center components reduce emissions by up to 90% while offering 12% more compute power. Speed up #generativeAI innovation with the ultimate performance & sustainability combo. 👉

Amazon Web Services

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22,390 Aufrufe • vor 1 Jahr •via X (Twitter)

Wissenschaft & Technologie #AWS #generativeAI

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Profilbild von Purple Pepe

Purple Pepevor 1 Jahr

$Purpe AWS: where compute meets tranquility, and Ribbit saves the planet one efficiency upgrade at a time

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Joe Stevensvor 1 Jahr

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🚨 SpaceX is partnering with Anthropic to boost Claude’s compute power Anthropic will reportedly use SpaceX’s 300MW Colossus-1 data center, helping Claude raise API limits, reduce throttling, and improve performance. The interesting part? Elon Musk is helping a major OpenAI competitor while xAI shifts training to Colossus-2. This looks less like a compute shortage, and more like SpaceX turning AI infrastructure into a business. ------------ CyberBulls E190 The Bulls: Jeff Lutz Jeff Lutz 🔋 Cern Basher Cern Basher Phil Beisel phil beisel $TSLA

🚨 SpaceX is partnering with Anthropic to boost Claude’s compute power Anthropic will reportedly use SpaceX’s 300MW Colossus-1 data center, helping Claude raise API limits, reduce throttling, and improve performance. The interesting part? Elon Musk is helping a major OpenAI competitor while xAI shifts training to Colossus-2. This looks less like a compute shortage, and more like SpaceX turning AI infrastructure into a business. ------------ CyberBulls E190 The Bulls: Jeff Lutz Jeff Lutz 🔋 Cern Basher Cern Basher Phil Beisel phil beisel $TSLA

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SITUATION EXPLAINED: Dwarkesh argues compute could get 10X more expensive. • Anthropic's revenue has been 10X-ing year over year while lab compute only 3X's • Three ways that gap can close: margins rise, compute gets more expensive, or labs shift compute to inference • All three are already happening, Anthropic went from 40% margins in 2025 to possibly 80%+ this year • But labs don't want the third one, heavy inference spend signals AI progress has stalled and you're now a cloud provider • Spot compute prices are up 40%+ since February, and labs pay well above spot for security and scale • Google is reportedly paying SpaceXAI $900 million a month for 110K GPUs, roughly 2X spot • Key claim: if a human-level software engineer ran on an H100, that H100 should rent for $250K a year, 15X today's price • The 3X annual compute growth is 1.4X Moore's Law, 1.2X new fabs, and 1.8X from AI taking wafer allocation from other devices • The fab piece is bottlenecked by EUV tool supply through 2030, and the wafer piece hits a wall by end of 2027 • If compute stays scarce, new labs need far more capital just to reach the same starting line • Compute gets cheap again only once robots can turn sand and copper into computers, which is gated on robotics, not RSI sof 𓋹: "This is what I'm most concerned about, a lack of innovation, not within companies, but a lack of new companies that can actually do something substantially new, because of the scarcity of compute." Theo Jaffee: "The biggest companies in the world by revenue are Amazon and Walmart, at 743 billion and 725 billion. If Anthropic makes 100 billion by the end of this year, that puts them at Target. To go from Target to bigger than Walmart in a year would be very impressive."

SITUATION EXPLAINED: Dwarkesh argues compute could get 10X more expensive. • Anthropic's revenue has been 10X-ing year over year while lab compute only 3X's • Three ways that gap can close: margins rise, compute gets more expensive, or labs shift compute to inference • All three are already happening, Anthropic went from 40% margins in 2025 to possibly 80%+ this year • But labs don't want the third one, heavy inference spend signals AI progress has stalled and you're now a cloud provider • Spot compute prices are up 40%+ since February, and labs pay well above spot for security and scale • Google is reportedly paying SpaceXAI $900 million a month for 110K GPUs, roughly 2X spot • Key claim: if a human-level software engineer ran on an H100, that H100 should rent for $250K a year, 15X today's price • The 3X annual compute growth is 1.4X Moore's Law, 1.2X new fabs, and 1.8X from AI taking wafer allocation from other devices • The fab piece is bottlenecked by EUV tool supply through 2030, and the wafer piece hits a wall by end of 2027 • If compute stays scarce, new labs need far more capital just to reach the same starting line • Compute gets cheap again only once robots can turn sand and copper into computers, which is gated on robotics, not RSI sof 𓋹: "This is what I'm most concerned about, a lack of innovation, not within companies, but a lack of new companies that can actually do something substantially new, because of the scarcity of compute." Theo Jaffee: "The biggest companies in the world by revenue are Amazon and Walmart, at 743 billion and 725 billion. If Anthropic makes 100 billion by the end of this year, that puts them at Target. To go from Target to bigger than Walmart in a year would be very impressive."

MTS

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$SPCX Starmind AI satellites could route data through Starlink’s laser mesh avoiding complex onboard antennas and most direct spectrum requirements. That lets Starmind piggyback on more than 10,000 Starlink satellites with V3 models potentially carrying 2–3 Tbps each. This creates a distribution moat no standalone orbital-compute player can match but it also shifts the bottleneck to the ground by funneling enormous traffic through SpaceX’s gateways. Which is why SpaceX is expanding into E-, V- and W-band backhaul with D-band proposed for AI while new FCC rules replacing 1990s power limits could unlock up to 7x more capacity from the same satellite network.

$SPCX Starmind AI satellites could route data through Starlink’s laser mesh avoiding complex onboard antennas and most direct spectrum requirements. That lets Starmind piggyback on more than 10,000 Starlink satellites with V3 models potentially carrying 2–3 Tbps each. This creates a distribution moat no standalone orbital-compute player can match but it also shifts the bottleneck to the ground by funneling enormous traffic through SpaceX’s gateways. Which is why SpaceX is expanding into E-, V- and W-band backhaul with D-band proposed for AI while new FCC rules replacing 1990s power limits could unlock up to 7x more capacity from the same satellite network.

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69,920 Aufrufe • vor 1 Monat