Meta in talks to lease Anthropic $10 billion of compute
The deal could launch Meta's first dedicated cloud computing business.
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JT Jerry Tworek@MillionInt
Compute moves to those with the highest margin products. Markets are efficient and rational. It’s not a very good question to ask an AI company "where will you source compute from?". Financialization of compute markets will take some time but will happen. It’s a great…
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AC Andrew Curran@AndrewCurran_
After Elon signed his compute-as-a-service deal with Anthropic, the question was who would Mark Zuckerberg back? We may have our answer. The NYT says Anthropic proposed the two year deal in June, META is considering it, and they are currently in discussions.
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YS Yo Shavit@yonashav
it is striking to me that even without government mandated frontier ai industry compute consolidation, the market is just... doing it on its own https://twitter.com/nytimes/status/2078155475644801198
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AC Aidan Clark@_aidan_clark_
The labs are splitting into those that do anything to buy compute and those that do anything to sell compute. I'm surprised there seem to be just two of the former .... it's unsurprising those two are in the lead. https://twitter.com/MikeIsaac/status/2078152220319863235
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11 Sources, first seen ago