The whole AI world really is completely circular spending where every one loses money along the way. The only one really making any money is Nvidia.
The whole AI world really is completely circular spending where every one loses money along the way. The only one really making any money is Nvidia.
The most honest memory cartel is reporting stupid profit numbers too!
>Samsung chip profit jumps almost 50-fold; supply shortage to worsen in 2027
https://www.reuters.com/sustainability/sustainable-finance-r...
>South Korean April exports rise 48.0% y/y as chip boom extends
https://www.reuters.com/world/asia-pacific/south-korea-april...
To the point where the big memory makers are suddenly trillion AI-dollar companies.
How is SpaceX not making money?
Total investment is 20-40B, rent to Anthropic for 45B over 3 years.
Anthropic is also profitable now.
Anthropic is not profitable and does not expect to be revenue even until 2028. They are just losing less billions per year than everyone else.
As always, free cash flow and unit economics are more interesting than net profit.
By which metrics Anthropic is making a lot of money.
how exactly can you assume they have unit profitability
Plenty of analysis on this point, the inputs are not secret. Check out Semianalysis for example.
They have something like 70% margin on inference.
Except that they're loaning a bunch of money to their "customers" to "buy" their products. It's still really circular.
This thing is going to explode. From this I have to imagine OpenAIs numbers are also going to be much worse than people imagine / what has been shared.