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.
so speculation from a semiconductor website. that's incredibly likely to be wrong
We will see once Anthropic releases their S-1 too this summer.
Plenty of analysis on this point, the inputs are not secret. Check out Semianalysis for example.
They have something like 70% margin on inference.
so speculation from a semiconductor website. that's incredibly likely to be wrong
We will see once Anthropic releases their S-1 too this summer.