Given that Grok is selling all of the compute capacity from its flagship data centre out to a direct competitor sorta speaks for itself.
Does it mean they are out of the race? I have no idea, but things don't look great.
Given that Grok is selling all of the compute capacity from its flagship data centre out to a direct competitor sorta speaks for itself.
Does it mean they are out of the race? I have no idea, but things don't look great.
They're only selling compute from Colossus 1.
There's a HN article and discussion about Anthropic expanding to use Colossus 2. https://news.ycombinator.com/item?id=48214017 I think it's fairly clear that grok isn't using as much compute as expected.