What would be interesting to know how much did it cost xAI to build it ? Ai says between $18-$40 billion to just build, without running cost, but no idea how close to reality this is.
replyThe AI row of the capex table in the S-1 should be a pretty close approximation.
replyNobody pays MSRP at that scale
replyGiven global demand and that they were late to the order party, they probably paid more lol
replyCloser to 18b than 40. Running costs are 1-2b a year.
replyMore like $25 billion since 2025, with $7 billion of spending in the past 3 months. Look at page 22 of the filing.
replyAnthropic is getting capacity from Colossus 1 not Colossus 2 it sounded like. The initial colossus capex was under $5B, making that an even more astounding payoff.
replyEdit: S1 states both are being leased so the 20-25B initial investment probably more relevant
The S-1 states that it gets capacity from both Colossus 1 and Colossus 2.
reply... and a sign Anthropic couldn't find enough compute anywhere else, so they had to bite the bullet. Interesting.
replyhow much did SpaceX / xAI pay for these GPUs? After 3 years they'll probably be mostly deprecated.
replyAre GPUs from 3 years ago being deprecated today?
replyAnd how many of them were diverted from Tesla?
replyPretty sure that Tesla didn't use Colossus. Tesla used Cortex 1 and Cortex 2 which are at the Gigafactory in Austin.
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