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Has the hunt for AI compute uncovered the next Cerebras?
TechCrunch AI5d agoHardwareTechCrunch reports that General Compute has raised a $15 million seed round at a $60 million post-money valuation to build an AI inference neocloud. The company is ordering $300 million of SambaNova SN50 chips, betting they can outperform GPUs and rival specialized chips for inference. The story frames inference speed, deployment flexibility, and lower power needs as key battlegrounds in AI infrastructure.
[AINews] Anthropic-SpaceXai's 300MW/$5B/yr deal for Colossus I, ARR growth is 8000% annualized★ 90
Latent Space26d agoBusiness根據 Latent Space 報導，Anthropic 與 xAI 達成一項歷史性的算力租賃協議。Anthropic 將以每年 50 億美元的價格，租用 xAI 旗下 Colossus I 超級電腦叢集高達 300MW 的電力容量。這項交易不僅代表著 AI 算力市場的版圖重組，也讓相關實體的年化經常性收入（ARR）呈現驚人的 8000% 爆發式成長，顯示出前沿模型對算力的極度飢渴。