They have big plans to build more data centers for themselves, so they definitely want more compute than the have access to right now. But even if they’re paying more to rent xai compute, they’re still paying less overall for hardware/access than their direct AI competition.
I guess google’s announcement of renting xai compute could have been simply for show to boost SpaceX ipo.
They have big plans to build more data centers for themselves, so they definitely want more compute than the have access to right now. But even if they’re paying more to rent xai compute, they’re still paying less overall for hardware/access than their direct AI competition.