Meta is looking at selling excess AI compute, and SpaceX/xAI has reportedly sold access to its Colossus cluster to Anthropic and Google. Some of the biggest AI players are not able to use their own compute. I know that Meta has been a bit of a joke, but they have a lot of compute to sell now. I think we are now seeing the result of overbuilding. Is this where the AI picks and shovels story falls? -Importance-21
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