… That revenue that OpenAI and Anthropic are chasing requires token chewing and token spitting. And the top brass at Anthropic are wracking their brains trying to figure out how to get the money to get the infrastructure to meet future token demand. …
… All of the big clouds and hyperscalers plus three of the four big GenAI model makers – OpenAI, Anthropic, and Meta Platforms – are all trying very hard to create their own custom AI XPUs so they can lower the cost per token for GenAI workloads running inference. xAI, the fourth indie model builder,… …
… We can’t assume that this commitment from OpenAI to buy capacity on the Azure cloud to train its models and serve up tokens stretches all the way put to 2032, when the exclusive licensing of the source code to the GPT class of models created by OpenAI runs out. …