That assumes they are renting out the whole capacity. Have you seen anything suggesting that's the case?
Anthropic is renting the whole capacity (of one of the colossus), it was a big part of the announcement.
https://finance.yahoo.com/news/anthropic-to-rent-all-ai-capa...
I don't know about Cursor.
alt Hacker News
Anthropic is renting the whole capacity (of one of the colossus), it was a big part of the announcement.
https://finance.yahoo.com/news/anthropic-to-rent-all-ai-capa...
I don't know about Cursor.