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tonfatoday at 4:35 AM1 replyview on HN

> Also, they are only renting out colosus 1 ($10B), not colosus II ($18B).

The news from the S1 is that they're renting both (see OP).


Replies

burnerRhodov3today at 4:51 AM

yes, it says they will be paying for "additional capacity" at a reduced rate as it becomes availble in May and June.

Essentially, they are using most of C2 for Grok5. That training run is coming to an End, and they will be leasing more capacity. So taht 1.25b per month will go up to around $1.5B-$2B per month as they finish grok 5.

Edit: from cofounder of Anthropic: "will be scaling up on GB200 capacity in Colossus 2 throughout June." https://x.com/nottombrown/status/2057194829986300375

So the 1.25B is for c1, and the revenue will scale into c2. No idea how much scale, but c2 is almost double the compute? So potentially $3b a month, but probably closer to $2.5B since they get a discount.