[acchow]

> but a compute edge is hard to match.

xAI bought hardware off the open market. Their compute edge could dissappear in a month if Google or Amazon wanted to raise their compute by a whole xAI

[Tycho]

Not if there’s a hardware shortage.

[acchow]

Ok, 2 months.

Remember, the new B200 have 2.2x the performance of xAI’s current H100 “hardware edge”. So it only takes an order half the size.

Or you could order the old H100 instead and avoid the B200 shortage.