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by vanuatu 28 days ago
gross margin doesnt include opex, capex, overhead etc
1 comments
dminik 28 days ago
On second thought, is this the reason anthropic is making these gigantic deals (1.2T to xAI, 200B to Google, >100B to AWS, 30B to Azure)? Is it just so that they can claim this is an amortized cost rather than a monthly reccuring operating cost?
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