I’m so confused by conflicting headlines and studies. One set says gpus sit idle most of the time, then there are apparent capacity problems with Anthropic. So what’s the deal?
What are those two groups selling? Blowhards like Ed Z. are selling their opinions so they need people to believe them. Anthropic et Al are selling inference for today dollars, and need compute to run that on. Your guess as to who's actually right, and who's selling smoke and mirrors though.