[rvz]

SpaceXAI is totally fine since they own the Colossus data centers which turned out to be under-utilized.

[manonginusa]

is the under utilization a tech issue? that they have not figured out? everyone else is lack of compute

[rvz]

It is a good problem to have. They bought too many GPUs and Grok runs on 10% of their total GPU allocation.

Meaning they have plenty of capacity to provide compute to other companies like Anthropic which there is a high demand for compute.