Martin Alderson personal blog
xAI is looking more like a datacentre REIT than a frontier lab
xAI is renting huge amounts of GPU capacity to Anthropic and Google. Financial engineering ahead of the SpaceX IPO, a real compute shortage, or a genuine datacentre advantage? Probably all three.
- Points
- 692
- HN comments
- 552
- Submissions
- 1
- Cited by
- 0 commenters
Tech Industry & BusinessAI & Machine Learning2026
On Hacker News
| Submitted | Title on HN | Points | Comments |
|---|---|---|---|
| Jun 8, 2026 | xAI is looking more like a datacentre REIT than a frontier lab by martinald | 692 | 552 |
