Nutty
@NuttyCLD
Analog IC Designer | Structural Approach in the AI Wave | Semiconductors & Power & Optics |
1.6K Following 20.3K Followers
Colossus now counts three tenants, Anthropic, Google, and Reflection, and the list looks likely to keep growing. What SpaceX is ultimately after, renting out a datacenter it built to train Grok, I can't say, but what's clear is that whoever the tenant turns out to be, optics will spread through the datacenter and that demand holds. @PhotonCap's open piece.
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