Frank Downing
@downingARK
Director of Research, AI & Cloud @ARKinvest
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To those worried about accelerated depreciation for GPUs, this is a great example of nearly 4 year old chips being rented out in a (likely) multi-year deal
And the buyer is (likely) getting a great return too given these GPUs will power in-demand models at 60-70% GM to Anthropic
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Grok 4.3 jumps above Anthropic's Sonnet 4.6 in intelligence and costs 1/10th to run. Nice update from @xai.
