AI 导读
xAI/SpaceX 正日益成为 AI 基础设施领域的玩家，有望成为前沿 AI 算力领域最重要的“新型超大规模厂商”之一。 Grok 不错，但其用户群相对较小。从这个意义上说，将 Colossus 改用于出租算力是明智之举；该领域的利润率稳定在 30% 以上。
正文
xAI/SpaceX is increasingly becoming an AI infrastructure player, potentially one of the most important „neo-hyperscalers” for frontier AI compute.
Grok is good, but its user base remains comparatively small. In that sense, repurposing Colossus to rent out compute capacity is a smart move; margins in this sector are a solid 30% plus.
来源：@kimmonismus · x.com