xAI/SpaceX 正逐渐成为一家 AI 基础设施供应商,可能成为前沿 AI 计算最重要的“新超大规模商”之一。 Grok 不错,但它的用户群仍然相对较小。从这个意义上说,将 Colossus 重新用于出租算力是一个明智之举;该领域的利润率高达 30% 以上。
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.