huge congrats to #TheCompute100 member @modal on their Series C!
agents + inference + compute 🚀🚀
Modal@modal
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The Compute 100
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The Compute 100 retweetledi
OpenAI kicked off the AI compute buildout in 2023. But today it uses ~10% of the world's compute, and the top labs together are probably under half.
In this week's newsletter, @justjoshinyou13 discusses how much that share may change, and when it could hit a ceiling.
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compute scoop: Anthropic renting MAIA servers, just one day after SEC filing revealed they're paying SpaceX $1.25B a month for capacity
The Information@theinformation
Exclusive: Anthropic’s push for more computing power could make it one of the first major outside customers for Microsoft’s in-house AI chips. Read more: thein.fo/4uq6oT6
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check out our Compute Index.
37 publicly traded companies across the compute value chain, growing since the ChatGPT moment. the chart speaks for itself.
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meet The Compute 100.
this new resource highlights the 100 most consequential companies building across the compute value chain and defining the future of infrastructure.
thecompute100.com
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