points by thisisauserid 3 days ago | 0 comments
Don't forget that they have to rent chips, Google doesn't.
[–] nl 3 days ago
[–] thisisauserid 3 days ago
So paying retail (or best case, wholesale) is better for basically the same product?
[–] nl 3 days ago
It can be, yes.
It's certainly not a clear downside.
Google still has to build and run the chips they rent to Anthropic. I think from their last earnings Google makes ~30% on it, excluding R&D costs. It's a nice business for them, but hardly the thing that is going to make or break Anthropic as a business.