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That assumes they are renting out the whole capacity. Have you seen anything suggesting that's the case?


Anthropic is renting the whole capacity (of one of the colossus), it was a big part of the announcement.

https://finance.yahoo.com/news/anthropic-to-rent-all-ai-capa...

I don't know about Cursor.


Yeah one of them but the costs in the calculation are for two of them.




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