Freda Duan estimates XAI Colossus 1 has ~$6B annual rent. Colossus 2 is leasing roughly one-third of its total compute capacity to $Anthropic. I am extending the analysis to renting out one third to one half of the new construction. This does not

Hi, friends! Welcome to Installer No. 129, your guide to the best and Verge-iest stuff in the world. (If you're new here, welcome, come on you Gunners, and also you can read all the old editions at the Installer homepage.) This week, I've