Jeremie Eliahou Ontiveros / SemiAnalysis : Meta could use its compute for its own models, ad scaling, SpaceX-like neocloud deals, and hosting 3rd-party models; it may be close to an Anthropic deal — Zuck Takes Plan B? SpaceX 2.0, Bedrock 2.0, MSL Isn't Giving Up, Scaling RecSys by 10x... ClusterMAX ranking coming soon?
Meta getting into the cloud business has been inevitable for a long time, as it seeks to diversify beyond ad revenue and monetize its AI buildout (M.G. Siegler/Spyglass)
https://ift.tt/fXRVMKk
M.G. Siegler / Spyglass : Meta getting into the cloud business has been inevitable for a long time, as it seeks to diversify beyond ad revenue and monetize its AI buildout — Their need to diversify the business meets the AI build out concerns... Meta has a problem. Well, two of them, actually.