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 (Jeremie Eliahou Ontiveros/SemiAnalysis)

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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?



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