XAI Renting GPUs to Cursor – Further GPU Rents Enables Breakeven

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It is being reported that xAI will rent tens of thousands of GPUS to AI coding company Cursor. It is about $2.5-18 per hour for GPU rentals.

For 10,000 GPUs it would be $15-40 million of rent. For 50,000 GPUs it would be $75 million to $200 million per month.
If XAI was renting half of their installed GPUs to more customers then it about be about 200,000 to 300,000 GPUs. If we consider 200,000 GPUs then it would be about $280 million to $800 million per month. $800 million per month would be $10 billion per year and this would mostly offset the remaining current losses at XAI.

 

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2 thoughts on “XAI Renting GPUs to Cursor – Further GPU Rents Enables Breakeven”

  1. Everyone should have some level of at-home inferencing capability.

    Add offline data sets, too.

    We need to build our own systems, run our own models.

    Otherwise, we’ll be slaves to the owners of the data centers.

    It’s a heck of a lot cheaper, too, if you’re cranking tokens by the bushel.

  2. Everyone should have some level of at-home inferencing capability.

    We need to build our own systems, run our own models.

    Otherwise, we’ll be slaves to the owners of of the data centers.

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