Compute wins the AI race: Meta caught up and xAI scaled fast by building compute
haider1 · x · 2026-10-19
The author argues the AI race will be won by whoever brings the most compute online fastest. Meta, after falling behind, caught up largely by building a huge amount of compute, while newcomer xAI compensated by standing up the Colossus 1 and 2 supercomputers rapidly. The core variable, in his view, is simply compute supply speed.
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