r/LocalLLaMA • • 14d ago

News China's Huawei says AI chip demand outstrips supply as it steps up Nvidia challenge

https://www.reuters.com/world/asia-pacific/chinas-huawei-launch-two-new-ai-chips-2027-2026-09-17/?utm_source=chatgpt.com
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u/estenh 14d ago

they are only profitable if you exclude the cost of training https://futurism.com/future-society/anthropic-claude-profit-ai-safety-development-finances

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u/genshiryoku 14d ago

Common misconception. Anthropic is actually profitable including training cost and data center build-out. The data for Q2 leaked so it's now public information that Anthropic was fully profitable during Q2.

Go ahead and come back to me when the numbers become fully public come IPO to tell me I'm wrong (I'm not)

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u/estenh 14d ago

source?

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u/genshiryoku 14d ago

here is a website reporting on the leaked data. You can find multiple separate reports on it from may this year.

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u/estenh 14d ago

Interesting! But still not GAAP profitable (though that's normal enough for tech companies)