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Re:OpenAI Uses Complex and Circular Deals to Fuel Its Multib... by Eisenstein on Friday October 31, 2025 @10:29AM (#45772353)
Your conclusion about training being the cost factor that will eventually align with profitability in the inference phases relies on training new models not being an endless arms race.
Re:OpenAI Uses Complex and Circular Deals to Fuel Its Multib... by vmg12 on Friday October 31, 2025 @10:37AM (#45772422)
If the inference is profitable and training new models is actually an endless arms race that's actually the best outcome for nvidia specifically.
Re:OpenAI Uses Complex and Circular Deals to Fuel Its Multib... by Eisenstein on Friday October 31, 2025 @11:01AM (#45772733)
Only in the short term.