Nuclear energy is really cheap too... as long as you ignore CapEx, would you like to invest?

Marginal cost of nuclear is huge. Marginal cost of inference is much smaller. Capex in nuclear isn’t a fixed cost, it is the marginal cost.

[delayed]

The labs don’t have to stop r and d to become profitable. They just need more customers. This strategy doesn’t work in nuclear. Building a nuclear plant doesn’t mean you can scale it up to serve the whole world. Building an ai model does.

how do you have access to their financials? are you an insider?

Edit: to the commenter below . It was widely reported that these companies were unprofitable 1 from last year. I am asking question to this specefic comment because they made a very specific claim about part of plan thats profitable . something only an insider would know.

1. https://www.wsj.com/tech/ai/openai-anthropic-profitability-e...

I'm curious why you didn't pose this question to the grandparent commenter, who first asserted the opposite?

The amount of capital they need to raise, despite the claimed revenue, indicates that they spend more than they gain, which is by definition unprofitable.