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A comment on I'm Not Convinced the AI Bubble Exists. Parent comment
https://openai.com/index/building-ai-infrastructure-with-the...
Yeah, Open AI and Anthropic may be buying the bulk of their compute from other providers but they are now moving into building their own infrastructure directly. There is a scale beyond which it makes more sense to build vs. rent
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https://openai.com/index/building-ai-infrastructure-with-the...
Yeah, Open AI and Anthropic may be buying the bulk of their compute from other providers but they are now moving into building their own infrastructure directly. There is a scale beyond which it makes more sense to build vs. rent