[mrweasel]

There's probably a bit more to it. It really only takes one company to bet on optimizing infrastructure, to the degree that the author suggests to undermine the entire house of cards being built on Nvidia GPUs currently, yet not one AI company is willing to take that bet?

The author could also be correct. Investors tend to be herd animals, and if you're not buying into the same tech as everyone else, your proposal is higher risk. It might very well be easier to say to an investor that you're going to buy a million Nvidia GPUs and stuff them in a datacenter in Texas like everyone else.

I'm interested in the one company that does take the bet on infrastruture optimization. If that works, then a lot of people are going to lose a lot of money really quickly.