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by louiereederson
129 days ago
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That is fair but doesn't do much to push back against the risk to the independent model vendors, particularly in consumer. This has represented a huge portion of the AI capex so far. OAI alone represented 2GW of compute in 2025. The point is they are in a fragile position, and so are the economics of AI DC spending in aggregate. With respect to Google, I'd also wonder about the economics of AI search vs traditional. |
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