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TeMPOraL
76 days ago
OpenAI aren't the only ones who were increasing their datacenter capex.
1 comments
galleywest200
76 days ago
No, but they are the ones who placed an order for 40% of the world's supply.
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TeMPOraL
76 days ago
Sure, but they have competitors who'll be more than happy to pick up whatever OpenAI ultimately doesn't buy. Point being, from POV of suppliers, there's no reason to re-retool for consumer production.
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