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by utopiah 33 days ago
OK hundreds of billions with more than ~200B disclosed for OpenAI, more than ~50B for Anthropic and I have no idea how much in terms of infrastructure from Azure, other neoclouds, NVIDIA, etc. It's honestly hard to keep track of "kind of IoUs-ish" from each other but my points is order of magnitude more than few billions than has be recouped so far with tokens and large contracts.