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by lucamark 12 days ago
Most people think the current valuation is for the models themselves. Actually, they're building the infrastructure for the next 50 years.
2 comments

> Actually, they're building the infrastructure for the next 50 years.

What infrastructure? The hardware would be outdated in 3 - 5 years, after all. What other infrastructure is needed for AI?

The dark fiber of our time?