You are viewing a single comment's thread. View all
0
the-new-style on scored.co
1 month ago0 points(+0/-0)
The shelf life of inference data centres is about 5 years. The only lasting part of the infrastructure is the development of electricity and HVAC for them.
So I disagree with the premise. The OpenAI side of the market is the one under the most financial strain, especially in the obligations they have entered into over the coming years.
The Amazon based platforms for Anthropic along with Google and Facebook have a firmer footing IMHO.
I've put my money where my mouth is - I'm Amazon and some electricity suppliers.
So I disagree with the premise. The OpenAI side of the market is the one under the most financial strain, especially in the obligations they have entered into over the coming years.
The Amazon based platforms for Anthropic along with Google and Facebook have a firmer footing IMHO.
I've put my money where my mouth is - I'm Amazon and some electricity suppliers.