Comment by nickthegreek
1 hour ago
But that compute might not be available to then long term. Hard to make big moves with a contract like that.
1 hour ago
But that compute might not be available to then long term. Hard to make big moves with a contract like that.
I don't know if any of the big AI labs have confidence in planning for the long term.
For all they know they'll find a new optimization that lets them serve Opus class models for half the computing cost next month. Or someone will invent the next OpenClaw and demand will 10x over night.