Comment by whizzter
4 hours ago
It'll calm down once the Antrophic and/or OpenAI IPO's are done, no need to protect themselves from people running local models by buying everything once the bosses have gotten their money.
4 hours ago
It'll calm down once the Antrophic and/or OpenAI IPO's are done, no need to protect themselves from people running local models by buying everything once the bosses have gotten their money.
OpenAI and Anthropic are certainly strong drivers, but there's a large demand from many other players: cloud provider, accelerator vendors, and so on. I think there's no end in sight.