Comment by catdog

> What we don't know are what Anthropic and OpenAI have planned and in the works.

Wouldn't they tell us before IPO? Unless it's not that promising...

> AI is also gaining a much wider audience and acceptance. It's likely over the next few years, AI demand will grow, not stagnate.

That does not mean the current players profit from this and the infrastructure investments were necessary at that scale. There is competition, there seem to be enormous efficiency gains and it's questionable that demand for even bigger models is large enough.