Yup, all in support of others’ models and the commoditization model of AI deployment. The benefit of this approach is that if AI is a bubble, they have a glut o

Yup, all in support of others’ models and the commoditization model of AI deployment. The benefit of this approach is that if AI is a bubble, they have a glut of hardware they can rent at discounts to other customers and startups who can reach for moonshots. It’s a smart approach. Get the CAPEX done while there’s appetite and political will for it.