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OpenAI aren't the only ones who were increasing their datacenter capex.
by TeMPOraL 7mo ago
OpenAI aren't the only ones who were increasing their datacenter capex.
- galleywest200 7mo agoNo, but they are the ones who placed an order for 40% of the world's supply.
- TeMPOraL 7mo agoSure, but they have competitors who'll be more than happy to pick up whatever OpenAI ultimately doesn't buy. Point being, from POV of suppliers, there's no reason to re-retool for consumer production.