Is this the inevitable outcome of frontier labs who own their hardware? the GPUs and datacenters are the major cost. The inference and training a higher tier va

Is this the inevitable outcome of frontier labs who own their hardware? the GPUs and datacenters are the major cost. The inference and training a higher tier value proposition, if the company gets nervous that the investment in hardware won't pay off - renting it becomes a major topic of conversation. A frontier model team having to fight their board on whether to monetize the datacenters directly or continue to invest in AI work is going to have a hard time.