>The big AI companies already have all of the cheap hardware to run on. Have they? Aren't they doing a massive datacenter build-out right now? Moreover the mas

>The big AI companies already have all of the cheap hardware to run on. Have they? Aren't they doing a massive datacenter build-out right now? Moreover the massive profits for Micron and Nvidia must be coming from somewhere, and I doubt it's price-sensitive consumers.