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If governments regulate AI and make it slow down, does that let one get out of data center contracts?

• dgellow 6d ago
  If OpenAI voids its spending commitment, the bubble has to pop. I know the market is irrational, but that would be the clearest top signal ever
• ares623 6d ago
  Yes, except this way they can say it's not their fault nuh-uh mom said I don't have to pay you.
  • edoceo 5d ago
    Right, that's what I'm thinking. These folk (ai operators) know they are overvalued, see the open model threats and the performance improvement on lower-end hardware. So, no need for all these data centers. The "force majure" or whatever that lets them exit those commitments. So all that accrual based revenue is gone. Is ads in the AI gonna drive that revenue valuation? Are buyers going to lock in contracts when a new model in 120 days is ever better and cheaper?