[anoncareer0212]

This is all about OpenAI, not about AI being subsidized...with some sort of directive to copy/paste "OpenAI" for all the big AI providers? (presumably you meant s/OpenAI/$PROVIDER?)

If that's what you meant: Google. Boom.

Also, perhaps you're a bit new to industry, but that's how these things go. They burn a lot of capital building it out b/c they can always fire everyone and just serve at cost -- i.e. subsidizing business development is different from subsiziding inference, unless you're just sort of confused and angry at the whole situation and it all collapses into everyone's losing money and no one will admit it.

[hvb2]

You're replying to a story about a hyperscaler worrying investors about how much they're leveraging themselves for a small number of companies.

From the article: > OpenAI faces questions about how it plans to meet its commitments to spend $1.4tn on AI infrastructure over the next eight years.

Someone needs to pay for that 1.4 trillion, that's 2/3 of what Microsoft makes this year. If you think they'll make that from revenue, that's fine. I don't. And that's just the infra.