Recent reports suggest Meta may rent out excess AI compute. The easy read is that Meta overbuilt and the AI capex cycle is already moving from shortage to surplus. That may be too simple.
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OpenAI's CFO says the company is passing on opportunities because it does not have enough compute
"We're making some very tough trades at the moment and things we're not pursuing because we don't have enough compute," ...
Global investment in AI compute infrastructure has crossed half a trillion dollars. Data centres consuming the electricity output of small nations are being constructed to train the next generation of ...
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