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.
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.