Dylan Patel: “OpenAI and Anthropic combined will have +100 GW by 2030.” And the market thinks 10 GW $META can bring to the market is a problem for neoclouds. It never occurred to you $MSFT, $AMZN and $GOOG could bring +10 GW online at will? But yeah $META is the killer. https://t.co/eJZYq5ONDd
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