On: Microsoft is plotting a future without OpenAI

[drumhead]

Is anyone other than Nvdia making money from this particular gold rush?

[xnx → drumhead]

Data center construction and power companies.

[vdfs → xnx]

An example: backup power generators lead times is 18 to 24 months

[xnx → vdfs]

I believe Grok is powered by backup generators.

[_giorgio_ → xnx]

Tesla makes backup generators.

[xnx → _giorgio_]

Do they? Powerwall stores power, but doesn't generate it.

[scarface_74 → drumhead]

Consulting companies

[_giorgio_ → drumhead]

You need to offer AI just to stay in the business, whatever is your business.

Just look at how much money Google lost in that failed AI demo from 2003.

The stock would be worth 50% less if the invested nothing in AI. Even the founders are back because of it.