AI labs face rising costs and strategic shifts as they compete for limited compute resources. The post Dylan Patel: Tech companies prioritize long-term capex for future infrastructure, Anthropic’s scaling challenges contrast with OpenAI’s aggressive strategy,…
Dylan Patel: Tech companies prioritize long-term capex for future infrastructure, Anthropic’s scaling challenges contrast with OpenAI’s aggressive strategy, and GPU depreciation cycles may exceed five years | Dwarkesh
