this post was submitted on 27 Jan 2026
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It doesn't sound to me like any GPUs will be bough for this? The comments about having fewer resources and being at a financial disadvantage implies to me like they know there's no winning by trying to be the next OpenAI - none of the mentioned allied companies appear to be doing anything like that either.
Not sure what the grand strategic vision entails, but if the GPUs are not bought but only rented that can be even more expensive.
Heh true, but only if they're rented for long enough to make the total rental costs outweigh the cost of buying them new. Given that that bubble's going to pop some day, renting still seems like the less risky strategy 😅