Sure, if "pretty smart" means overinvest in capital spending on an dirty datacenter powered by unpermitted gas generators that you don't even need anymore because of lack of demand for your product, so you lease it to a competitor (presumably at a huge loss). I am not sure that "major source of revenue" as a datacenter provider is the kind of growth opportunity that IPO investors are looking for.
> presumably at a huge loss
Why do you say that? I was under the impression that everyone in the datacenter business was printing money.
Definitely not going to be leasing it at a loss. GPU's are sold out, Anthropic will be paying a significant premium.