Did you read the article? It’s not some future predicting theory. Open AI and Anthropic losing these workloads is what’s happening today.
Did you? There was a single data point noted in the article. AT&T is a large company. What fraction of total US commercial inference spend does it represent?
Did you? There was a single data point noted in the article. AT&T is a large company. What fraction of total US commercial inference spend does it represent?