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samuelknight • today at 3:18 PM • 1 reply • view on HN

It is not artificial constraint. The build out is titanic; the supply of AI compute is doubling every 6.8 months. To feed that much growth hyperscalers have to price everyone else out of the market.


Replies

Grombobulous • today at 5:01 PM

To put the AI buildout in perspective, it exceeds the GDP percentage that was put into the railroads or interstate highway system.