reply And there's a third company that can print these economics: Microsoft. Full access to OpenAI models, none of the training costs, and no more 20% revenue share. In the last 8 months, Microsoft has added 10GW of new planned capacity! and a SpaceX deal with 90-day cancellation is remarkably easy to sign. (3/5)

reply And there's a third company that can print these economics: Microsoft. Full access to OpenAI models, none of the training costs, and no more 20% revenue share. In the last 8 months, Microsoft has added 10GW of new planned capacity! and a SpaceX deal with 90-day cancellation is remarkably easy to sign. (3/5)

Source:https://x.com/SemiAnalysis_/status/2087667985083179110