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#AICapExPushContinues AI's biggest bet may no longer be the models. It's the money required to run them 👀
OpenAI reportedly expects ~$856B in compute and infrastructure spending through 2030, alongside ~$278B in cumulative negative FCF.
Meanwhile, Nscale's Anthropic GPU deal could reach $44.6B.
What caught my attention is the scale. AI demand can keep booming, but eventually the infrastructure has to earn more than it costs.
The next AI race is about returns on capital.
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