People want to run AI on their own local hardware

“Agnostic of these two companies, we were planning for something in 2028 so that still remains the case”

“If there is an open source model that gets the job done 90% of the time, I'd probably use that if it's 10 to 20 times cheaper than the frontier model. The future is still awesome for…”

“If for six months you don't see a model capability advance from one of these two companies, then it's a problem for them”

“Now, Elon Musk and other leaders say they expect physical bottlenecks, including a shortage of electricity needed to power data centers, to slow down competitors.”

“Our AI infrastructure and solutions are the major drivers for Cloud growth and our customers see us as the leading provider here, so there’s huge demand.”

“He commented that there are more than 200 neocloud providers and they will face "guppy-level death" during the next few years.”