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> After all, Open AI and Microsoft are still trying to create a 100B data center.

Yes - it'll be interesting to see if there are any signs of these plans being adjusted. Apparently Microsoft's first step is to build optical links between existing data centers to create a larger distributed cluster, which must be less of a financial commitment.

Meta seem to have an advantage here in that they have massive inference needs to run their own business, so they are perhaps making less of a bet by building out data centers.



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