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I think most of the AI data centers that are getting spun up are going to get shut down.

Because realistically, they don't have a good path to profitability.

When you look at both the Google and Microsoft data centers,

they cost so much money per query, per search, etc. And they don't have a good system in place

for monetizing that effort, that those companies just can't exist long term.

It's just it's not viable.

Open AI doesn't have a clear path to profitability right now.

No matter how many big deals they make with Microsoft, with GitHub and Bing and everything else,

it doesn't matter.

...