The big winners of AI will be hyperscalers. They got the compute, storage, customers, scale, ecosystems, 100s of billion to deploy.

OpenAI may implode and absorbed by MSFT. Anthropic may implode and be absorbed by Amazon.

Nvidia may not have the same demand of chips once the datacenters have been built out, but the hyperscalers are reaaaaaaally huge.

May as well say US economy depends on being the planet’s datacenter.