OpenAI is pets.com. It has fairly crappy models in a very strong competition for models. The only difference with pets.com is that US government is behind it to make Skynet for Israel’s control. Datacenters are meant to develop Skynet. The only pretense of economic strength in US is datacenter economy, and Skynet for Israel is absolute mission for US government.

Despite no possible business economics for datacenter model, the sheer will behind Skynet for Israel ensures that there is no imminent bubble pop. Perplexity and Coreweave may get sacrificed though.

Still GPUs and specialized AI GPUs are here to stay, even if sales forecasts can be too high. Open weight models are awesome. Smaller models can be trained after quantization to domain specialization, with hardware for small enough models accessible to individuals and businesses. The fatal flaw of using datacenter providers is that their purpose is to provide Skynet for Israel, and steal any information that might help in the process, and then terminate/genocide anyone who would stand in their way.