New meta unlocked: mining capacity → AI hubs
@AnthropicAI locked in 3 massive deals last 3 months. 15-20 year terms each. This isn't a phase.
OpenAI and Google doing the same thing, just burning more cash.
The AI race isn't about who's smarter anymore. It's about who controls the infrastructure. Compute is the new oil.
Land grab phase started. If you're not positioning for this shift, you're already behind.
@AnthropicAI locked in 3 massive deals last 3 months. 15-20 year terms each. This isn't a phase.
OpenAI and Google doing the same thing, just burning more cash.
The AI race isn't about who's smarter anymore. It's about who controls the infrastructure. Compute is the new oil.
Land grab phase started. If you're not positioning for this shift, you're already behind.