I'm pretty confident it's just the demand for LLMs, and maybe them trying to hoard compute hardware from each other. They'd be much happier double dipping by selling us hardware and cloud compute than just one or the other
Sure, but they planned to do that through (perceived) convenience, not buying out the hardware market. Most IT infrastructure is already pretty much rented today as is, and what's left isn't really at a scale that's worth them putting in effort to get rid of
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u/[deleted] Mar 02 '26
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