The US AI Labs, Part 2: The Suppliers Are Financing Their Own Customers
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Ranked by a public rubric, not by votes: what a comment adds counts, not who wrote it. How comments are ranked · Comment rules
Summary
Part 2 of a codingplans.dev series argues that AI chip and cloud suppliers are financing their own customers, citing OpenAI's $122 billion round, where roughly two-thirds came from suppliers NVIDIA and Amazon, and Anthropic's filings, where Amazon's roughly $5 billion equity is tied to $110 billion of committed spending, about…