Post
Ed Zitron
edzitron.com
did:plc:qc6xzgctorfsm35w6i3vdebx
pretty much! The majority of AI compute infrastructure is dedicated to either OpenAI or Anthropic. Outside of that, there are no consumers I can find over maybe $100m/yr outside of xAI and Meta. The majority of capacity is taken up by two companies!
2026-04-30T23:48:31.265Z