OpenAI and Anthropic are so far ahead of anyone else in terms of compute demand generation. Iirc correctly they're like 70% of GPU demand between them on hypers

OpenAI and Anthropic are so far ahead of anyone else in terms of compute demand generation. Iirc correctly they're like 70% of GPU demand between them on hyperscalers and then Meta is 10% and Google internal demand is some distance behind meta. If OAI halved in generation you would need a couple of new companies with a Metas worth of demand to replace it is quite a sobering thought.