Why big US AI labs are 'immortal': compute capex dwarfs opex, says analyst
teortaxesTex · x · 2026-11-15
teortaxesTex argues America's top AI labs are effectively immortal: Google has LLM-independent revenue and massive compute reserves, while OpenAI and Anthropic can recover because compute opex is far below capex. He adds that listed Chinese labs (Zhipu, MiniMax, Kimi) lack a comeback path if they stumble — Zhipu's planned 1GW datacenter raises GPU allocation questions, while DeepSeek, with secured compute, sits on firmer ground.
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