中文翻译
@ps_georg 超大规模云服务商(Hyperscalers)是最终为AI基础设施建设提供资金的一方。正如从$AMZN到$GOOGL的财报评论所见，投资回报率(ROI)被认为极具吸引力。甚至$MSFT也表示他们在建设期间将实现自由现金流(FCF)为正。在OpenAI最近筹集了约1680亿美元之前，我更担心交易对手风险。
· 供应链分析
超大规模云商资金充裕且回报诱人，OpenAI巨额融资缓解了对交易对手风险的担忧。
英文原文
@ps_georg Hyperscalers are the ones ultimately funding the AI buildout. As seen with $AMZN to $GOOGL earnings commentary, the ROI is seen as wildly attractive. Even $MSFT said they’d be FCF positive during the buildout period. I was more worried about counterparty risk until OpenAI went out and raised like $168B recently.