Just a thought - instead of dropping $1.5 trillion of capex into infra which will ultimately become outdated, are the big AI companies not better off buying enough $TAO to moon it to a few $100bn mc, and creating their own subnet to harness as much of the 🌎’s GPUs as possible?
so hang on - meta, openAI, Xai are going to casually drop >$1.5 trillon to build the biggest AI training clusters in the world.
Probably the largest amount of $$$ dropped in the smallest amount of time for a new infrastructure layer
these data centers are going the be the equivalent of Fort Knox but 1000x more valuable
We’re rapidly moving towards a world where each nation isn’t governed by their treasury reserves, but by how much compute they control.
that’s why the U.S. dept of defense is signing all these contracts with American AI companies
if they wield the keys to compute + models they remain #1
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