But aren’t the AI companies always needing to train the next version and replace/upgrade the HW? If it were just a one time startup cost then maybe they could become profitable, but if they will always need to invest heavily in traing the next gen and replacing HW every 2 years, then that’s more of an ongoing expense.
But aren’t the AI companies always needing to train the next version and replace/upgrade the HW? If it were just a one time startup cost then maybe they could become profitable, but if they will always need to invest heavily in traing the next gen and replacing HW every 2 years, then that’s more of an ongoing expense.