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Hello, The race to build next-generation AI isn't just about better models. It's about who can afford the infrastructure — and who absorbs the risk when things go wrong. As Nvidia's newest chips push costs and operational complexity higher, Microsoft and Google are leaning on their...
 Hello, The race to build next-generation AI isn't just about better models. It's about who can afford the infrastructure — and who absorbs the risk when things go wrong. As Nvidia's newest chips push costs and operational complexity higher, Microsoft and Google are leaning on their balance sheets and partnerships to spread risk. Challengers like Anthropic and xAI are taking a different path — pursuing more concentrated, higher-leverage strategies to secure control over data centers, chips and power. The financial structures behind AI may matter as much as the technology itself. We asked Deep Research to examine who really bears the risk in the AI infrastructure boom and what this could mean for the broader AI landscape. To understand how diverging financing strategies are reshaping competition — and what that means for the balance of power in AI — you'll need The Information Pro. Take advantage of a special introductory rate of 25% off your Pro subscription. |
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