zlacker

>>tedsan+(OP)
You have to keep in mind Microsoft is planning on spending almost 100B in datacenter capex this year and they're not alone. This is basically OpenAI matching the major cloud provider's spending.

This could also be (at least partly) a reaction to Microsoft threatening to pull OpenAI's cloud credits last year. OpenAI wants to maintain independence and with compute accounting for 25–50% of their expenses (currently) [2], this strategy may actually be prudent.

[1] https://www.cnbc.com/2025/01/03/microsoft-expects-to-spend-8...

[2] https://youtu.be/7EH0VjM3dTk?si=hZe0Og6BjqLxbVav&t=1077

>>serjes+ja
Serious question - why Texas???

>>Secret+Wm
Texas is a world leader in renewable energy. Easy permitting, lots of space, lots of existing grid infrastructure from the o&g industry.

>>tempus+zn
Any downsides?

>>Secret+Rz1
Texas.