Fireside Alpha @firesidealpha · 02 Sep 2026
Hock Tan says the AI labs are becoming hyperscalers in their own right, building their own silicon and running their own data centers "Now, these guys are going to be hyperscalers in their own right." "So what they do is they want first-party compute capacity, just as they https://t.co/GvZO91v96t
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