I can't figure out how there's both too little supply (so a dramatic need for more data centers) but also too little demand (so labs subsidize inference).

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AlexB138 an hour ago | parent [-]

There isn't too little demand. There is massive demand and many competing companies trying to capture that demand, so they are attempting to make better offers than their competition. Hence subsidy.

	▲	rafram an hour ago \| parent [-]
		That, and: - Every competitor is planning for the demand to be much higher in a few years than it is now, and aiming to capture as much of that as they can, which starts by getting companies hooked on their models now - The data center capacity will get used no matter who captures the most demand