Renting GPUs doesn't make you an Ai company imo, colocation data center is more accurate. One might expect that line of business to commodify within five years.

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trollbridge 5 hours ago | parent | next [-]

Yeah, like how AWS has “commodified”

Cursor is obviously an AI company and the main problem Cursor faced was not really having their own model and being forced to buy expensive inference from other providers.

Cursor + their own data centres + the ability to train their own models is pretty big. Definitely an AI company.

	▲	verdverm 5 hours ago \| parent [-]
		Does Cursor have any meaningful market share? I cannot seem to find them on any lists. Would your requirements also make Atlassian an Ai company? They have data centers and have trained their own model and have Rovo. I certainly do not because it's not their main line of business and their "ai" sucks hard. SpaceX seems to be closer to this category than Anthropic/OpenAI

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unregistereddev 5 hours ago | parent | prev [-]

This is nitpicky (and it supports your point, I'm not arguing): Colocated data centers became a commodity decades ago. Currently they are a scarce commodity that's in high demand, but I agree with you that this will eventually come full cycle.