And they can look forward too, their order book has tens of billions in there for the coming years. And that's orders, on top of that comes the maintenance and support for all the machines in operation - in 2023 they delivered 449 machines (not just their top of the line stuff), which means that there's thousands of machines in operation requiring regular maintenance etc.
ASML's bet paid off and for now at least their business is very sustainable.
Concretely, when you use Django, underneath you have CPython, then C, then assembly, and finally machine code. I believe LLMs have been much better trained on each layer than going end-to-end.
This looks more like an attempt of gaining scarce electricity.
If a country/state has to choice of giving power to data center A or B, it makes sense for Satya to make statements about how only Microsoft provides the most AI value
Well, even though electricity is a commodity it still needs to be bought. My point is that people funding this will run out of patience paying for the electricity long before the public/regulators will need to step in a decided how much of it you can buy.
I guess you could always just use a fraction of the billions in investments and whip up a few new power plants. [1]
This is what makes sense. You want to be able to replace the charging port, screen, and camera. And of-course update the software, where software stability is IMHO the weakest point of Fairphone.
If the logic board breaks, you want to upgrade to the newest chip model you can get. Because third-party software becomes slower every year. If you want a phone to last as long as possible, thus getting the latest chip. For Fairphone it is more interesting, since they use a particular Snapdragon model range with longer driver support.
The elephant in the room is of-course software getting too slow and developer not optimizing their apps.
Sure, opus and codex are significantly better. But price wise they cannot deviate too much from open models.
Especially if the open models are grounded against the digital twin.
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