The speaker thinks OpenAI and Anthropic may want to develop their own data centers for their respective chips.

“So, hey, on, at on some level, I'm sure, you know, especially for internal chip efforts, right? Like the OpenAI team will-- might- may wanna develop their own data centers for their Jalapeno chips, right?”

“And Anthropic, same thing for their chips. Um, but I'm sure they're also very happy for other people to take on that risk, um, because it's someone else's core competency and, you know, a lot of debt could add a lot of blow-up risk.”