About one-third of the compute coming online this year is ultimately for OpenAI and Anthropic, including compute built by other parties and rented to the labs.

“about a third of the compute coming online.”

“is for the labs for open ai and anthropic now it may be built by others and then rented to them but it's and it at the end customer it's them as we go forward into the future the the numbers for computer ballooning right we're at you know you know a little bit over a trillion dollars of capex this year as we go out into 28 it's going to be more than two trillion dollars um”