Erik believes Anthropic and OpenAI tend to prefer established suppliers, partly because their training runs require large blocks of compute capacity.

“Like where, you know, maybe NVIDIA, sorry, Anthropic and OpenAI, my feeling is like they prefer to buy from like the, the, the tried and true.”

“Uh, part of it is also because they have to do a lot of training runs, so they need to have like very large blocks. But there's plenty of capacity out there, you know. You can get thirty-two nodes in Armenia.”