this post was submitted on 18 Oct 2026
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Of course they want to turn the corner and ideally keep all their infra, but they might need to restructure their debts if/when the creditors come knocking.
BUT: they have a money printing machine with inference... Enterprise is where most of the money is made, as they pay (closer to) API prices... consumer & small business plans are heavily discounted in comparison, with mostly underutilized use-it-or-lose it plans. They'd be stupid if they were making an opex loss on inference.
As for why API prices are dropping? Competition is a bitch... but they seem willing and able to play the game for now.
If we're talking about the survivability of AI as a technology, I agree.
If you're talking about the viability of the hyperscaling business model, I think we are looking at wildly different sets of information.