Frontier models are trained at an enormous cost, and a significant fraction of that cost is recouped in the few post-release months that they are broadly available. After that period elapses, the models become sub-frontier, competition emerges, and margins compress. Every week of delay is eating into the narrow window that labs have to make their accounting work. The ongoing AI infrastructure buildout—the one that is, according to former US AI Czar David Sacks, , assumes a functionally global...

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