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afavourtoday at 1:20 AM1 replyview on HN

But fiber optic created in 2000 is still very usable in 2026. AI hardware purchases in 2026 is going to out of date very quickly by comparison.


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rfv6723today at 1:25 AM

The massive investment in power grids and data centers provides a permanent physical backbone that outlives any specific silicon generation. This infrastructure serves as a durable shell for the model design knowledge and chip architectural IP gained through each iteration. Capital is effectively funding a structural moat built on energy access and engineering mastery.

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