IMO, nothing (or, more accurately: everything) is odd in the AI industry. AI companies have had to buy compute resources from rivals. Hardware manufacturers can’t ramp up fast enough to meet demand. Data centers can’t be built fast enough. Energy production is a bottleneck. Three Mile Island is being resurrected. SpaceX now owns xAI, plans to buy Cursor, and is unironically considering building data centers in orbit. Software security vulnerabilities are being discovered/revealed at an alarming rate.

Honestly, OpenAI buying wafers seems kinda tame at this point 😅