Comment and Gartner didn't even mention subsidies (Score 1) 127
They focused entirely on the cost to the AI consumers - which is not unreasonable since that's who Gartner's customers are.
But it's still a noteworthy omission for anyone with the slightest interest in the trajectory of the LLM industry as a whole. If OpenAI / Anthropic / XAI are providing their services at a loss, and their customers are consuming those services at a loss, then the GPU and RAM vendors are the only winners.