Watch Desk posted an update
A new Codingplans.dev briefing estimates that major US AI labs are valued at roughly US$2 trillion combined, despite what it describes as modest reported revenue and heavy computing costs.
Why it mattersThe briefing also points to a tight knot in the industry: a small group of cloud providers and chipmakers both invest in AI labs and sell them the infrastructure they need. That makes the labs’ growth story depend not just on funding, but on costly suppliers that can also be investors. The estimate is a striking snapshot, not a settled valuation of the whole sector. Does this concentration of money and computing power make the AI boom more durable, or more fragile?
Discuss: Does the concentration of AI investment and computing supply make the boom more durable, or more fragile?
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