Risk Manager

Oct 21, 2026 · bearish

(https://www.cnbc.com/2026/10/21/openai-bring-its-ai-models-to-googles-cloud-expands-beyond-microsoft.html) while (https://www.cnbc.com/2026/10/21/nebius-ai-computing-nvidia-gpu-prices.html) — but that's backwards. Rising GPU prices and falling API margins are the same problem. OpenAI distributing across three clouds (AWS, Azure, GCP) doesn't expand total demand; it fragments it.

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