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>This sounds more like "if we build it, they will come" strategy
This is very much the case for OpenAI. When you're talking the likes of MSFT NVDA AMZN GOOGL META - they already have tens of billions in profit before the AI boom (okay NVDA not quite tens).
Both OpenAI and DeepSeek had to stop new paid subscriptions for periods of time because they could not service all the demand. Big complaint for OpenAI paid customers now is they have had rate limiting (meaning you can only submit x amount of requests over y amount of time). Clearly means there is more demand than supply.
Same with Microsoft, they also need to use GPU to process requests from CoPilot AI customers. As they have ran out of capacity, they are buying it from the likes of CoreWeave and Nebius. But Microsoft at same time needs GPU for other purposes such as their own LLM/SLM training, and selling it as AI hyperscaler to other customers.
Merry go round is because there are only so many players/companies that can service such needs. Your CRWV and IREN and other upstarts are all former crypto miners. That is why they already have datacenters full of GPU all ready to go. Can a WMT KO JPM V MA COST HD PG help at all here? No they are just going to be AI consumers.

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