As long as they don't use borrowed money to purchase all the supplies, it's fine for me.
If most funds are borrowed money, I would say they are just trying to dry up the supply.
You won't be able to do this forever, the faucet won't be on forever.
If most funds are borrowed money, I would say they are just trying to dry up the supply.
You won't be able to do this forever, the faucet won't be on forever.
Don't they? Being in debt over the value of their RAM purchases means they are using only borrowed money for it - money is fungible, if not buying any RAM for X dollars would reduce their debt by X dollars, everything else being the same - their RAM is bought entirely on debt - and that's precisely the case for both OpenAI and Anthropic.
Both of them a running a textbook market scalping operation as the OP is suggesting.