build1 distinct publisher
Two buyers, one price: Patel says 2027's new compute is already half spoken for
SemiAnalysis puts 40-50% of 2027's new capacity under OpenAI and Anthropic contracts, with revenue per megawatt now well clear of deployment cost. That makes inference a residual market.
Publishers:dev.to
Reality
- Evidence20
- Adoption30
- Hype gap+55
- Incentives65
- Confidence26