Let me qualify your statement... CapEx is what EXISTING US firms were/are lining up to battle with.
With R1 as inspiration/imperative, many new US startups will emerge who will be very strong. Can you feel a bunch of talent in limbo startups pivoting/re-energized now?
> Can you feel a bunch of talent in limbo startups pivoting/re-energized now?
True! It certainly should be, as there is a lot less reason to hitch one's wagon to one of the few big firms that can afford nation state scale GPU compute.
With R1 as inspiration/imperative, many new US startups will emerge who will be very strong. Can you feel a bunch of talent in limbo startups pivoting/re-energized now?