Tae Kim Questions OpenAI Data Center Revenue Shift

Tech journalist Tae Kim posted a question on X. The post asks what it would mean for current hyperscalers future revenue from frontier labs if OpenAI and Anthropic become data center hyperscalers. Kim cites a statement from Broadcom CEO Hock Tan as the basis for the scenario. The account @firstadopter belongs to Tae Kim, a Substack author focused on Nvidia and AI who previously worked at Barron's and Bloomberg Opinion. The packet contains only this single tweet and the author's bio details.