What does this conversation mean? Some newly established AI companies raised a large sum of money early on and secured GPUs (computing power). Now they're thinking: "Even if our models can't be trained and we can't compete with big companies like OpenAI, it doesn't matter. Because GPU rental costs have increased 2-3 times in the past year, we can make money by reselling the cheap computing power we locked in." —In other words, these companies are nominally doing AI, but in reality, they've become "computing power middlemen." These aren't AI companies; they're speculating on computing power. Musk replied: He said, "I think we'll see a lot of half-built data centers with idle computing power that can't be used." The implication is that while you think hoarding GPUs is a sure thing, many data centers can't even be completed—power, facilities, cooling, and manpower can't keep up. The machines are bought but can't be plugged in or run. In the end, these cards are just a pile of scrap metal; where's the "money printing" coming from?