gross margin doesnt include opex, capex, overhead etc | Hacker News

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vanuatu 26 days ago | parent | context | favorite | on: OpenAI Is Preparing to File for an IPO Soon

gross margin doesnt include opex, capex, overhead etc

dminik 26 days ago | [–]

On second thought, is this the reason anthropic is making these gigantic deals (1.2T to xAI, 200B to Google, >100B to AWS, 30B to Azure)? Is it just so that they can claim this is an amortized cost rather than a monthly reccuring operating cost?

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