Why does everybody keep insisting on this “Enron accounting” stuff. LLM companies need shitloads of compute for specialized use case. Cloud vendor wants to become a big player in selling compute for that specialized use case, and has compute available.

Cloud provider gives credit to LLM provider in exchange for a part of the company.

These are really normal business deals.

Amazon gave away datacenter time share in exchange for stock in a startup. That has nothing to do with electricity futures and private credit revolvers.

They said echoes of the tricks.

I've read thousands of pages of Enron history, this has nothing to do with it.