Why do companies keep talking about AI infrastructure when everyone just cares about model quality?

[Zach72]

I hear infrastructure is the real AI story not the models. But doesn't model quality matter most? How is building data centers more important than making smarter AI?

[Cass]

Both matter but industry has shifted focus. Model quality has plateaued between major labs. Everyone has GPT-4 level capable systems. Differentiation now comes from infrastructure and deployment