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So you're saying I should avoid REITs focusing on US-based hyperscale datacenters for AI workloads?

• Joel_Mckay 2y ago
  Salt was used to pay salaries at one time too, and ML/"AI" business models projecting information asymmetry are now paradoxical as a business goal. Note: Data centers often naturally colocate with cold-climates, low-cost energy generation facilities, and fiber optic distance to major backbones/hubs. At a certain scale, Energy cost is more important than location and hardware. The US just broke its own horses leg with tariffs before the race. Not bullish on the US domestic tech firms these days, and sympathize with the good folks at AMCHAM that will ultimately be left to clean up the mess eventually. If businesses have opportunity to cut their operational variable costs >25%, than one can be fairly certain these facilities won't be located on US soil. Have a great day =3
  • Ray20 2y ago
    >If businesses have opportunity to cut their operational variable costs >25%, than one can be fairly certain these facilities won't be located on US soil. Is there opportunity? Lower risks and energy prices may well outweigh the cost of tariffs. It is not like any other horse in the race has perfectly healthy legs.
    • Joel_Mckay 2y ago
      >Is there opportunity? Depends on the posture, as higher profit businesses may invest more into maintaining market dominance. However, the assumption technology is a zero-sum economic game was dangerously foolish, and attempting to cheat the global free market is ultimately futile. Have a wonderful day, =3