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Prepare for the crash: "Spending on AI data centers is so massive that it’s taken a bigger chunk of GDP growth than shopping" - https://fortune.com/2025/08/06/

• herval 1y ago
  This is such a huge repeat of the early 2000s. All the bust startups spent billions in infrastructure. Everyone built their own datacenters, no matter what your business is. We'll either see a new class of "AWS of AI" companies that'll survive and be used by everyone (that's part of the play Anthropic & OpenAI are making, despite API generating a fraction of their current revenue), or Amazon + Google + Microsoft will remain as the undisputed leaders.
  • chasd00 1y ago
    I remember the first dot com bust, you could find Herman Miller Aerons (the stereotypical inet-startup-guy chair) super cheap as well as fairly large Cisco 6509 routers and ...i think it was Sun Fire 15ks lol. I look forward to getting some nice GPUs at a discount. idk what a person would do with a 6509 or a Sun Fire hah but they were all over craigslist iirc.