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Another factor... They built it, and we didn't come. Groq investor sounds alarm on data centers (axios.com) 32 points by giuliomagnifico 2 hours ago | 21 co
by adityaathalye 10mo ago
Another factor... They built it, and we didn't come.
Groq investor sounds alarm on data centers (axios.com)
32 points by giuliomagnifico 2 hours ago | 21 comments
https://news.ycombinator.com/item?id=46432791 https://news.ycombinator.com/item?id=46432791
> Venture capitalist Alex Davis is "deeply concerned" that too many data centers are being built without guaranteed tenants, according to a letter being sent this morning to his investors.
> [snip]
> What he's saying: "The 'build it and they will come' strategy is a trap. If you are a hyperscaler, you will own your own data centers. We foresee a significant financing crisis in 2027–2028 for speculative landlords."