3 ms·
This is an assessment of the moment. When rate of AI data center construction slows down, then P/E will start to grow. Or are we saying that the pace will only
by midwain 6mo ago
This is an assessment of the moment. When rate of AI data center construction slows down, then P/E will start to grow. Or are we saying that the pace will only grow forever? There are already signs of a slowdown in construction.
- jatora 6mo agoWhat are these signs you are referencing? Source?
- polski-g 5mo agoLike why would it slow down? If 1% of human capability is currently replaced with AI, how would things look if that number goes to 15%? When autonomous robots come into fruition as photo recognition improves, demand for compute will skyrocket.
- jatora 5mo agoExactly, that's why I meet this claim with skepticism. I know I hear news of so and so state/county trying to pass legislation against data centers but I highly doubt that is picking up much speed.