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There is a compute shortage. In fact, for all these companies to do what they're going to do, they need a massive, massive massive amount of data centers, a hi
by AtlasBarfed 4mo ago
There is a compute shortage.
In fact, for all these companies to do what they're going to do, they need a massive, massive massive amount of data centers, a highly improbable number of data centers that need to be built in an highly improbably short amount of time.
And the capitals about to dry off in about a year. So it's a race between these improbable timelines on data center construction, with capital evaporating.
- podocarp 4mo agoSource for capital drying up in one year? Not trying to be snarky but that's super big if true.
- AtlasBarfed 4mo ago- iran destabilization will shift middle east capital to military spending and infrastructure repair - Ukraine war similarly is triggering an EU buildup and reduction in us dependency - all the IPOs indicate the companies themselves know the private investment is coming to an end so they need the retail investors to keep the boondoggle moving