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This would require data centre cap-ex north of 1T and revenues from non AI companies in the same order of magnitude. Is it realistic to scale up data centre rol
by heisenbit 1mo ago
This would require data centre cap-ex north of 1T and revenues from non AI companies in the same order of magnitude. Is it realistic to scale up data centre roll-outs? Are regular companies ready to re-allocate 1T? And this all happens in an environment where rates go up and many of the companies are not profitable?