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Wall Street Is Growing Skeptical of the Data Center Boom
- deleted 2mo ago[deleted]
- toomuchtodo 2mo agohttps://archive.today/1SJkP https://archive.today/1SJkP
- Apes 2mo agoI'll believe it the day SpaceX - the AI company that is mostly making money selling datacenter compute using gas turbines for energy - takes a single day 90% or greater drop in stock price.
- Zigurd 2mo agoCurrently nobody knows when the first big financial crisis is fully locked in. For example, if OpenAI can't close another round, and they default on their contracts with Oracle, there's your sign. Until then it looks like everybody is enjoying the communal hallucination.
- Dependance 2mo agoBe careful what you wish for. The repercussions might be titanical.
- bryanlarsen 2mo agoAny data center that can remain profitable selling open source tokens at commodity prices will be fine. Any data center that relies on OpenAI/Anthropic level token prices and margins might be in trouble. After clearing their debts through bankruptcy, they'd likely be quite profitable selling open source tokens at commodity prices.
- lil-lugger 2mo agoIs there anyone serious who thinks that the future is local models anyway? All computers used to be the size of rooms like these data centers and then they got smaller and faster until the home computer came. Is that not a possibility down the line as we improve efficiency of the models and increase compute?