1 pointby mapping3658 hours ago2 comments
  • wmf6 hours ago
    No, they believe all the data centers will be needed and will operate profitably.
  • bigyabai8 hours ago
    > The scale of the data center buildout makes no sense.

    It's a fully commoditized service. Selling compute is an incredibly lucrative business and investors want in, it's just as simple as that.

    • mapping3658 hours ago
      Is it though? I feel like that has yet to be proven in a realistic market. Whatever is going on now, doesn't feel sustainable or realistic.