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Comment by cyanydeez

3 months ago

One of the reasons these things are getting financed is the belief that the purchased hardware wont depreciate significantly. Which is bizarre when you think about the hardware production latter.

For these datacenters to keep value without the computational demand, you also assume new hardware prices & capability will stagnate.

I still dont see the "total addressable market" being large enough to satisfy even one monopoly.

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cyanydeez

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antonkochubey  3 months ago

>you also assume new hardware prices & capability will stagnate

Well shall I break the bad news to you.. for the past few years this is starting to look more and more true, for server hardware at least (CPUs, DRAM, SSDs). Sure, you can get more (cores, GB of DRAM, TB of NAND) now in a same package, but also at a higher cost.