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Comment by energy123

2 hours ago

Europe can opt out if they want, hyperscalers are building in South Asia, SEA and MENA where they get tax breaks. We'll see how that plays out for Europe.

Exactly. There are plenty of data centers being built in places that want them. The neat thing about data is that it's a quick speed of light to anywhere on the planet, so it doesn't matter where they are.

Anyone who wants to opt out can do so and it'll play out just fine for them.

The hyperscalers want to sell AI services in Europe. Not everything is about supply, a lot of it is about demand.