Comment by AnthonyMouse
9 days ago
The real question is whether it's actually just the 41st car or if the demand is such that they'd have to go from 40 cars to 200 and then risk having the demand fall back off after they've already sign on to making 160 more car payments.
For the 41st car they might need to build a new parking deck. Or hire a fleet manager, because the COO can't handle it anymore. They might already run over planned capacity and every new vehicle makes it exponentially worse.
For bigger orgs the bottlenecks are a bit more vague, but they still exist.
That's the situation for Micron. Not for Hetzner, since nobody is using them to run large scale AI.
Do we actually know that? If you're an AI company during a hardware supply crunch and Hetzner has a bunch of servers they could put GPUs in and rent out to you, what makes you ignore them?
It's just not in their DNA. Hetzner is very much a do-one-thing-well business.
They might contract to AI companies to supply servers for their AI, but the total capacity of Hetzner is less than a single AI DC so it doesn't seem very useful.