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Comment by RetroTechie

18 days ago

Might be a blessing in disguise that these companies can't roll out datacenters as quick as they want (due to financing, power issues, permit delays or whatever).

That puts a cap on surplus (potentially unused?) datacenter capacity that's around by the time the AI bubble pops.

4 comments

RetroTechie

Reply
khurs  18 days ago

Blessing in disguise for who?

Any surplus after a pop will be sold for market value and lead to more new cloud provider startups and co-location options.

Der_Einzige  18 days ago

There is no AI bubble. The underlying fundamentals do in fact line up with the market. The faster you realize this will never pop, the faster you realize that you too can make money in the biggest gold rush in human history.

  • lowsong  17 days ago 

        The faster you realize this will never pop, the faster you realize that you too can make money in the biggest gold rush in human history.

    Hey, yeah, quick question. How did the historical literal "gold rushes" end?

        Gold worth tens of billions of today's US dollars was recovered, which led to great wealth for a few, though many who participated in the California gold rush earned little more than they had started with.

    The human and environmental costs of the Gold Rush were substantial. Native Americans, dependent on traditional hunting, gathering and agriculture, became the victims of starvation and disease, as gravel, silt and toxic chemicals from prospecting operations killed fish and destroyed habitats.[0]

    So you're saying a select few will become fabulously wealthy while most will gain nothing, and in exchange we'll destroy the environment and kill many more people through side effects?

    [0]: https://en.wikipedia.org/wiki/California_gold_rush

    • ahoka  17 days ago

      "Capitalism is an economic system based on the private ownership of the means of production and its use for the purpose of obtaining profit."