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by Imustaskforhelp 166 days ago
Semiconductor manufacturing might make sense here but I also don't think it might not simply because it would require probably a lot of expertise and knowledge and complex machinery with experience in this industry which I assume would be very hard to gather even for these datacenters.

I don't see any reasonable path moving forward for these datacenters for the amount of money that they have invested.

1 comments

Semiconductor manufacturing needs supply chain a lot more than it needs fast internet. Wafers, fine chemicals, gases, consumable parts. A lot of this comes from petroleum refining, so it helps to be near a lot of refineries, although not enough to be decisive in site selection.
Agreed. Your point is true and as such too I don't really think that they could really be used for semiconductor industry.

And all other industries also don't really seem to me to have any overlap with the datacenter industry as much aside from having water access and land and electricity but like I doubt that they would get used enough to be justified their costs, especially the costs of the overpriced GPU's and ram and other components

In my opinion, These large datacenters are usually a lost cause if the AI bubble bursts since they were created with such a strong focus of GPU's and other things and their whole model of demand is related to AI

If the bubble bursts, I think that auctioning server hardware might happen but I doubt how much of that would be non-gpu / pure compute related servers or perhaps gpu but good for the average consumer.