[alephnerd]

> investments are going to be severely outdated in a couple of years

Compute in DCs already have an accounting lifespan of 3 years. The current trend of investments is a mix of expansion and well as upgrades on existing capacity.

This is why hyperscalers like Amazon, Microsoft, and GCP invested in inference ASICs a couple years ago, so they could migrate a larger mixture of their compute to these and offer services at better margins.