[Ekaros]

Also thinking about it. Fibre was in the ground. It had minimal storage costs. Same can't really be said about buildings and hardware there which has ongoing costs even if turned off. Storage alone has cost involved at this scale. Warehouses can be relatively expensive. So there is also that sort of aspect.

[m4rtink]

Yeah, I think there will be much more waste when the bubble finally pops & it will be harder to recover valuable stuff.

Imagining people buying scrap AI hardware from creditors or bankruptcy auctions & harvesting all the HBM RAM chips and NAND storage chips to sell & throwing away the useless AI optimized compute chips and unusable enterprise interconnects.