[Tanoc]

It appears to be not so much about the datacenters themselves as it is limiting the growth capabilities for the LLMs. From their understanding fewer datacenters means more congestion which means less possibility LLMs can be shoved into more places where the public thinks they are intrusive. Which seems to be everywhere.

[rcpt]

Can't put new technology back in the box.

We don't build the chips or even the machines that build the machines that build the chips. We don't own all the rare earths and our ability to generate electricity isn't anything special.

The data centers are getting built. Up to us if it's in Utah or overseas.