[strangattractor]

Data centers are the next Dark Fiber from 2000. After VCs and private Equity fund them there will not be sufficient demand because AI will inevitably not entirely live up to all the hype. The fire sale will eventually begin. Then Google, M$, Apple and Amazon will buy them at a discount just like Google snatched up the dark fiber after 2000.

[ezst]

Only worse: internet infrastructure (routers, fiber, ...) depreciates over multiple decades, not mere months. What's inside those data centers matters more than them being built: today's cutting edge inference chips or GPUs may not be so useful if either hardware or models evolve in the slightest, and in some way, we should hope for that if we want to be optimistic about the future of AI/LLMs.

[saati]

Fiber is good for a hundred years, nothing in a data center will last ten.