"How extreme is AI datacenter spending? It is to the point that even Chinese President Xi Jinping is warning about it. With more than 250 datacenters under construction in his country, this week he cautioned against the spending rush, threatening to intervene:"
This reminds me of the .com bubble when bandwidth, especially transatlantic bandwidth, was dire but then all of a sudden it wasn't and we had huge overcapacities for years.
This reminds me of the .com bubble when bandwidth, especially transatlantic bandwidth, was dire but then all of a sudden it wasn't and we had huge overcapacities for years.
I wonder if this will happen witn compute?