Comment Comment by Seanambers Temporary until its not.It's the new normal, get used to it.The MAG7 isn't pumping all their FCF + new debt issuance into DC's just for fun.The world is seemingly moving into a era where compute is becoming expensive and scarce.Only thing that can possibly change this is LLMs hitting a vertical unscalable wall.More AI compute = more CPU, memory, storage needs. parent Seanambers 5 months ago
It's the new normal, get used to it.
The MAG7 isn't pumping all their FCF + new debt issuance into DC's just for fun.
The world is seemingly moving into a era where compute is becoming expensive and scarce.
Only thing that can possibly change this is LLMs hitting a vertical unscalable wall.
More AI compute = more CPU, memory, storage needs.