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Comment by e40

> I think this is because the demand is so extreme for datacenters now

Point to _any_ analysis that says the current building boom is anything but speculation.

xAI is renting out their DC space. I think I read that Google is, too.

DC buildout is purely a gold rush. A play to be the one left standing after all the weaker players die.

parent e40 3 months ago

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