You can’t hoard stuff that becomes obsolete every 2 to 3 years. The price will still fall drastically every generation for a while.

Some nice places have heated stand for tools.

It’s all just hype, the big numbers were all future spending so they’ll just be dialed down.

There’s no scenario in which building data centers will make the company stop existing, they can just sell or rent what ai data centers they have and exit the business worst case.

The, we’re going to spend 10 trillion dollars on new data centers and they will use all the water and power messaging for stock pumping while people see costs increasing and rising water and power bills was a pretty direct and understandable message. Remarkably fast turnaround though ,it shows how most concepts are ossified while this was genuinely new and people were willing to change their minds on it.

What? No. This is ai data centers new build. Nothing about that would melt their current regular servers.