▲ | belter 3 days ago | |||||||
Prepare for the crash: "Spending on AI data centers is so massive that it’s taken a bigger chunk of GDP growth than shopping" - https://fortune.com/2025/08/06/data-center-artificial-intell... | ||||||||
▲ | herval 3 days ago | parent [-] | |||||||
This is such a huge repeat of the early 2000s. All the bust startups spent billions in infrastructure. Everyone built their own datacenters, no matter what your business is. We'll either see a new class of "AWS of AI" companies that'll survive and be used by everyone (that's part of the play Anthropic & OpenAI are making, despite API generating a fraction of their current revenue), or Amazon + Google + Microsoft will remain as the undisputed leaders. | ||||||||
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