| ▲ | clearstack a day ago | |
capex certainty for 20 years. smart if AI demand holds, very expensive if it doesn't | ||
| ▲ | fsuts 16 hours ago | parent [-] | |
Why? They aren’t building data centres just for Ai but building that can be repurposed. They can use it for research or as new location as part of Azure and so on? | ||