Investors chasing the ideal of not having to employ any people while still making money somehow. And, of course, being the company to provide all the AI; in a gold rush, don't dig for gold, start selling buckets.

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tayo42 7 hours ago | parent [-]

I get that, I mean who are the investors? Random colo companies? Are The big cloud providers are bringing up new small regions in all of these random towns? Only so many companies can even get the hardware to fill it. And there are only a handful llm providers.

There's only so many companies involved as far as I can tell,but these datacenter stories seem everywhere?

	▲	Spooky23 7 hours ago \| parent [-]
		There’s a whole layer of companies providing these data centers. CoreWeave is one example, and there are many others. SpaceX is in this business in their gross Memphis facility. The big providers lease capacity in addition to their own capital investments. It helps them hedge risk. When the merry go round stops on AI, these will all go bankrupt, and H100s will be like a circa 2001 Aeron chair.