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| ▲ | dlcarrier a day ago | parent | next [-] |
| At least there's a real aerospace company in there. The companies pivoting will have no value when the market corrects, but affordable aerospace launches will keep on keeping on. If anything, the anti-datacenter NIMBYism that the AI craze is generating will far outlast the AI craze, and NIMBYism is the only thing that would make launching datacenters into space cost effective, so Space X may get a long-term boost out of the whole ordeal, whether or not they have internal success in the AI market. |
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| ▲ | downrightmike 21 hours ago | parent [-] | | except you're forgetting that the taxpayers have subsidized it to this point and it can't stand on it's own. And then there's all the competition |
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| ▲ | dnemmers a day ago | parent | prev [-] |
| Renting data center capacity to AI providers might be the best business model out there, currently related to AI. Surpassed possibly by hardware manufacturers. |
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| ▲ | torh a day ago | parent | next [-] | | I'm not so sure. Is there really a demand for more AI data centers? Has anyone been turned down by OpenAI or Antrophic because they are out of capacity? | | |
| ▲ | duskwuff 19 hours ago | parent | next [-] | | There's certainly demand for more data centers. Whether there's demand for the services those data centers would provide remains in question. | |
| ▲ | benoau 21 hours ago | parent | prev [-] | | I think the demand is more about what's not using AI yet, plus half the world isn't really dependent on online services and platforms yet, two huge areas of growth. |
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| ▲ | Zigurd 2 hours ago | parent | prev [-] | | Any jackass <cough>Kevin O'Leary</cough> can announce a data center project. Then you have the pivoting crypto bros. The competent data center builders are the hyper scalers who have been building and running data centers for decades. Low margins, lots of garbage participants, and a few competent players who are likely to crush anyone less efficient. That doesn't look very remunerative. |
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