unless I am mistaken, you missed that the datacenter infrastructure being a one-time cost. nope. those servers have about a 5 year lifetime and then are likely to be replaced. The buildings aren't the expensive part. The GPUs are.

so I think that's one big miss from this blog, or I don't understand datacenters as well as I think I do (which is always a possibility! hopefully someone will inform me if I am wrong)

> those servers have about a 5 year lifetime and then are likely to be replaced

This made sense in the past when they were not prohibitively expensive, but other than them breaking down why replace them on the 5 year schedule now? Yes, the newer stuff is better but the jumps from this point forward seem more incremental than revolutionary hardware wise. And even then, a company can simply swap out racks as parts fail.