This article has some nice summary level information. I think the key is that data centers are moving more toward specialized use cases of which AI is one that is attracting speculators hoping to profit on a surge of demand for AI-specialized datacenter space, of which they key characteristics seem to be space, power capacity, and somewhat, latency to end user applications. https://www.forbes.com/sites/emilsayegh/2024/09/30/the-billion-dollar-ai-gamble-data-centers-as-the-new-high-stakes-game/
On Tue, Jan 21, 2025 at 7:55 PM CBB - Jay Fuller <par...@cyberbroadband.net> wrote: > > Seems the world is losing its mind with these things. 80 million at the > start of the year from Microsoft. Then today Softbank, OpenAI, > and Oracle want to put one in texas and spent 500 billion. Yes, i'm sure > they'll all have nice fiber connections and i'm sure we'll all link into > them through the internet but what is the story? Are "old" data centers > going to become obsolete? Will this explode? (maybe that is not the > bestterm to use lol) like they think it will? > > What is the future here? What do we need to be doing to prepare for this > in our businesses? Do we need to plan for higher capacity > usage? > > -- > AF mailing list > AF@af.afmug.com > http://af.afmug.com/mailman/listinfo/af_af.afmug.com >
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