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?
>
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