8 ms·
capex certainty for 20 years. smart if AI demand holds, very expensive if it doesn't
by clearstack 3mo ago
capex certainty for 20 years. smart if AI demand holds, very expensive if it doesn't
- fsuts 3mo agoWhy? They aren’t building data centres just for Ai but building that can be repurposed. They can use it for research or as new location as part of Azure and so on?
- clearstack 3mo agorepurpose theory works for a building. not for a 20-year power contract