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I want the model running wherever electricity and infra is cheapest, which will likely be China; if that gets geopolitically hot, eh, suddenly a “nearby” data c
by analognoise 27d ago
I want the model running wherever electricity and infra is cheapest, which will likely be China; if that gets geopolitically hot, eh, suddenly a “nearby” data center will open run by “individuals” with “no connections”, magically - it will be very funny to watch.
There will be some “rising star” businessperson who somehow got an amazing deal on land and energy and just likes to spend 1/2 their time in Shenzhen or something, but the datacenter is in Vietnam or Singapore or Thailand or wherever. They might even have a US branch, to make everyone feel better!
It will collapse the market, and everyone will realize that data centers are actually worth LESS than Toyota - they’ll look more like Tulips, suddenly.
In my opinion, of course.