1 month ago1 point(+0/-0/+1Score on mirror)1 child
Maybe i'm exaggerating. I was going off this headline.
Without data centers, GDP growth was 0.1% in the first half of 2025, Harvard economist says https://fortune.com/2025/10/07/data-centers-gdp-growth-zero-first-half-2025-jason-furman-harvard-economist/
I think AI and crypto is really just a masquerade for the build-up of the surveillance state and CBDC. It's all under the guise of "crypto" and "AI" since that polls better in marketing.
The shelf life of inference data centres is about 5 years. The only lasting part of the infrastructure is the development of electricity and HVAC for them.
So I disagree with the premise. The OpenAI side of the market is the one under the most financial strain, especially in the obligations they have entered into over the coming years.
The Amazon based platforms for Anthropic along with Google and Facebook have a firmer footing IMHO.
I've put my money where my mouth is - I'm Amazon and some electricity suppliers.
If AI goes down, it takes the fiat economy with it.
Without data centers, GDP growth was 0.1% in the first half of 2025, Harvard economist says https://fortune.com/2025/10/07/data-centers-gdp-growth-zero-first-half-2025-jason-furman-harvard-economist/
I think AI and crypto is really just a masquerade for the build-up of the surveillance state and CBDC. It's all under the guise of "crypto" and "AI" since that polls better in marketing.
So I disagree with the premise. The OpenAI side of the market is the one under the most financial strain, especially in the obligations they have entered into over the coming years.
The Amazon based platforms for Anthropic along with Google and Facebook have a firmer footing IMHO.
I've put my money where my mouth is - I'm Amazon and some electricity suppliers.