2026-07-09 21:18 UTC
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Next, hat tip to @msb@mastodon.sdf.org for sharing this earlier today:
https://mastodon.sdf.org/@msb/116890779438682355
❝This is not a software business that happens to own servers. It is a real estate business that happens to compute.❞
❝This is precisely why the analogy is 2008, not 2000. AI capital expenditure is not a capital budget. It is a loan book.❞
CC @cR0w@infosec.exchange
Replies (1)
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@dusk@todon.eu 2026-08-10 18:58
(3/X) Here's another fascinating (for me, at least! :blobfoxnerd: ) analysis on the tension between two clocks / bottlenecks: 1. How long do developers building AI #dataCenters need to wait in the queue to power a newly built data center? (A: in the US, 6-10 years) 2. What's the useful life of the chips being used in these data centers? (A: Meta, for instance, says 5.5y on its depreciation schedules. Debatable.) It features analysis from #michaelBurry (made famous in The Big Short) https://www.youtube.com/watch?v=CxclJzssUoc #ai #bubble #economics