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They'll never get built.

The data centre announcements are forward looking stories the companies are telling investors to justify current valuations and new funding rounds. For a number of reasons, the vast majority of those data centres won't get built. Whether it's public pressure, shitty local power grids not being able to support them, financing not coming through, etc.
 
They'll never get built.

The data centre announcements are forward looking stories the companies are telling investors to justify current valuations and new funding rounds. For a number of reasons, the vast majority of those data centres won't get built. Whether it's public pressure, shitty local power grids not being able to support them, financing not coming through, etc.
"Never say 'never,'" but yeah - three germane AF reasons why.
 
I'll say never. When Microsoft is doing this


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So, the framing of this article is a bit lol but it does show us something pretty important. For the smartest participants in this field, there are a pile of smart reasons for them to not build these things. That's where we are in this hype cycle. The hyperscalers are finding smart reasons to not do the things they say is entirely necessary for AI to become the thing they say it will.

When smart builders are finding smart reasons to not build, and smart users are finding smart reasons to use less, the hype cycle is in the process of breaking down.
 
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Article framing is lol to you (and that's ok; no problem conceding speed to a nimbler mind!), but on a much simpler, for me, level: reminds me of when we moved from "B3's" (big blue boxes) back in the day to "RB's" ("rice burners"): IBM couldn't deliver what we wanted - bigger, better, faster in a much smaller space and Hitachi could and did. 😉
 
The power and water consumption needs never made sense at scale.

In 10 yrs maybe, when solar + battery is matured and they've done some additional work on cooling, they could probably sort this issue out. But yeah, it's always just been about saying crazy shit to get investors excited.
 
I think Scott Galloway suggested this years ago....way to keep customers forever is a monthly fee that includes the whole enchilada (tv, music, phone upgrades, etc).

Also fucks the Telcom companies.
 
I think Scott Galloway suggested this years ago....way to keep customers forever is a monthly fee that includes the whole enchilada (tv, music, phone upgrades, etc).

Also fucks the Telcom companies.

Yeah, it's just a pretty low brow and greasy business model by Apple standards and speaks to the relatively low interest the market has in keeping up with Apple's product cycle. People are keeping their devices for longer while the devices are getting more and more expensive, the base models starting to outsell the higher margin flagships, etc.
 
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Yeah, it's just a pretty low brow and greasy business model by Apple standards and speaks to the relatively low interest the market has in keeping up with Apple's product cycle. People are keeping their devices for longer while the devices are getting more and more expensive, the base models starting to outsell the higher margin flagships, etc.

All, very few reasons to upgrade each year. Innovation for the iPhone itself died under the current CEO vs logistics and shit.
 
My iPhone 11 still works fine. 2027 is the last year for updates, though. 8 years is pretty good.


I just replaced my iPhone SE 2nd Gen after six years. Which is about the average amount of time I usually keep an iPhone.

Probably could have squeezed a little more life out of it, but 4G was starting to get a bit spotty up in Muskoka, so I figured I’d better switch to a 17e with 5G.

Can’t imagine why anyone would feel the need to upgrade their phone every year or two though. Aside from 5G and my battery life being good again, I really don’t see much appreciable difference between the devices even after waiting that long.
 
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