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Wall Street is growing skeptical of the data center boom

72 points · 87 comments · mikhael

  1. bryanlarsen · · focus · HN ↗
    Any data center that can remain profitable selling open source tokens at commodity prices will be fine. Any data center that relies on OpenAI/Anthropic level token prices and margins might be in trouble. After clearing their debts through bankruptcy, they'd likely be quite profitable selling open source tokens at commodity prices.
    1. nomel · · focus · HN ↗
      I think there's still some low-hanging fruit with thin clients and colocated-to-AI applications. I don't think the math for beefy personal computers is going to hold up, for most use cases.
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