‹ BackHN Continuity

Thread

Wall Street is growing skeptical of the data center boom

72 points · 87 comments · mikhael

  1. fedecaccia · · focus · HN ↗
    There are two different clocks here. Financials could change in months, but the electrical infrastructure needs to be planned with years.

    Gas turbines are all practically sold out till 2030, delivery time changed from 2-3 years to 5-7yrs.

    Many announced data centers where destined to delay, independently from financial markets, due to the available infrastructure.

    If the AI/data centers fomo dissapear, the effect on electrical production will take years in take effect, because capacity is already reserved and paid.

    In oposition to software, energy infrastructure is not flexible: you can't speed up a turbine projected for 2032 neither cancel the order without a considerable cost.

Open on Hacker News to reply ↗

Unofficial Hacker News client; not affiliated with Y Combinator.