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datadrivenangelyesterday at 8:27 PM2 repliesview on HN

Now is this AI CapEx or data and IT CapEx? Because everyone and their mother are labeling regular data centers as AI data centers.


Replies

hatthewyesterday at 8:34 PM

It seems like it's specifically based on nvidia's sales, which I assume almost entirely for deep learning. "Regular" data centers don't need many GPUs.

throw0101cyesterday at 11:26 PM

> Because everyone and their mother are labeling regular data centers as AI data centers.

Companies (generally) build things with an expectation for a return on their investment: what "regular" data centre usage would necessitate these kind of build-outs?

To sell more Postgres or WordPress VMs/instances? Is that being used to justify the spending in shareholder conference calls and regulatory filings?

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