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