As the author says: this capex isn’t a railroad, it’s a very expensive immediately depreciating asset.
We should be so lucky
Maybe there will be a benefit from the additional power generation and infrastructure that will still be available if the data centers don’t need it.
Can’t believe I have to state the obvious and say that is only a potential gain if the power/cooling is from renewable sources. But I do
Maybe there will be a benefit from the additional power generation and infrastructure that will still be available if the data centers don’t need it.
Can’t believe I have to state the obvious and say that is only a potential gain if the power/cooling is from renewable sources. But I do