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mr_toadyesterday at 11:46 PM2 repliesview on HN

The data centers have already been financed, they’re not going to stop halfway through because they’ve run out of money. Whether or not they’ll make money on completion is a different story, but that’s 2-3 years away at least. Then you might see RAM prices drop, but not before.


Replies

inigyoutoday at 12:31 AM

Financed means they have a promise to get the money, it doesn't mean they have the money.

m4rtinktoday at 12:32 AM

I would not be so sure - for example Oracle is already struggling to finance its datacenter commitments:

https://www.tomshardware.com/tech-industry/shareholders-sue-...