Does anyone know what's included in "datacenter capex"? In particular, does that include spending for associated power generation? Because whether or not the AI craze pans out, if we've built a whole bunch of power plants (and especially solar, wind, hydro, etc) that would be a big win.
You can't run a data center on solar or wind (even w/ batteries included). Everything they're building runs on gas & coal like what Musk got running for xAI.