alt Hacker NewsSo, temporary situation then. That's a pretty short period with no paradigm shift, just a delay in capacity.
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__blockcipher__ • last Tuesday at 4:34 PM
It’s gonna take a lot longer than mid 2027. 2029 earliest IMO. Hyperscaler spend is basically already spoken for the next 2 years.
Temporary until its not.
It's the new normal, get used to it.
The MAG7 isn't pumping all their FCF + new debt issuance into DC's just for fun.
The world is seemingly moving into a era where compute is becoming expensive and scarce.
Only thing that can possibly change this is LLMs hitting a vertical unscalable wall.
More AI compute = more CPU, memory, storage needs.