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shaewesttoday at 4:34 AM1 replyview on HN

If you look at it from the perspective of the current US administration, they see that almost all GDP growth in the past year(?) has been related to data center growth. If all of a sudden that industry is gone, you're looking at GDP stagnation or drop that looks terrible for the current party, hence the potential for a bailout.

Personally I hold the opinion that the investment into data centers would shift into something else, so no real GDP drop, but I'm not sure that's a certainty the same as 'bailout keeps the current story going'


Replies

janalsncmtoday at 4:43 AM

Imo the data centers is where things start to get scary. Anthropic and OpenAI aren’t themselves indispensable, but when all of the industries downstream of them taking on more and more debt to supply projected usage in the future I could see the USG forced to bail someone out, if only to shore up their creditors.