alt Hacker News> I think this is because the demand is so extreme for datacenters now
Point to _any_ analysis that says the current building boom is anything but speculation.
xAI is renting out their DC space. I think I read that Google is, too.
DC buildout is purely a gold rush. A play to be the one left standing after all the weaker players die.
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Inference is profitable and demand can't be met. They might eventually overshoot the mark but it hasn't happened yet and doesn't appear to be on the horizon.
Speculative demand is still demand.
Speculation isn't a dirty word and both can be true.
Demand is very high today and exceeds capacity. Builders think demand will continue to grow. This seems plainly correct. Firms may differ in how high demand will go, but it is still more than today.
You are trying to pick a fight with a post that isn't making the point you assume it is. All that guy is saying is that there is a rush to build them, which is objectively true.
Whether or not the datacenters return on the investment is a different question.
> xAI is renting out their DC space. I think I read that Google is, too.
You’re probably thinking of Meta. Google renting GPUs is a less recent phenomenon, to say the least.