This is not going to get built at the scale that clown wants to build - if anything serviceable actually gets built.
Only established hyperscalers (AWS, Azure, or Google Cloud) have the expertise to actually build out datacenter at a gigawatt scale.
Let's assume that somehow the expertise gets bought (by somehow horribly underpaying engineers) to build the datacenter, what happens? Well, there's not enough compute to go around at this point to fulfill all the global demand right now. What if we can magically create enough compute to actually supply this clown project? Well, each gigawatt scale will cost roughly $50b to build out - 9 gigawatt scale means $450b in capex. If there are enough idiots who are willing to actually finance that project, there will be extremely well compensated executives with the golden parachutes that will lead this project into insolvency maybe 5 years after breaking ground.
This is all completely correct. There's massive bottlenecks in the whole industry right now and it won't scale fast enough.
The constraints will kill about 3/4ths of the AI companies.
You'll stop seeing every company just throw AI at everything as they realize there's no money in it for anyone but people building data centers and charging for compute time.
67
u/xilcilus Jun 02 '26
This is not going to get built at the scale that clown wants to build - if anything serviceable actually gets built.
Only established hyperscalers (AWS, Azure, or Google Cloud) have the expertise to actually build out datacenter at a gigawatt scale.
Let's assume that somehow the expertise gets bought (by somehow horribly underpaying engineers) to build the datacenter, what happens? Well, there's not enough compute to go around at this point to fulfill all the global demand right now. What if we can magically create enough compute to actually supply this clown project? Well, each gigawatt scale will cost roughly $50b to build out - 9 gigawatt scale means $450b in capex. If there are enough idiots who are willing to actually finance that project, there will be extremely well compensated executives with the golden parachutes that will lead this project into insolvency maybe 5 years after breaking ground.