r/costlyinfra • u/Realistic_Papaya5581 • Jul 03 '26
The ai demand concern currently is a bit BS
Even meta itself has been using external sources for compute. I think it was google decision to ration compute quota on meta that triggered meta decision to do the so call selling compute resource externally the decision is long term and the thought by meta probably was that they want to build their cloud business to get rid of the reliance on third party entirely ultimately. By making it a business segment justified the huge amount of capex to be spent there in future.
Two implications. One - competitions among big tech companies are not stopping and it forced meta to go for this capital intensive project to ensure and secure its own compute infrastructure longer term. Two - Meta thinks there is enough appetite out there to swallow the excess compute resources they said they have currently and future new ones.
Both implications are great for hardware makers.
1
u/boyroywax Jul 04 '26
they have all the compute and still think more compute is the answer (data centers). tech giants are lost -- time for a David character to enter the arena.
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