Re:AI CapEx Is Eating the Economy
by mad0 on Saturday July 19, 2025 @12:28PM
(#44616873)
I think this is because the infra is already built and so there is no incentive to upgrade, since you won't get more customers, aside maybe taking them from competition. Afaik even the latter might be an issue, because typically you get whatever provider that is in the given building, so the provider wont get any new customers.
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