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A comment on Bezos says AI is in an industrial bubble. Parent comment

Re:Bezos says AI is in an industrial bubble by master_crab on Friday October 03, 2025 @06:09PM (#45468412)
This is true. It’s probably 2-3 times as long as a GPU chip. But it’s still probably half or a quarter of the depreciation timeline of a carrier fiber line.
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Re:Bezos says AI is in an industrial bubble by bobthepanda on Friday October 03, 2025 @08:57PM (#45469524)
Even if the building itself is condemnable, what it took to build it out is still valuable.

To give a different example, right now, some of the most prized sites for renewable energy are former coal plant sites, because they already have big fat transmission lines ready to go. Yesterday's industrial parks are now today's gentrifying urban districts, and so on.

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Re:Bezos says AI is in an industrial bubble by master_crab on Saturday October 04, 2025 @11:14AM (#45473900)
That’s true. The permitting is already dealt with, and that’s substantial lead time on any data center build.

Evnn moreso for carrier lines of course. Nimbyism is a strong block on right-of-way needs (except the undersea ones obviously).

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