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Re:The murky economics of the data-centre investment boom by metadat on Tuesday October 07, 2025 @09:05PM (#45510870)
Remember a year and a half ago when we all scoffed at the prospect of multi-trillion dollar global AI infrastructure build out? Now it's happening.

How much is dumb money, though? That's the real question which remains highly relevant post dotcom bust.

Re:The murky economics of the data-centre investment boom by tim333 on Wednesday October 08, 2025 @06:48AM (#45514595)
And how much of the money even exists. I remember earlier in the year Altman saying they were spending $500bn on the Stargate project and Must saying he had less than $10bn in actual funds.

It wouldn't surprise me if much of the $1tn most doesn't turn up and the bubble bursts before 1/10th or that becomes real.