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A comment on IBM CEO says there is 'no way' spending on AI data centers will pay off. Parent comment

Re:IBM CEO says there is 'no way' spending on AI data center... by HWR_14 on Tuesday December 02, 2025 @02:31PM (#46125574)
It depends on how much profit you are making. As long as you can still be profitable on the old hardware you don't have to upgrade.
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Re:IBM CEO says there is 'no way' spending on AI data center... by AstroBen on Tuesday December 02, 2025 @07:30PM (#46128828)
That's the thing though: a competitor with better power efficiency can undercut you and take your customers
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Re:IBM CEO says there is 'no way' spending on AI data center... by tzs on Tuesday December 02, 2025 @09:51PM (#46129740)
Or they could charge the same as you and make more money per customer. If they already have as many customers as they can handle doing that may be better than buying hardware to support a larger number of customers.
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