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SBud's avatar

Insurrectionists against America’s moving forward technologically use fear, fear, and more fear to confuse the people. Alexander Muse has written a careful analysis based on research and backed by empirical evidence! And, yes, large Data Centers have been among us since the early years of Silicon Valley and living amongst them never made anyone afraid—in fact, they were surrounded by some upscale shopping and eateries!!! Also, there were jobs galore!!!

RSM's avatar

Downtown Commercial Office Real Estate is dying all across major US cities. Plenty of perfectly good large buildings with existing power, water, and backbone IP network access that are being liquidated for 10% of the "Extend and Pretend" REIT book valuations. AI can't afford gigantic data centers at current construction costs long term. Investors are going to stop subsidizing AI data centers at some point. The average ChatGPT Plus customer won't / can't afford to pay 10X - 100X fully loaded token-based recurring revenue billing rates. AI and legacy CRE data centers will find an equilibrium that provides an actual positive NPV. The math of forever spending 100 to get 10 has never worked.

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