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williamdclt
13 hours ago
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xAI is looking more like a datacentre REIT than a ...
So, temporary situation then. That's a pretty short period with no paradigm shift, just a delay in capacity.
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__blockcipher__
10 hours ago
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It’s gonna take a lot longer than mid 2027. 2029 earliest IMO. Hyperscaler spend is basically already spoken for the next 2 years.
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