Dec. 3 at 4:26 PM
$SPY Atleast one spoke the truth ha!
$IBM CEO says that at today’s costs it takes about
$80B to build & fill a 1 GW AI data center, so the ~100 GW of announced capacity implies roughly
$8T of capex & “no way you’re going to get a return on that,” since you’d need “about
$800B of profit just to pay for the interest”