The Gigabucks Going Into Datacenter Gigawatts
TheNextPlatform, Monday, February 3rd, 2025
The only thing that takes longer to bring online slower than a datacenter is a chip foundry, which is unfortunate for a lot of different reasons.
But for those who want to invest in either, given the explosion of interest in GenAI and the enormous funds that companies of all sizes and stripes are willing to spend on it, the return on investment for AI datacenters is higher and quicker, and a whole lot less risky.
Which is why datacenter spending is absolutely booming this year and into the foreseeable future. This datacenter buildout is the best leading indicator of GenAI spending, or perhaps more accurately, the exuberance with GenAI spending is leading to the enthusiasm for building datacenters.