I guess this is the source for the push for the new data centers. I can sort of understand the reason the accounts like it. From a developer standpoint, outside of production where you want regional redundancy, I don't understand wanting to push so much work to "someone else's computer" that you don't have full control over it and where you can make the accountants and VPs pull there hair out because you ran a development process a few extra times and now they have a computer bill they weren't expecting, bu

Cloud /*.ai over-reach in media/data/IP/energy really strikes home to me. The more cloud* tends to consumes ALL resources the more "successful" it becomes . I grew up in Scranton Pa, where coal-mining dominated local culture and consumed/destroyed most other forms of employment. Not just during 1860-->1960, but long after, when underground coal-fires polluted ground-surface and air. Scranton became ... and remains an economic/cultural shell ( it does manufacture 155 mm shells for Ukraine ). I see the grasp of cloud/*.ai following the same meme, but on a nationwide scale. Coal mining raped a gorgeous Lackawanna Valley and tried swallowing the Susquehanna River, leaving nothing behind , but a few wealthy families and toxic waste. Now is the time to ensure cloud / .ai doesn't do the same nationally.

So the companies that owe that trillion dollars are a trillion dollars in debt? What happens when this trillion dollar backlog just doesn't happen because the companies that booked it disappear because they can't service their trillion dollar debt? Sounds like it's time to head for the door...

I can't speak to all of the areas that contribute to AI backlog (like capital allocation, systems integration, networking availability, etc). But from a data centre standpoint it is a real struggle. The general timeline to get from requirements to signature on a data centre lease is about three months if all goes well (assuming you are not self-performing). Once that is signed a DC project takes about two years from conception to RFS (ready-for-service) where you can start rolling in racks. A LOT goes into that timeframe: Ordering LLE (Long-Lead Equipment (generators have a 24+ month lead time right now)), securing permits, securing power, securing a EOR (Engineer of Record) and getting the design done, land preparation, construction crews and materials, etc.

And that is all just to get a "powered shell": what we call a building with at least two diverse sources of utility power, gens, transformers, power switch gear, static UPSs (if they are being used), chillers, pumps and piping, etc. You still can't roll in racks until you have a fit-out design (PDUs, RPPs, whips, busway, FWUs (Fan Wall Units) or CRAHs (Computer Room Air Handlers), temp and humidity sensors, etc. It takes about a YEAR from the time you get the fit-out design to the time when you can roll in racks (but it is possible to line up fit-out works with RFS if you get the design early enough).

Everybody is looking for some creative solutions to speed things up, but data centre deployments are complex (I deal with well over 1000 individual requirements per project) and there are a lot of supply chain constraints. Most of the hyperscalers are juggling 20+ simultaneous projects, it's burning people out and there is a lot of churn in the business (making it worse).

If we spent that 1 trillion dollars on renewable energy or housing or infrastructure spending or literally anything that benefits you personally instead of just letting billionaires do whatever the fuck benefits them the most.

At a certain point you have to start asking if the structure of our civilization benefits you or not.

If you're over 65 you're probably going to die before the damage is done but if you're under 65 you either need to start asking that question or you need to start picking out yo

If I'm reading this right, pretty much the companies are overbooked, with not enough data centers to handle the incoming workloads? Or is this meaning that their clients are in arrears?

I have been worried about a "cloud cliff". In previous recessions, businesses could weather bad times by dropping service plans, not updating (when updates were paid), or even going on the high seas and surviving that route. Now, with cloud subscriptions, if a company can't afford to make their cloud bill, there is no redu

I wonder if they'll deliver before the bubble pops