[polar8]

Cloud and AI infra already pull in $300B+ a year. Data center vacancy under 1% and they’re power utility constrained. The fiber guys built ahead of demand, these guys are printing money and can’t build new printers fast enough.

[hagbarth]

But Meta specifically needs returns from AI products to justify the capex. Google and Microsoft eg. have profitable cloud businesses from where they can rent out GPU compute. Meta’s bet is far more risky.

[baxtr]

True. But then again they own the consumer side.

If Meta hadn’t invested in AI recommendations a while back they would have lost against TikTok big time.

[pfannkuchen]

Is the edge node revenue in the customer/infra graph from investor spend or customer spend? Almost certainly the former, right?