[sdf2erf]

In a bizarre way all these new datacentre build outs may have 'fake demand' because of how inefficiently software gets produced.

[zozbot234]

Much of the new datacenter capacity is for GPU-based training or inference, which are highly optimized already. But there's plenty of scope for optimizing other, more general workloads with some help from AI. DRAM has become far more expensive and a lot of DRAM use on the server is just plain waste that can be optimized away. Same for high-performance SSDs.