How low can colo go, asks JLL, as datacenter vacancy rates near zero

Colocation capacity in North American datacenters has dropped to a record low, with much of the construction pipeline already pre-leased, making this a key brake on growth. Keeping up with demand could take as much as $1 trillion in fresh datacenter builds before the decade is out. The latest North America Datacenter Report …

[ecofeco]

Spying is expensive

Big brother MUST know which hand you wipe your arse with!

[Paul Herber]

Re: Spying is expensive

What's the point of being a multi-billionaire if you have to wipe your own arse?

[Anonymous Coward]

So, AI *will* be the cause of human extinction, but not in the way we thought!

[abend0c4]

Low risk and stable cash flows

I'm old enough to remember the first bit barn bubble. It was low risk and stable until it suddenly wasn't and customers were negotiating with receivers to extract their equipment from shuttered sheds.

But adding power supply uncertainty will turn it into a sure bet this time around...

[ecofeco]

Re: Low risk and stable cash flows

bUt iT's dIffErent tHis tIme!

[Anonymous Coward]

Re: Low risk and stable cash flows

There will be plenty space once the A.I. Bubble Bursts.

You’ll just need to find some electrical recyclers that will take all of the NVidia A100/H100’s and associated garbage with them unless it can be repurposed somehow.

[CapeCarl]

Toaster ovens?

Perhaps a new biz model, post AI bubble pop, would be to create a gaming console / toaster oven eco system out of cast off A/H100's.

...The cooling system implies an almost infinite supply of bread or bagels that need toasting however. Hmmm.