How many cancellations and delays before we can get a fire sale on all that hardware that was supposed to go in those data centers?
this post was submitted on 08 Jul 2026
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So hardware cost will go down. Right?.... Right? :lolsob:
Almost half? nowhere near enough. We gotta get to it being "all".
Exactly. Those are rookie numbers keep working together and getting more people active as a collective unit!!! Power to the people!!!
Also we want our damn RAM and pre-Trump lower prices back!!! We will get there in time!!
We can do better!
Finally found some good news this morning.
We could really use more good news focused communities on Piefed/Lemmy
Note that this article is from 2 April 2026, so by now the number could be even higher.
Actually, no.
Not at all:
The AI infrastructure buildout is entering a new phase: Tech companies are doubling down on AI.
Graph Source: Bloomberg.
US tech companies are committing to spend a record $850 billion on data center leases over the next several years.
This marks a +$570 billion YoY increase, or +204%, and +$200 billion QoQ increase, or +31%.
Meta, $META, added the most in Q1 2026, committing +$79 billion in new leases, a +76% QoQ increase, bringing its total to ~$183 billion.
At the same time, Microsoft, $MSFT, added +$41 billion, a +26% QoQ increase, bringing its total to ~$197 billion.
Oracle leads with the largest total commitments at ~$250 billion, having already secured many of the key sites needed to fulfill its contract with OpenAI.
Source: The Kobeissi Letter.
That's committed spend. What does that have to do with delayed or cancelled data center build-outs? Those commitments could be delayed or cancelled in the future as well. After all, the name of the game for this AI bubble has been to put up ridiculous numbers and keep increasing them, physical reality be damned.
Oh beep. I'm glad you brought data and sources and it was well-researched but did it have to be bad news?
Is that the sound of a needle contacting a bubble I hear?
Good start
I knew it. I after with the sentiment this is a good thing, but it’s really bad for domestic manufacturing. A few of my friends work in manufacturing and their companies are already ramping up assuming these contracts will be fulfilled. I warned them that there may be a rug-pull coming and here it is…
Lol, at least half. Maybe 10% actually hooked up
Isn't this one of Zitron's oft-cited horsemen?
He's mentioned in the third paragraph of the link. But yes, it is. In order for it to be "worth" burning a trillion dollars every year on AI, then there has to be a time in the near future, 2030 or so, where AI will be making unimaginable trillions. If the datacentres aren't being built, then that money can't possibly be coming in as planned. That makes the massive investment in NVidia's GPUs look extremely shaky - why buy them if they'll never be turned on? - and it means Oracle will be completely in the shit.
Ed's arguments have been, "if any link in the chain fails, the whole thing falls down". I think he'd been leaning towards "banks being unwilling to keep financing datacentre builds on debt" as the most likely stumbling block, but just being unable to power the damned things for want of infrastructure and skilled engineering, as here, is a problem he talks about frequently too.
He thinks it's likely it'll bring down the entire tech industry, since they're now full of idiotic MBAs with no other big ideas. And frankly, it's about time.
donaldglover.gif
Good.
Why does a vision of mobs with torches and bulldozers come to mind?