11–20 of 60 posts
I don't get the economics behind building AI DCs in the UK instead of a middle income country near the equator where there's plentiful solar or fossil fuels. Labor and land is expensive, energy is scarce and expensive, and colocation is not that valuable because latency is dominated by compute instead of transmission. But there must be a good reason I am missing.
Chat, why do we hear so little about banks no longer funding mega data centers? Noise or signal?
I think it’s lagging indicator. There were signs of saturation in the end of 2025. From 2025 to March 2026 average developer ai spent gone from $20/mo to at least $200. In my company it’s $1000-1500/mo to anthropic only. In many cases this 20x+ increase over 3 mo. This is going in other industries too. Claude cowork is just an example and beginning of the trend. Show me any product that / company that charge you 20x…
Would I be paying 20€ to ask those questions? I dunno, i dont feel any particular need. Would I be paying 200€?! Are you insane hell no
I don't get the economics behind building AI DCs in the UK instead of a middle income country near the equator where there's plentiful solar or fossil fuels. Labor and land is expensive, energy is scarce and expensive, and colocation is not that valuable because latency is dominated by compute instead of transmission. But there must be a good reason I am missing.
I don't get the economics behind building AI DCs in the UK instead of a middle income country near the equator where there's plentiful solar or fossil fuels. Labor and land is expensive, energy is scarce and expensive, and colocation is not that valuable because latency is dominated by compute instead of transmission. But there must be a good reason I am missing.
However what it does allow all these companies investing to do is fund significant capital expenditure but hide it on their balance sheet. They all know if they funded capex directly it would create a deprecation storm that would tank their future earnings. Instead they give the money to another entity to do the building and magically it’s (the equity) now just an asset on their balance sheet with no deprecation. It’s “worth” a lot as a line item there, but only because the hype driving this financial engineering keeps the shares valuable.
Meanwhile the startup isn’t public and thus the fact that it has this massive deprecation on the books is mostly out of sight and out of mind, with some random sky high valuation that’s not based in any normal sense of business reality.
That all works great… until the bubble busts of course.
Chat, why do we hear so little about banks no longer funding mega data centers? Noise or signal?
I think it’s lagging indicator. There were signs of saturation in the end of 2025. From 2025 to March 2026 average developer ai spent gone from $20/mo to at least $200. In my company it’s $1000-1500/mo to anthropic only. In many cases this 20x+ increase over 3 mo. This is going in other industries too. Claude cowork is just an example and beginning of the trend. Show me any product that / company that charge you 20x…
I mean, I imagine some top% vibe coding bros paying 200$. I would require some serious evidence that the average developer pays for it.
I certainly wouldn't. It's moderately useful, but not 200$/mo useful.
I don't get the economics behind building AI DCs in the UK instead of a middle income country near the equator where there's plentiful solar or fossil fuels. Labor and land is expensive, energy is scarce and expensive, and colocation is not that valuable because latency is dominated by compute instead of transmission. But there must be a good reason I am missing.
Sovereignty, the days of peaceful geopoltics are behind us.
I don't get the economics behind building AI DCs in the UK instead of a middle income country near the equator where there's plentiful solar or fossil fuels. Labor and land is expensive, energy is scarce and expensive, and colocation is not that valuable because latency is dominated by compute instead of transmission. But there must be a good reason I am missing.
Earlier quoted context omitted.
I think it’s lagging indicator. There were signs of saturation in the end of 2025. From 2025 to March 2026 average developer ai spent gone from $20/mo to at least $200. In my company it’s $1000-1500/mo to anthropic only. In many cases this 20x+ increase over 3 mo. This is going in other industries too. Claude cowork is just an example and beginning of the trend. Show me any product that / company that charge you 20x…
I dont know what world you/I are living in. I do ask claude to enumerate/explain concepts i am not familiar with. I never approached the free tier limit (is there one?). At work, we have a webpage which ia basically a chat to different models, sometimes i use it Would I be paying 20€ to ask those questions? I dunno, i dont feel any particular need. Would I be paying 200€?! Are you insane hell no
Earlier quoted context omitted.
I think it’s lagging indicator. There were signs of saturation in the end of 2025. From 2025 to March 2026 average developer ai spent gone from $20/mo to at least $200. In my company it’s $1000-1500/mo to anthropic only. In many cases this 20x+ increase over 3 mo. This is going in other industries too. Claude cowork is just an example and beginning of the trend. Show me any product that / company that charge you 20x…
Eh? Is the average developer paying 200$ a month? I mean, I imagine some top% vibe coding bros paying 200$. I would require some serious evidence that the average developer pays for it. I certainly wouldn't. It's moderately useful, but not 200$/mo useful.
And I doubt someone can have the cognitive load to follow 10 Claude max. Let alone 1.