On the FAANG/MAAMA, he said explicitly some winners but a whole lot of losers, so you are agreeing with him. Of those titans, only Amazon and Google were arguably dot com darlings. Apple was pretty much left out of it and in bad shape, Microsoft did “ok” but was not really a darling of that bubble. Facebook, Netflix didn’t exist.
The data center explosion has everything to do with the AI boom. That’s the only change around the recent inflection point of growth. They were certainly prolific, but this is beyond. They are now demanding incredibly more power and cooling density than before. OpenAI by itself made purchasing commitments to the tune of 40 percent of the entire supply of ram production across all industries. Probably 75 to 80 percent of the recent plans would not have happened if not for the LLM craze.
On the FAANG/MAAMA, he said explicitly some winners but a whole lot of losers, so you are agreeing with him. Of those titans, only Amazon and Google were arguably dot com darlings. Apple was pretty much left out of it and in bad shape, Microsoft did “ok” but was not really a darling of that bubble. Facebook, Netflix didn’t exist.
The data center explosion has everything to do with the AI boom. That’s the only change around the recent inflection point of growth. They were certainly prolific, but this is beyond. They are now demanding incredibly more power and cooling density than before. OpenAI by itself made purchasing commitments to the tune of 40 percent of the entire supply of ram production across all industries. Probably 75 to 80 percent of the recent plans would not have happened if not for the LLM craze.