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Posted by nowflux 9 hours ago

Hyperscalers have already outspent most famous US megaprojects(twitter.com)
104 points | 83 commentspage 2
negura 5 hours ago|
as of november last year, data centre capex was only 60% of their revenues. which provides the bussiness justification to increase investment further
bawana 3 hours ago||
only 20% of health care spending!
therein 8 hours ago||
I really dislike the term hyperscaler. Comes off very insincere. They came up with it themselves, didn't they? What's the official definition supposed to be now? Companies that are setting up as many GPU/TPU server clusters as possible for a demand that's yet to exist?
coffeefirst 8 hours ago||
I have concluded the entire public discourse surrounding AI has no relationship to real stuff that you can go, test, and point at.

There’s a loop of everyone is saying stuff because everyone else is saying stuff that turns into a sort of reality inspired fan fiction.

It’s not just that it’s wrong or imprecise, that I expect, it’s that the folklore takes on a life of its own.

rcxdude 6 hours ago|||
Hyperscale exists as a term pre-LLM-hype. It mainly exists to describe the kind of datacenteres that companies like google and amazon have been building for at least a decade now: very large, very highly integrated and customised hardware, with a focus on cloud deployment and management strategies. This is to distinguish from just a large datacenter built with commodity server parts from a set of vendors (i.e. the kinds of servers 99% of people will be able to lay their hands on. Another way to put it is that if you're not writing your own BIOS/BMC/etc, you're probably not hyperscaling).
bombcar 8 hours ago|||
It always makes me think of a hyperactive toddler running around in circles, which oddly fits most thought leaders who use the term.
lenerdenator 8 hours ago||
That's not fair to the toddlers; their crap tends to be safely contained in a diaper as opposed to their heads.
cidd 8 hours ago|||
Nobody really uses the term in the Valley except probably C-level people talking to Wall street investors.
mikrl 7 hours ago|||
Superscaler sounds too much like superscalar…
SpicyLemonZest 8 hours ago||
Gentle reminder that the cost of producing well-formatted graphs is much, much lower than it used to be. We grew up in a world where the mere existence of this graph would prove that someone put a great deal of effort into making it, and now it does not. I have no specific reason to doubt the information, but if you want to have reliable epistemic practices, you can no longer treat random graphs you find on social media as presumptively true.
jgalt212 3 hours ago||
Just wait until the DAOs become agentic!
cactacea 7 hours ago||
Really shows where our priorities are at as a country. SMH
metalman 9 hours ago||
we, the people, are the ultimate mega project, and it's showing
throwaway27448 7 hours ago|
Further evidence that the US, for whatever reason, lacks basic ability to rationally use resources.
emp17344 9 minutes ago||
It’s just a classic bubble. They’ve happened before, and while they are irrational, the market sorts itself eventually.
guywithahat 7 hours ago||
If you adjust for GDP railroads were much more expensive, and I don't think they're viewed as a mistake https://x.com/finmoorhouse/status/2044985790212583699?s=20
ElevenLathe 5 hours ago||
It's not totally clear that the gigantic push to run rail lines through undeveloped parts of North America "ahead of demand" for reasons of genocide (aka "white settlement"), especially the transcontinental routes, was the smartest investment, even leaving aside the horrific crime it represents. We probably would have gotten greater ROI connecting more developed places on a piecemeal basis and extending the rail network more slowly in the West (and probably even more rapidly in the developed East) instead of founding new towns along brand-new rail lines. There is a reason the federal government was so involved in the finance of these things: left alone, private Eastern capital would not have done things the way they were done, which was chiefly to "open the frontier" aka accelerate the genocide.

I certainly think it was a mistake.