points by burnerRhodov3 2 days ago | 0 comments
I'm at Texas A&M for mech e, I fly my drone sometimes at some of the data centers being built around here/ The Tesla construction up in Austin. The scale is... unbeleivable. I guess i never really realized how much money these companies (Google, microsoft, etc.) have... I just made an Excel sheet based off the slides you showed. It's around $1.55T in GPU's alone...? WTF? With a fucking T! Google is generating $476B forward a year tho...
What happens when companies have more GDP than the united states? Because i though the two would be correlated since American companies, but i guess if you can sell to a global market and the government can only tax it's citizens, that's kinda the inevitable outcome.
These hyperscalers are issuing so much debt and investors are certain enough of returns they're upending global bond markets (among other factors, it's not just AI). Tons of large countries are having to mess with interest rates because the groups who used to buy their debt are already tossing their money at AI datacenters at a massive scale.
> JPMorgan Chase estimated in June that $4.1 trillion in AI-related debt will be issued through 2030, as data center companies and others tied to the AI boom race to build up capacity.
And once again that's just the debt. They're also all making many billions of dollars every quarter in revenue already, they're planning on that increasing rapidly, and dumping that cash into building as fast as they can.
https://www.cnbc.com/2026/09/27/debt-hungry-data-center-comp...
So yeah, your napkin math of them spending trillions on datacenter builds you used to try and illustrate how impossible that could be...yeah...that's been the plan for a while. It's an insane number, but that's the number.