alt Hacker NewsThey have to transform the world more than whatever the bond rate is right now, (which admittedly is increasing). I'm not sure that that's greater than office software, digital banking etc. But I don't think it's as high a bar as some people think.
They have to transform the world more than whatever the bond rate is right now, (which admittedly is increasing). I'm not sure that that's greater than office software, digital banking etc. But I don't think it's as high a bar as some people think.
From a paying back data centre debt point of view, yeah. The equity valuations on the other hand are priced for total transformation in the short term.
And is there enough business or computer demand for all the data centers we're building? I don't think anyone has an answer to that.