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Technology Stocks : Artificial Intelligence, Robotics, Chat bots - ChatGPT
NVDA 203.07+0.1%3:55 PM EDT

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To: zax who wrote (5371)9/29/2025 11:21:25 AM
From: Elroy  Read Replies (2) of 5468
 
How does NBIS (down the road) do anything other than end in tears?

They are spending and spending to build AI data centers, which likely are nearly "out of date" in 5 years, and hope to sell AI data center services, even though every country and large enterprise and big tech company is also building AI data centers.

How can it possible be a good company strategy to build the same thing that everyone else is building, at a massive upfront cash cost, and down the road you make a ton of money selling AI data center services?

Has any company ever succeeded in something as capital equipment intensive as this?
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