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Strategies & Market Trends : The Financial Collapse of 2001 Unwinding
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To: E_K_S who wrote (12859)8/4/2024 7:46:49 AM
From: elmatador  Read Replies (1) of 13783
 
The Optimization Era for data centers will come. Once a technology is new companies deploy it "cost is no objection" style. At first, covering as much footprint as they can in a very short time.
Then they optimize it for costs. Engineers and CTOs out. Accountants and CFOs in.
It is easy to predict if one is experienced in several technology generations. Take mobility for example. During the Big Mobile Buildout (BMB), investors piled up CAPEX to grab as many users as possible. Service was poor. Operations were disastrous. Do you remember having to go to your bedroom to get a signal for a 2G call in the mid-90s?
The operators needed to show their bankers that the business had legs hence counting the number of users was the key metric.
Then once it was built, the metrics changed. It became the Average Return Per User (ARPU). That was when accountants and CFOs stepped in.

Right now, you are witnessing the BDCB—the Big Data Center Buildout. Engineers are in charge.
Next, after the GPUs are up and running, the accountants and CFOs will step in.
I love to be a One-man McKinsey & Company!
Why do you have 1MW in Kenya and you are running this very 1MW workload in the EU?
No expansion for the Singapore campus. Could you send that workload to data centers in Malaysia?
I am prepared for that scenario here in Kenya and in Morocco too.
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