Aren't there only a handful of companies need compute and can build datacenters? This isn't aws building more regions is it?
Also recently I was surprised and not surprised to find people are making anti ai like their identity now. Like there's a reddit community dedicated to this
So my guess is that what is driving the need is that (speculated) 100x the next major models.
There's only so many companies involved as far as I can tell,but these datacenter stories seem everywhere?
The big providers lease capacity in addition to their own capital investments. It helps them hedge risk. When the merry go round stops on AI, these will all go bankrupt, and H100s will be like a circa 2001 Aeron chair.