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Could expand? I don't see the connection with the link.

For example, Google ridiculously overpaid for SpaceX AI data center capacity, by something like more than an order of magnitude, both directly and via Anthropic.

An inquisitively suspicious, not to say cynical, person might believe this was manipulation to keep SPCX from cratering completely before their lock ups expire.

that's why you also make chips... space access... robotics... energy solutions... etc.

Historically AWS and the like have done rather well with data centers and they are printing money just now.