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- Hacker News
- As long as Nvidia pays you to buy Nvidia, which the stock market increasingly does not like.
RAM manufacturers are falling, and today after the MSFT numbers are out we'll see additional CapEx worries.
by Zsfe510asG - Why should software companies hire electricians and carpenters by the thousands?
Because these are not AI companies, these are infrastructure companies as their main source of revenue and cost is renting and building infrastructure.
by Frieren - Next, plumbers. The future of data centers seems to be more liquid cooling and less ductwork. Take a look at this new 1 megawatt server rack.[1] It has more pipes than cables. All that coolant flow and all that electrical power in a crowded space is scary.by Animats
- The next demand for those trades will be for war plants.
For those who haven't noticed, the US/Israel/Iran war and the Ukraine/Russia war just merged. Countries currently shooting at each other: Ukraine, Russia, Iran, Israel, US, UAE, Saudi Arabia, Lebanon, Iraq, Yemen, Jordan, Egypt, Bahrain, Kuwait... See the lead story in the New York Times for the past two days.
This war has crossed an important threshold. No pair of countries, one on each side, can stop the war now. The US and Iran can no longer stop it alone. Ukraine and Russia can no longer stop it alone. This is very like WWI - too many combatants with differing motivations. This much isn't a projection. This is the current reality.
It looks like a long war. Expect a very large, expensive military buildup. That's going to need war plants, built in a hurry. Ammunition. Weapons. Drones by the millions.
by Animats - It's nice to hear tradespeople getting paid well with lots of work. I'm happy for them :-)by kristov
- I would be very careful about basing your career decsions based on this trend. The data center build out will always be very boom and bust, which would really suck to work in. One year you would be making 300k working on dataceters and the next you would make 30k because thousands of electricians are now competing to build a few single family homes.by kvisner
- by xur17
- by eddyg