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WSHazel

(935 posts)
1. Data Centers could be heading for a reckoning
Thu Jul 2, 2026, 11:57 AM
Yesterday

This sector is on its way to significant overcapacity, which will kill all of them. I would be surprised if even half of the data centers that have been announced are ever built. Meta and SpaceX trying to sell their compute capacity is a big sell signal.

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