There's a heap of civil construction, systems integration, electricity supply and cooling arbitrage going on as well as a land grab. If you can invest in land zoned for a DC or in supply and distribution of power or in tilt slab concrete systems, you're going to make a lot of money.
Or, if you broker premade DC to new cashed up clients as the olds tank and you pick it up in a fire sale.
If GS say there's money to be made I suspect they aren't wrong, even if I am an AI skeptic.
sema4hacker•3mo ago
giuliomagnifico•3mo ago
They’re saying that:
> "Generative AI still appears set to deliver a rapid acceleration in task automation that will drive labor cost savings and boost productivity, with our baseline estimates suggesting a 15% gross uplift to economy-wide US labor productivity following full adoption," the company wrote.
>It expects that adoption to take place over the next 10 years.
>The only possible hiccup, Goldman wrote, was that investors are betting heavily on companies early in the process. First movers are not always the ultimate winners in battles like this.
For example the adoption of generative AI in china is only at 35%.
There’s still lot of space.