this post was submitted on 26 May 2026
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Very difficult project to track data for. Major difficulty is that capex budgets are like share buyback budgets. Implementation speed subject to change. It's hard to measure revenue/profitability because AI credits tend to be bonus perks for enterprise customers, and in Meta's case they use it for better brainwashing/ad revenue.
The best way to measure Bubbliciousness is trends in spot GPU rentals. Nvidia has been selling more datacenter GPUs than datacenters completion for over 1 year. Those GPUs filter down to tier 2 providers because they cost $1.30 to $2.70 per hour to just sit in a warehouse. Anthropic's deal to replace grok at Colossus 1 has significantly reduced tier 2 provider usage, and those spot rates have collapsed below their runcosts. https://lemmy.ca/comment/23443450