Big tech's trillion-dollar bet on data centers just got pushback from an unexpected source. IBM's chief executive threw cold water on the infrastructure spending spree, questioning whether massive capital poured into these facilities will ever generate positive returns. The skepticism comes as cloud providers and AI companies race to build compute capacity at unprecedented scale. While others chase expansion, one industry veteran is asking the uncomfortable question: can this math actually work?
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EntryPositionAnalyst
· 14h ago
IBM CEO’s recent remarks are quite interesting. Big tech companies are burning through cash to build data centers, but whether they’ll actually be able to recoup their investments is a real question.
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ContractHunter
· 12-05 02:53
Haha, the IBM CEO's words are like slamming the brakes on a crazy arms race. Can you really make money from this, or is it, to put it bluntly, just a money-burning game?
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TaxEvader
· 12-05 02:46
Damn, IBM, this old relic finally said something sensible. Who would dare take on this pile of money-burning data center bombs?
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Layer2Observer
· 12-05 02:36
Let's look at the data... What IBM's CEO said is indeed interesting. From an engineering perspective, the ROI model of this round of data center arms race still needs further validation. The big companies are burning money to expand, but can computing power really be converted into business value? There's a misconception that needs to be clarified here—capacity ≠ demand. We need to dig into the actual utilization rate from the source code level...
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gaslight_gasfeez
· 12-05 02:30
IBM's CEO is absolutely right. Can all this crazily burning money to build data centers really pay off?
Big tech's trillion-dollar bet on data centers just got pushback from an unexpected source. IBM's chief executive threw cold water on the infrastructure spending spree, questioning whether massive capital poured into these facilities will ever generate positive returns. The skepticism comes as cloud providers and AI companies race to build compute capacity at unprecedented scale. While others chase expansion, one industry veteran is asking the uncomfortable question: can this math actually work?