Ben Bajarin· @BenBajarin · X·· 2 天前AI 评分37
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2008年，业界对 AWS 的情绪是高度怀疑，认为企业绝不会愿意把关键工作负载迁移到云上。 当时也有响亮的声音说同样的话：他们在基础设施上的投资永远不会有回报。
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正文
Sentiment in 2008 around AWS was a high degree of skepticism that business would ever want to move critical workloads to the cloud.
Loud voices then said the same that their investment in infrastructure would never pay off.
Whoa. Doubling down. Literally!! ~$200B of “backstopping” of which HALF is “residual value guarantees” which means more lease backing (now ~$500B) IF the leases don’t renew. Big Bet - Big Risk Future AI data center value is pure speculation! Bit it keeps the shell game going.在 X 查看被引用的帖子
来源：Ben Bajarin · x.com