This billion is a forced "social tax" on the AI revolution. Hyperscalers can no longer buy land and erect concrete server farms without limits. Local communities and eco-activists are aggressively blocking construction, outraged by the colossal consumption of electricity and water resources by cooling systems. For the B2B macroeconomic market, this fund means that the hidden costs (CAPEX) of deploying capacities continue to rise. The increase in construction costs will inevitably lead to higher tariffs for cloud APIs for the end corporate consumer.
Source: Amazon / Reuters / GeekWire
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