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Is it possible to take something out of context if it was never stated?
even running Ping's number. the universe has a sense of humor.
Incorrect. I showed that the number of users and online services has increased dramatically since 2021, and I provided numbers supporting that. I found those facts through simple searches and shared them. If your argument is that increased demand for cloud storage contributes to demand for data centers, then yes, that is also accurate. SaaS, cloud computing, storage and streaming have all exploded over the past five years. Demand has increased. That is not an assertion. It is a fact.
Your claim that individual cloud storage is “essentially free” does not demonstrate that supply overwhelms demand. It means the user is not always paying directly. Free Google accounts are supported by advertising, data-driven services and paid upgrades. The storage still requires servers, facilities, electricity, cooling, networking, maintenance and employees. Free to the individual does not mean free to provide.
I didn’t pivot. You sarcastically asked, “How much does a Google account cost these days?” Well, that depends. Are you using the free service? Then advertising and the broader Google business model are paying for it: https://fourweekmba.com/google-revenue-breakdown/ See above. Are you paying for Google Workspace? https://workspace.google.com/pricing Then there is AWS: https://aws.amazon.com/pricing/ And Microsoft Azure: https://azure.microsoft.com/en-us/pricing/calculator
These companies sell computing power, storage, databases, software and other cloud services to businesses of every size. Saying the entire industry exists primarily because governments give money to contractors does not make that true. Comparing it to carbon-reduction spending doesn’t establish it either.
You are trying to disprove a point I never made while offering claims of your own without supporting them.
I don’t know what you do for a living. Personally, I have worked with some form of web services since 1995, so much of this has been part of my day-to-day experience for more than 30 years. I provided the information, invited you to check it and asked you to show me where it was wrong.
I also wrote this in an earlier post:
Now you are telling me that your own industry is experiencing increased demand because of data-center construction. You say it is raising costs across the board because established manufacturing markets cannot produce enough raw materials to meet demand. That doesn’t contradict me. That is precisely what I said. You are repeating my argument and supporting it with your own day-to-day experience.
So, thank you. We agree.
Why do you think supply is currently constrained?
The demand I see is for the construction of data centers, not demand for increased data supply.
The facts you shared show usage is increasing, but don't show supply is constrained.
All other markets where the consumer is not directly paying is because there is higher supply than demand OR govt money has influenced demand.
Why would this be any different?
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Supply IS constrained. These hyper scale data centers can’t be built fast enough.
Fast enough for what?
Nearly all LLM uses could be done locally on a macbook or sold as a $200 local AI box…
The hyperscales data centres are only needed for two reason. 1/ expanding the US’s surveillance state and 2/ manufacturing a sense of ‘demand’ so the companies dont crash to zero. Which is why every second week theres a claim of AI breaking containment to show its ‘power’ and every other week a new unsubstantiated claim of their future income levels…
Its all a fugazi
This is where you lose me. The surveillance state is not being built through hyperscale data centers in America. That already done. NSA in Maryland and the Utah Data Center which opened in 2014. I did the math for you, combined its 7.8 Million sqft, OR 724,650 sq meters.(holy shit) Flock cameras are tiny by comparison to the total data center capacity.
Yes, you can run an LLM on a $200 Apple it is so slow compared to the Web AI connections. Like riding a 110 over a SX track. Can be done, but hell man.
You’re an interesting sort. You claim to understand the entire market because you see one part of it in your day-to-day work, yet you refuse to look beyond it. Every time someone orders an Uber, joins a Zoom meeting, streams a movie, edits a photo through Adobe, shops on Amazon or orders motorcycle parts from Rocky Mountain ATV/MC, they are connecting to a data center. Over the years the demand has increased.
Online (one day) Black Friday spending:
2015: $2.74 billion
2025: $11.8 billion
Does this help illustrate how it could be constrained? As you said: "The internet existed before data centers." That is a 331% increase. Overall inflation from 2015 to 2025 was stated at 36%
Perhaps you’re looking at the construction boom and thinking, This is just construction demand. Government incentives and speculative investment are absolutely contributing to the speed of construction. That does not mean the underlying demand is imaginary. Both things can be true.
This all comes back to the statement. "Complaining about data centers while using the internet that runs through a data center to post said comment is a little bit ironic" I hope this helps you see the irony.
It's only ironic if you believe there's not enough data to go around.
Again, why would you believe that if all of your data needs are met for essentially no cost?
Ask your AI to tell you the current maximum data capacity in the US. It should be on everyones' radar if supply is constrained enough that it necesitate building 100x the infrastructure.
The gap is closing. It's close
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