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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
Interview from GateDrop.
Brian Hsu is set to take on a unique challenge in September as he prepares to race the MXGP World Championship in China – he will debut Chinese manufacturer JHL Moto.
JHL Moto have largely kept their Motocross project under wraps as they have quietly developed their machines and worked to understand the European and MXGP market. Hsu has been closely involved in that process, testing both the manufacturer’s 250cc and 350cc machines and providing valuable feedback as they continue to develop their bikes.
The Taiwanese rider will race a specially prepared 350cc machine in China, with Hsu explaining that the opportunity came about through his relationship with JHL Moto and PU QingQiang. With no language or cultural barrier between Hsu and the Chinese team, the collaboration offers JHL Moto the chance to gather crucial feedback from a competitive rider while also putting their machinery in front of their home crowd. With Chinese manufacturers increasingly making their presence felt in Motocross, Hsu believes the sport is entering an exciting period, while he also isn’t ruling out a future JHL Moto presence in the MXGP paddock.
We caught up with Hsu ahead of his JHL Moto MXGP debut to discuss the project, his first impressions of the bike, JHL Moto’s ambitions, the growth of Motocross in China and whether we could one day see him lining up in MXGP for the manufacturer full-time.
GateDrop: Brian, JHL Moto, what can you tell me about this brand? They have kept things pretty quiet!
Hsu: They have been quite careful about how they approach everything. They have been working a lot behind the scenes to develop the bikes and understand the European and MXGP market before making a big entrance. It is an exciting project because there is a lot of investment and ambition behind it. They are still learning, of course, but I think they have some good ideas and they are serious about Motocross.
GateDrop: You’ll race the MXGP World Championship in China for JHL Moto. How did this all come about?
Hsu: It came together through the people involved with the project and the testing I have been doing with PU QingQiang. We started talking, I had the opportunity to try the bike and from there the relationship developed naturally. When they asked me about racing the Chinese GP, it was something I was really interested in. It is a good opportunity for me to help them with the development side but also to race and give them feedback from a competition environment as I can speak their language pretty well and understand their culture.
GateDrop: I believe you’ve tried the bike a few times, what were your first impressions?
Hsu: My first impression was actually quite positive. You have to remember that it is a new project, so you cannot compare it directly with a bike that has had 20 or 30 years of development behind it. But the base of the bike is good, the quality is insane. The engine can improve, the chassis has some positive characteristics and I could immediately see areas where we could work together to make it better.
GateDrop: Do you think the bike can perform straight away – what things can be improved on?
Hsu: I think it can perform, but obviously there is still work to do. That is normal with any new motocross bike. For me, the biggest thing is getting everything to work together – the engine character, suspension, chassis balance, electronics and overall feeling of the bike. Small things can make a big difference at this level. It is a 350cc, they only developed a 250cc. But as I cant race in the MX2 class they made me a 350cc engine to compete. The important thing is that JHL Moto are listening and they are willing to make changes. That makes my job much easier because we can test something, give feedback and then work on improving it.
GateDrop: What are the future plans for the manufacture? Do you think we can see JHL Moto contest the MXGP World Championship?
Hsu: I think that is the ambition. Obviously, I cannot speak for JHL Moto and say exactly when or how they will do it, but from the conversations I have had, they want to grow the project. The Chinese GP is an important step because they can show the bikes in front of their home crowd and collect a lot of information. Plus with a Taiwanese rider it is pretty special. Then, if everything continues in the right direction, I think it is possible we could see JHL Moto in the MXGP paddock.
GateDrop: JHL Moto also have a 250cc and will contest the Chinese GP – have you tried that bike and what’s the 250cc like? Could we see them enter MX2 and MXGP in 2026?
Hsu: Yes, I have also had the chance to ride the 250cc. It is an interesting bike and, like the 350cc, there is a good base there. As for racing MX2 or MXGP, I think we have to wait and see.
GateDrop: If we see them in the MXGP paddock next year – do you know if they will do it on their own or will they look to partner with a current team in the paddock or in Europe?
Hsu: I don’t know the exact plans at this stage. There are different ways they could approach it. For a manufacturer coming into Europe, having experienced people around you is very important, so working with an existing team or European partners could make sense.
GateDrop: China seem to be hitting Motocross hard. We’ve got JHL Moto, ZXMOTO, Kove as well as CF Moto. It’s very good for the sport, right? There must be a lot of excitement in China to get into Motocross?
Hsu: Definitely. You can see that the Chinese manufacturers are becoming much more interested in off-road and motocross, and that brings investment, technology and new people into the sport. There is also a huge market in China, so if motocross continues to grow there, it could become very important. For me, it is exciting to be involved at this stage and to see how quickly things can develop.
GateDrop: You’ve rode a lot of bikes – including the Stark and now JHL Moto. You must be a good rider to develop and test bikes?
Hsu: I have been lucky to ride a lot of different bikes and work with different manufacturers, so I have learned that every bike has its own characteristics. When you are testing, you need to be able to explain what you are feeling and, more importantly, explain what you think needs to change. It is not just about riding fast. And plus I don’t have any language barrier and culture experience to interact with people around the globe. I really enjoy that side of motocross. Trying something, giving feedback and then feeling the improvement when you go back out is very satisfying.
GateDrop: Maybe we will see you race the MXGP World Championship in 2027 for JHL Moto (laughs)?
Hsu: (laughs) You never know! For now, my focus is on the Chinese GP for this weekend and let’s see where we stand. But my main goal is WSX and I believe I can do a great season in Supercross and prove myself that I can be the best in it.
Pit Row
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