Rohan Paul (@rohanpaul_ai)T2·68 pts
- Server hardware accounts for over half of the total data center budget, with DRAM prices rising more than 5x compared to last year.
- Grid-connected land is costly ($584K per megawatt), while the cost of building on-site gas generation has tripled in recent years.
- Approximately $750B in hyperscaler capex this year has intensified shortages in turbines, copper, and fiber, pushing delivery backlogs past 2030.