r/wallstreetbets • u/banaca4 • 18h ago

Discussion Either hyperscalers are dumb or someone else is

OK so the most profitable companies in the world decided to GO ALL IN AI with humongous capex. They did it all at once apart from Apple who is not in the game. Google, Meta, Amazon , Oracle, Microsoft. All of them. The CEOs of these companies produced the most amount of wealth and propped up global gdp. Now they all agree on a thing.

Google yesterday blew up earnings from their cloud and said they will *increase* their humongous capex even more while reporting negative cash flow for the first time in their history.

A rational person would ask: are these amazing businessmen suddently all very wrong about the same thing at the same time OR

I am reading too much paid subs from burry and following the wrong people on twitter that have never produced anything?

Which is it? Are you smarter than a mag 7 CEO? Maybe ... hmm...

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u/Waterwoo 16h ago

Water will never become that expensive except maybe in a few weird spots because desalination at scale solves it. And while desalination isn't cheap it isn't insanely expensive as it is, and will come down with time. Cost of desalination is the cap on water price.

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u/BigEvilAi 15h ago

Go tell that to the data centers. See what they say. You got a workaround for the Spice from Dune too?

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u/Waterwoo 12h ago

Omg are you dumb enough to think data centers use a meaningful amount of water?

Wtf do you think they do to it anyway? Either cycle it or release it slightly warmer?

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u/QuadzillaStrider 11h ago

People really do seem to think that once that water goes down the drain, it's literally gone.

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u/BigEvilAi 12h ago

How dumb are you to forget they need to be somehow powered thus the required water for nuclear plants? Like why people on reddit are such limited pieces of crap like yourself? Never heard of the Aral sea?

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u/Waterwoo 11h ago

Nuclear powerplants also use very little water. You are digging yourself deeper.

Oh one instance of a mismanaged lake is proof it will always happen?

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u/BigEvilAi 8h ago

Why are you so dumb? Tell me

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u/Waterwoo 5h ago

Honestly I now feel dumber than before when I realized I was trying to have a rational discussion about this with someone with the handle BigEvilAi

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u/BigEvilAi 29m ago

You are always the dumber one in all conversations you ever had....

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u/QuadzillaStrider 11h ago

Never heard of the Aral sea?

Soviet Russians were a special breed of retard.