Datacenters vs Shale Oil: Investors Wrong to Dismiss Selling Compute as a Commodity
abhiadesai · x · 2026-09-05
Responding to HKuppy's 'Datacenters Are the New Shale Oil,' the author mocks the 'what if you're the marginal seller of compute' framing: massive fortunes have been made selling commodities, and investors are wrong to assume otherwise. The article's recollections of shale CEOs map oddly well onto today's datacenter buildout.
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