Article URL: https://www.reuters.com/business/finance/market-selloff-rising-rates-test-ai-data-centre-deal-boom-2026-10-15/ Comments URL: https://news.ycombinator.com/item?id=50105900 Points: 71 # Comments: 84
Compute supply, energy and data-center capacity decide how cheaply AI can run. Infrastructure shifts show up in inference costs weeks later.
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