I mean, they kinda of have to. I don’t know that any data centers are running at a profit yet and that’s even after they’ve switched to usage pricing; with the increased burn rate there’s no way they can’t raises price sooner rather than later.
ETA: but make no mistake, they will do anything they can to just make multiple smaller data centers that stay under the 20MW bend point. Maybe the economics will make sense, maybe it won’t. Hopefully the 20MW and 30% figures involved some math by a bean counter to conclude the economics won’t make sense.
I mean, they kinda of have to. I don’t know that any data centers are running at a profit yet and that’s even after they’ve switched to usage pricing; with the increased burn rate there’s no way they can’t raises price sooner rather than later.
ETA: but make no mistake, they will do anything they can to just make multiple smaller data centers that stay under the 20MW bend point. Maybe the economics will make sense, maybe it won’t. Hopefully the 20MW and 30% figures involved some math by a bean counter to conclude the economics won’t make sense.