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Comment Re:Investing not vendor financing (Score 0) 46

Also people seem to assume this is true

not actually supported by real consumer demand

I work at one of the big companies involved in this situation. All I know is, we cannot deploy solutions fast enough for the number of customers we have much less the rate at which demand is growing.

Many are startups and many are big companies still doing pilot projects. It all could go away. But it is not just VC dollars and George Forman AI Grills; at least for the Fortune500 types, there is an awful lot of actual business efficiency being realized or they would not keep sending us money and requests for more capacity/lower latency

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