2024. 5. 4. 01:03ㆍU.S. Economic Stock Market Outlook
There is an interpretation story that sees idc as a market in nuclear power plants because money from all over the world is flocking to it, including artificial intelligence. The basic idea of the It people is to boldly raise money when expanding the business, but in operation, fixed operating costs are continuously optimized and reduced to secure margins. If you look at Idc in that way, you can spend a lot of money building it,
but the electricity and regulatory risks that continue to go into it are just costs, especially outsourcing costs.
I. Then what about IT company now? First, if it is an outsourcing company, the supplier must be able to compete. Can nuclear power plants compete with suppliers? Here, from the buyer's point of view, I think it can be dragged around at any time even if it is cheap right now. It is a good rice cake to eat, but it can change at any time.
And IT always uses a strategy of vertically integrating the outsourcing and enabling technological innovation. Then, which one do you think is possible, nuclear power or solar power? Solar power is close to home appliances, but nuclear power plants are close to the construction industry. Solar power, which has a small margin but no location limit, can be mass-produced and bundled with IDC and sold directly to the global market. It is a small Si-type nuclear power plant with high regulatory risk even though it has a large margin when built at once. Idc and solar power plants have few location limitations, but Korea is the only one with IDc and nuclear power plant set. It is unconditionally the former in the "It dna" that has to go abroad. In the energy industry, It is not a customer. The industry is very greedy and distressed with dna.
It companies should not be na순진ve to think that investing in renewable energy is for the environment. Why are Tesla and Google in the energy industry? The final draft of the energy it draws may be the way nanogenerators are attached to the server. A machine that sits without a cost investment, makes money, and even maintains a robot. It is well drawn in the city of Zero, the world view of the matrix.
And what do Korean it companies think about benchmarking them all the time? They have a lifelong concept of work and feel like local energy people are naive. It's not nice..
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