Why AI Search Startups Are Buying Their Own Data Centers

Perplexity and You.com are shifting from renting cloud compute to building their own data centers. Lucas and Luna break down the economics: how much these startups spend on compute, why owning hardware changes their unit economics, and what it means for the cloud providers like AWS and Google Cloud. With specific numbers on Perplexity's spending and a look at the broader trend of AI companies verticalizing their infrastructure. #Tech #AI #Startups #DataCenters #Perplexity #Youcom #AWS #GoogleCloud #Infrastructure #UnitEconomics #ComputeSpending #NvidiaGPUs #VerticalIntegration #CloudWars #FexingoBusiness #BusinessPodcast #TechNewsDaily #LucasAndLuna Keep every episode free: buymeacoffee.com/fexingo