Data center prices have never been lower due to huge multi-hundred billion dollar weekly data center investments by hyperscalers competing with each other, creating a commodity market where software companies like Salesforce can deploy at very low cost regardless of provider (Alibaba, Amazon, Google, or others).
factualpending
Speaker
Mark BenioffEvidence Quote
“we've just never seen prices this low for deployment because it is a huge level of investment and when you get this huge level of investment it drops prices... these are fundamental you know Commodities [10:29]”
Source
Ray Dalio and Salesforce’s Benioff on AI, trade wars and new world order— CNBC International LiveCreated: 8/11/2026, 5:33:25 AM
My Notes
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