[wundersam]

The railway comparison is apt, but the pace is striking. JPMorgan calculates tech needs 650B in new annual revenue just to break even on ROI. That's an extraordinary bet.The shortage effects are real and measurable. But capital doesn't easily substitute — you can't just redirect 700B into infrastructure without immediately hitting bottlenecks in skilled labor and materials.I use LLMs daily for coding. They're helpful for scaffolding. But the gap between "useful tool" and "justify restructuring the entire economy" is massive. If this is a bubble, the legacy won't just be stranded GPUs — it'll be years of diverted resources and accelerated power consolidation. The railway boom left railways. What does an AI boom leave if the returns don't materialize?